Key stats
About Nuveen ESG U.S. Aggregate Bond ETF
Home page
Inception date
Sep 29, 2017
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
Nuveen Fund Advisors LLC
Distributor
Nuveen Securities LLC
NUBD is an ESG-focused fund that draws its holdings from the Bloomberg U.S. Aggregate Bond Index (the venerable Agg), which is comprised of Treasurys, agency debt, MBS, CMBS, ABS, and investment-grade corporates. NUBD screens its constituents based on ESG criteria, relative to industry peers, as determined by MSCI. ABS, MBS, and CMBS are included without application of the ESG criteria. Bonds that pass these screens are market-value-weighted within sectors, and each sector receives the same weight as in the parent index.
Classification
What's in the fund
Exposure type
Government
Securitized
Corporate
Bonds, Cash & Other100.00%
Government47.59%
Securitized26.87%
Corporate24.84%
Cash0.70%
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