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Upturn AI SWOT - About
NuShares Enhanced Yield US Aggregate Bond (NUAG)
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Upturn Advisory Summary
10/24/2025: NUAG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.82% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 19.73 - 21.00 | Updated Date 06/29/2025 |
52 Weeks Range 19.73 - 21.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
NuShares Enhanced Yield US Aggregate Bond
ETF Overview
Overview
The NuShares Enhanced Yield US Aggregate Bond ETF seeks to provide current income and total return by investing in a diversified portfolio of U.S. investment-grade bonds while employing a systematic, rules-based approach to enhance yield.
Reputation and Reliability
NuShares is part of Nuveen, a well-established and reputable asset management firm known for its fixed income expertise.
Management Expertise
Nuveen has a dedicated fixed income team with extensive experience in managing bond portfolios and utilizing quantitative strategies.
Investment Objective
Goal
To provide current income and total return above the Bloomberg US Aggregate Bond Index.
Investment Approach and Strategy
Strategy: The ETF does not passively track an index but uses a proprietary model to identify bonds with attractive yield characteristics within the Bloomberg US Aggregate Bond Index.
Composition Primarily invests in U.S. investment-grade bonds, including government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: Data unavailable to calculate market share accurately.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- AGG
- BND
- SCHZ
Competitive Landscape
The overall competitive landscape is dominated by large, passively managed ETFs that track the Bloomberg US Aggregate Bond Index. NUSA aims to differentiate itself through its enhanced yield strategy, but its market share is small compared to the index trackers. NUSA has the advantage of potentially higher yield, but disadvantages include higher expense ratio and active management risk.
Financial Performance
Historical Performance: Historical financial performance data is unavailable.
Benchmark Comparison: Benchmark comparison data is unavailable.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The ETF's average trading volume is data unavailable.
Bid-Ask Spread
The bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth significantly impact NUSA's performance. Changes in credit spreads and investor sentiment can also influence bond prices.
Growth Trajectory
Growth trends depend on the ETF's ability to consistently deliver enhanced yield relative to its benchmark and attract investors seeking income in a low-yield environment.
Moat and Competitive Advantages
Competitive Edge
NUSA's competitive edge lies in its quantitative, rules-based approach to enhancing yield within the U.S. aggregate bond market. This approach aims to identify undervalued bonds with attractive yield characteristics while maintaining a diversified portfolio. The ETF's active management strategy seeks to outperform passively managed index funds. However, the strategy has to consistently deliver results to justify the higher expense ratio.
Risk Analysis
Volatility
Historical volatility data is unavailable.
Market Risk
Market risks include interest rate risk (the risk that bond prices will decline as interest rates rise), credit risk (the risk that issuers will default on their debt obligations), and liquidity risk (the risk that the ETF may not be able to sell its holdings at a desired price).
Investor Profile
Ideal Investor Profile
The ideal investor profile for NUSA is a conservative investor seeking current income and moderate total return with a focus on U.S. investment-grade bonds. These investors are often looking to enhance yield without taking on excessive risk.
Market Risk
NUSA is suitable for long-term investors seeking income and diversification within their fixed-income portfolio. Active traders may use it to express short-term views on the bond market, but it is generally more appropriate for investors with a longer time horizon.
Summary
The NuShares Enhanced Yield US Aggregate Bond ETF (NUSA) offers investors a way to potentially enhance yield compared to traditional U.S. aggregate bond index funds. It uses a quantitative, rules-based approach to identify attractive bonds within the investment-grade universe. While its expense ratio is higher than passive index funds, NUSA aims to deliver superior risk-adjusted returns. However, it's important to note performance data to make any investment decisions. Investors should also consider their risk tolerance and investment objectives before investing in NUSA.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Nuveen Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment involves risks, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About NuShares Enhanced Yield US Aggregate Bond
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its assets, exclusive of collateral held from securities lending, in component securities of the index. The index consists of U.S. dollar-denominated, investment grade taxable debt securities with fixed rate coupons that have at least one year to final maturity.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.