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NUBD - Nushares ESG U.S. Aggregate Bond ETF

Nushares ESG U.S. Aggregate Bond ETF logoThe NuShares ESG U.S. Aggregate Bond ETF (NUBD) is an exchange-traded fund that seeks to provide investment results that correspond to the price and yield performance, before fees and expenses, of the Bloomberg Barclays MSCI US Aggregate ESG Select Index. The fund is managed by Nuveen, one of the largest investment managers in the world with a focus on responsible investing.

NUBD invests in a diversified portfolio of investment-grade fixed income securities that meet certain environmental, social, and governance (ESG) criteria, as determined by the index provider. The fund aims to exclude companies that are involved in controversial activities, such as tobacco, weapons, and fossil fuels, while favoring those with strong ESG profiles.

As of September 2021, the fund held over 1,300 securities with a weighted average maturity of 7.5 years and an effective duration of 5.6 years. The top sectors represented in the portfolio were Treasury, Mortgage-Backed Securities, and Corporate Bonds. The fund has an expense ratio of 0.20% and is listed on the NYSE Arca.

NUBD offers investors an opportunity to align their fixed income investments with their values by investing in securities with strong ESG profiles while seeking to achieve competitive returns. The fund can be suitable for investors looking for a core bond holding or seeking a more socially responsible fixed income investment. However, it is important to note that the fund's ESG criteria may limit its exposure to certain sectors and industries, which may result in a different risk and return profile compared to non-ESG focused fixed income funds.

 



 

 

 
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