Nuveen ESG Mid-Cap Growth

Frequently Asked Questions About NUMG

What does NUMG invest in?

This fund operates with a passive, index-based strategy, primarily allocating capital to U.S. companies of medium market size. These chosen companies not only exhibit strong growth potential but also meet specific environmental, social, and governance (ESG) standards. The core aim of the fund is to mirror the investment performance of the Nuveen ESG USA Mid-Cap Growth Index, before accounting for its own operational costs.

What is the expense ratio of NUMG?

Nuveen ESG Mid-Cap Growth (NUMG) charges an expense ratio of 0.31%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NUMG?

Nuveen ESG Mid-Cap Growth (NUMG) manages $351.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is NUMG actively managed or an index fund?

NUMG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NUMG launched?

Nuveen ESG Mid-Cap Growth (NUMG) launched in December 2016 and is managed by Nuveen.

How has NUMG performed?

NUMG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.