NCPB

Nuveen Core Plus BondNuveen
$25.14-0.06 (-0.22%)Live
AUM$56.8M
Expense Ratio0.31%
NAV$25.25
Holdings480
InceptionMar 5, 2024

Price Chart

Key Statistics

Previous Close

$25.20

Day Range

$25.14$25.16

52-Week Range

$24.48$25.61

Avg Volume

4.6K

Dividend Yield

5.16%

Expense Ratio

0.31%

AUM

$56.8M

Shares Outstanding

2.3M

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States46.73%
Other43.09%
United Kingdom1.87%
Mexico1.03%
Luxembourg0.89%
Canada0.82%
France0.78%
Saudi Arabia0.71%
Hungary0.38%
Chile0.38%
Turkey0.36%
Malaysia0.36%
India0.35%
Ivory Coast0.34%
Egypt0.32%
Panama0.29%
Poland0.27%
Colombia0.26%
Netherlands0.19%
South Africa0.18%
Morocco0.15%
Australia0.14%
Malta0.05%
Cayman Islands0.04%

Fund Information

Issuer
Nuveen
Subcategory
Corporate Bond
Inception Date
Mar 5, 2024
Exchange
NASDAQ
Description
An actively managed portfolio that invests primarily across the investment grade, U.S.-dollar fixed income market and can allocate up to 35% in out-of-benchmark “plus” sectors in an effort to enhance risk-adjusted returns, relying on the depth and experience of specialist sector teams. An experienced team seeks to outperform the benchmark over a market cycle through a combination of sector allocation, security selection, and duration/curve positioning.

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VWOVanguard FTSE Emerging Markets ETF$151.80B0.06%5,942
AGGiShares Core U.S. Aggregate Bond ETF$139.38B0.03%13,204
SGOViShares 0-3 Month Treasury Bond ETF$77.64B0.09%24
BSVVanguard Short-Term Bond ETF$69.20B0.03%30

The Nuveen Core Plus Bond (NCPB) is an exchange-traded fund issued by Nuveen that launched on Mar 5, 2024. It currently manages $56.8M in assets under management. The fund charges an expense ratio of 0.31%. The fund holds 480 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 23.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1US T-BOND 4.625% 11/15/445.84%3,150,000$3.1M
2US T-BOND 4.5% 11/15/544.51%2,467,000$2.4M
3US T-NOTE 4.625% 02/15/352.33%1,220,000$1.2M
4FN MA4804 4% 11/1/522.04%1,174,285$1.1M
5FN MA5165# 5.50% 10/1/531.61%862,989$860K
6FN MA4978# 5.00% 4/1/531.48%808,636$789K
7U.S. DOLLARS1.34%712,051$712K
8JPMORGAN VRN 07/25/281.32%700,000$702K
9FR SD8231# 4.50% 7/1/521.31%733,121$699K
10FN MA4805# 4.50% 11/1/521.29%723,269$690K
11FN MA4700# 4.00% 8/1/521.26%723,766$670K
12FN MA4684# 4.50% 6/1/521.25%695,417$663K
13BANK OF A VRN 01/24/311.13%600,000$604K
14US T-BOND 4.125% 08/15/441.10%633,000$585K
15FN MA4784# 4.50% 10/1/521.08%605,462$578K
Page 1 of 10

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.22%
1W
-0.75%
1M
-0.69%
3M
-0.22%
6M
-1.10%
YTD
-0.28%
1Y
+0.88%
3Y
+0.40%
5Y
+0.40%

Moving Averages

20-Day MA

$25.43

Below 20-Day MA
50-Day MA

$25.35

Below 50-Day MA
200-Day MA

$25.18

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.61

Current Price

$25.14

52-Week Low

$24.48

$24.48$25.61

Current Yield

5.16%

Annual Dividend

$0.4370

Frequency

12x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
Mar 2, 2026$0.0953Mar 3, 2026
Feb 2, 2026$0.1008Feb 3, 2026
Dec 18, 2025$0.1363Dec 19, 2025
Dec 1, 2025$0.1046Dec 2, 2025
Nov 3, 2025$0.1041Nov 4, 2025
Oct 1, 2025$0.1251Oct 2, 2025
Sep 2, 2025$0.1085Sep 3, 2025
Aug 1, 2025$0.1128Aug 4, 2025
Jul 1, 2025$0.0936Jul 2, 2025
Jun 2, 2025$0.1080Jun 3, 2025
May 1, 2025$0.1016May 2, 2025
Apr 1, 2025$0.1154Apr 2, 2025
Mar 3, 2025$0.1002Mar 4, 2025
Feb 3, 2025$0.1047Feb 4, 2025
Dec 31, 2024$0.0195Jan 6, 2025
Dec 18, 2024$0.1682Dec 19, 2024
Dec 2, 2024$0.0991Dec 3, 2024
Nov 1, 2024$0.1129Nov 4, 2024
Oct 1, 2024$0.1074Oct 2, 2024
Sep 3, 2024$0.1003Sep 4, 2024

Dividend Payments Over Time

Category Comparison

MetricNCPBCash & Others(1031 ETFs)Corporate Bond(236 ETFs)
Fund Info
Expense Ratio0.31%0.61%0.33%
AUM$56.8M$2.64B$2.09B
Dividend Yield5.16%9.23%4.98%
Avg Volume4.6K1.9M1.2M
Holdings480386791
Performance
1-Month Return-0.47%-0.30%-0.89%
6-Month Return-0.61%-1.06%-1.10%
YTD Return-0.21%+0.13%-0.56%
1-Year Return+0.36%+2.38%+0.42%

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