Making its debut on 12/13/2016, smart beta exchange traded fund Nuveen ESG Mid-Cap Growth ETF (NUMG) provides investors broad exposure to the Style Box - Mid Cap Growth category of the market.
A smart beta exchange traded fund, the Nuveen ESG Mid-Cap Growth ETF (NUMG) debuted on 12/13/2016, and offers broad exposure to the Style Box - Mid Cap Growth category of the market.
Making its debut on 12/13/2016, smart beta exchange traded fund Nuveen ESG Mid-Cap Growth ETF (NUMG) provides investors broad exposure to the Style Box - Mid Cap Growth category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 830 | $34,997.66 | $38,586.7 | $3,589.04 | 10.26% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 6,426 | $272,586.17 | $298,262.79 | $25,676.62 | 9.42% |
| RR rosemary richard WCG Wealth Advisors LLC | 45,435 | $2.16M | $2.11M | -$46,288.64 | -2.15% |
Jason E. Archambault SK Wealth Management LLC | 10,092 | $452,323.44 | $467,814.66 | $15,491.22 | 3.42% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 72,614 | $3.45M | $3.38M | -$68,787.9 | -1.99% |
| BATS Exchange | US Country |
This entity represents an investment fund focused on leveraging the growth potential of mid-capitalization companies in the United States. It distinguishes itself by committing at least 80% of its resources, including net assets and any funds borrowed for investment purposes, to securities that are part of a specified index. This index is uniquely composed of mid-cap equity securities exhibiting growth characteristics that are not only listed on U.S. exchanges but also meet predefined Environmental, Social, and Governance (ESG) criteria. This approach underscores the fund's dedication to promoting sustainable investment practices by prioritizing companies that align with responsible environmental, social, and governance standards. Through this strategy, the fund aims to offer investors the opportunity to contribute to positive societal impacts while seeking financial growth.
This product targets investors looking to diversify their portfolios with mid-cap companies that demonstrate strong growth potential and adherence to ESG criteria. It involves investing in a range of equities that form the index, reflecting the fund's commitment to responsible investment practices and potential for financial returns.
Recognizing the opportunity to amplify investment outcomes, the fund employs a strategy of borrowing for investment purposes. This serves to enhance the potential for higher returns by increasing the amount of capital available for investment in selected growth-oriented, ESG-compliant equities.