NLR: The Nuclear Bull Case Just Got Another Catalyst

Lumen Research 499 Followers Follow Summary VanEck Uranium and Nuclear ETF is rated Buy, targeting an 8% to 15% total return over 6–12 months. NLR benefits from both uranium fundamentals and new catalysts like the U.S. Army's Janus microreactor program, with direct exposure via BWXT. The fund’s balanced exposure—53% Energy, 29% Utilities, 18% Industrials—offers upside from uranium pricing and reactor deployment progress. NLR’s technicals have improved, and its low expense ratio and diversified holdings position it well versus uranium- or reactor-only peers. Daniele Schneider/Photononstop via Getty Images The VanEck Uranium and Nuclear ETF ( NLR ) is down 3.42% year to date even as several recent developments have made the nuclear buildout more concrete. Uranium focused ETFs have already rebounded more strongly, but NLR also owns This article was written by Lumen Research 499 Followers Follow I am a corporate finance professional with over ten years of experience in financial planning, capital budgeting, and risk assessment. As a long-term investor, I invest exclusively in funds and do not pick individual stocks. My approach is evidence-based: low costs, broad diversification, strategic asset allocation, and patience through market cycles. My motivation for writing is twofold: first, to help other long-term investors, especially women and those new to fund investing. I focus on what truly drives returns: costs, diversification, and time in the market. Second, to bring rigorous, data-driven fund analysis to a platform often dominated by single-stock commentary. I write to learn, share, and build a community of patient investors who value sleeping well at night over chasing short-term gains. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.