2024-07-09 22:09:19 ET
Summary
- Although NUSI has been able to offer reduced volatility, the fund has seen lower overall performance compared to peer risk-managed income ETFs.
- NUSI has relatively high fees along with a dividend yield on the lower end compared to leading competitor ETFs.
- NUSI's risk management strategy has not been as effective as other income funds, as shown in its significant share price decline in 2022.
- Due to its heavy weight on mega-cap, big tech companies, NUSI has a relatively high valuation and is at risk of correction.
Investment Thesis
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NUSI: Notable Downsides Compared To Peer Risk-Managed Income Funds