Morningstar

Nuveen Core Plus Bond ETF NCPB

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub

Morningstar’s Analysis NCPB

Will NCPB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NCPB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NCPB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NCPB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Associate Analyst Joe Bullard

Joe Bullard

Associate Analyst

Summary

A blend of caution and conviction. Nuveen Core Plus Bond is helmed by an experienced team plying a steady investment process.

by Joe Bullard
Rated on Published on

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Portfolio Holdings NCPB

More NCPB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.625%

4.38 2M
Government

United States Treasury Bonds 4.75%

3.96 2M
Government

Federal National Mortgage Association 4%

1.75 901,743
Securitized

United States Treasury Bonds 5%

1.69 873,387
Government

Federal Home Loan Mortgage Corp. 4%

1.34 692,015
Securitized

Federal National Mortgage Association 5.5%

1.11 571,492
Securitized

Federal Home Loan Mortgage Corp. 4.5%

1.10 569,146
Securitized

Federal National Mortgage Association 4.5%

1.03 532,940
Securitized

JPMorgan Chase & Co. 4.851%

1.03 530,863
Corporate

Federal National Mortgage Association 4%

0.98 508,420
Securitized

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