NELAX
Nuveen Equity Long/Short Fund Class A
1W: -0.2%
1M: +0.5%
3M: +0.2%
YTD: +7.5%
1Y: +5.2%
3Y: +50.8%
5Y: +56.5%
$67.56
+0.34 (+0.51%)
Weekly Expected Move ±1.1%
$66
$66
$67
$68
$69
Similar ETFs
20 peers by holdings overlap (183 holdings)
DLCEX
Dana Large Cap Equity Fund
57.0%
Shared40 holdings
Total51
AUM$70M
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HAVGX
Haverford Quality Growth Stock Fund
52.2%
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AUM$304M
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FFA
First Trust Enhanced Equity Income Fund
48.9%
Shared42 holdings
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AUM$444M
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SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
48.6%
Shared78 holdings
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TIRTX
Nuveen Large Cap Growth A
48.4%
Shared39 holdings
Total45
AUM$6.3B
Price$30.62
FMILX
Fidelity New Millennium Fund
46.9%
Shared39 holdings
Total119
AUM$6.2B
Price$78.83
CVTRX
Calamos Growth & Income Fund Class A
46.1%
Shared39 holdings
Total89
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Price$59.90
PNRAX
Putnam Research Fund Class A
46.0%
Shared46 holdings
Total137
AUM$783M
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PGEOX
George Putnam Balanced Class A
46.0%
Shared46 holdings
Total137
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CMNWX
Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A
45.9%
Shared36 holdings
Total99
AUM$5.4B
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CSQ
Calamos Strategic Total Return Fund
45.4%
Shared39 holdings
Total152
AUM$3.3B
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JLPSX
JPMorgan U.S. Large Cap Core Plus Fund I Class
45.1%
Shared45 holdings
Total259
AUM$3.8B
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ADX
Adams Diversified Equity Fund, Inc.
44.6%
Shared34 holdings
Total99
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AFDIX
American Century Large Cap Equity Inv
44.4%
Shared35 holdings
Total99
AUM$3.1B
Price$52.65
TWBIX
American Century Balanced Fund
44.1%
Shared35 holdings
Total101
AUM$913M
Price$21.92
SHAPX
ClearBridge Appreciation A
44.0%
Shared29 holdings
Total59
AUM$9.7B
Price$37.38
USBLX
Victory Growth and Tax Strategy Fund Shares
44.0%
Shared75 holdings
Total431
AUM$905M
Price$30.70
CAHEX
Calamos Hedged Equity Income Fund Class A
43.8%
Shared56 holdings
Total261
AUM$878M
Price$20.66
PRCOX
T. Rowe Price U.S. Equity Research Fund
43.7%
Shared61 holdings
Total302
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Price$76.56
NOSIX
Northern Stock Index Fund
43.5%
Shared76 holdings
Total501
AUM$20.0B
Price$76.88
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NELAX | $161M | 182 | 28.7% | 15.1 | 4.3 | 4.0 | 32.3% | 25.9% | 0.73% | +23.2% | +21.6% | 65.0 | 6.6 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| TIRTX | $6.3B | 45 | 63.1% | 15.3 | 4.9 | 4.9 | 38.1% | 32.2% | 0.60% | +25.1% | +39.1% | 61.9 | 6.3 |
| FMILX | $6.2B | 119 | 36.5% | 8.5 | 2.7 | 2.8 | 36.1% | 33.2% | 1.09% | +20.9% | +39.7% | 58.3 | 6.2 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| PNRAX | $783M | 137 | 39.6% | 14.8 | 4.1 | 3.7 | 32.1% | 25.3% | 1.24% | +26.6% | +48.5% | 56.8 | 6.3 |
| PGEOX | $2.4B | 137 | 25.9% | 14.8 | 4.1 | 3.7 | 32.1% | 25.4% | 1.24% | +26.4% | +48.4% | 56.8 | 6.3 |
| CMNWX | $5.4B | 99 | 39.1% | 8.4 | 2.6 | 2.9 | 36.1% | 34.6% | 1.11% | +23.5% | +42.3% | 59.9 | 6.3 |