Nuveen ESG Mid-Cap Value ETF

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About NUMV

NUMV tracks an index of US mid-cap value stocks that score highly on environmental, social, and governance (ESG) criteria. The fund weighting uses a multi-factor optimizer. 

Index-Tracked
TIAA ESG USA Mid Cap Value GR USD
Index-TrackedTIAA ESG USA Mid Cap Value GR USD
Category
Mid-Cap Value
CategoryMid-Cap Value
Number of holdings
99
Number of holdings99
Inception Date
Dec 13, 2016
Inception DateDec 13, 2016

What's in this fund

Sectors

As of May 15, 2025
Financial Services17.40%
Industrials15.31%
Real Estate11.67%
Technology10.53%
Healthcare10.23%
Consumer Cyclical10.10%
Consumer Defensive8.02%
Utilities7.31%
Basic Materials4.77%
Communication Services2.86%
Energy1.80%

Top 10 Holdings (20.10% of total assets)

As of May 15, 2025
NameSymbol% Assets
Cardinal HealthCAH2.26%
The Hartford Insurance GroupHIG2.24%
United RentalsURI2.22%
Consolidated EdisonED2.14%
Archer Daniels MidlandADM1.89%
Ferguson Enterprises IncFERG (XLON)1.89%
XylemXYL1.88%
Willis Towers WatsonWTW1.87%
Cboe Global Markets IncCBOE (BATS)1.86%
Atmos EnergyATO1.85%

NUMV Key Statistics

AUM
375.40M
AUM375.40M
Price-Earnings ratio
19.50
Price-Earnings ratio19.50
30-Day yield
1.70
30-Day yield1.70
Average volume
44.76K
Average volume44.76K
High today
$35.56
High today$35.56
Low today
$35.17
Low today$35.17
Open price
$35.24
Open price$35.24
Volume
49.73K
Volume49.73K
52 Week high
$38.47
52 Week high$38.47
52 Week low
$29.80
52 Week low$29.80
Expense ratio
0.31
Expense ratio0.31

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.