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Upturn AI SWOT - About
Nuveen Multi-Asset Income Fund (NMAI)
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Upturn Advisory Summary
10/29/2025: NMAI (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 Stock | Historic Profit 35.09% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 418.15M USD | Price to earnings Ratio 11.8 | 1Y Target Price - |
Price to earnings Ratio 11.8 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 10.21 - 13.50 | Updated Date 06/29/2025 |
52 Weeks Range 10.21 - 13.50 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 12.09% | Basic EPS (TTM) 1.06 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 11.8 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 11.26 |
Enterprise Value - | Price to Sales(TTM) 11.26 | ||
Enterprise Value to Revenue 16.58 | Enterprise Value to EBITDA - | Shares Outstanding 33425600 | Shares Floating - |
Shares Outstanding 33425600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 23.05 |
Upturn AI SWOT
Nuveen Multi-Asset Income Fund
Company Overview
History and Background
Nuveen Multi-Asset Income Fund (NMAI) is a closed-end management investment company. It was designed to seek high current income consistent with prudent risk of capital. The fund invests in a portfolio of various asset classes including U.S. and foreign corporate debt, emerging market debt, preferred and common stock, real estate and other income producing securities.
Core Business Areas
- Closed-End Fund Management: Nuveen manages the NMAI fund, investing in a diversified portfolio of asset classes to generate income.
Leadership and Structure
Nuveen is the investment manager. Information on specific leadership of the fund is less readily available, as it's a managed fund rather than an operating company with a CEO. The fund is overseen by a board of directors/trustees.
Top Products and Market Share
Key Offerings
- NMAI Fund: A diversified portfolio across multiple asset classes with the primary goal of high current income. Market share is difficult to ascertain directly, as it competes within the broad closed-end fund and multi-asset income fund landscape. Competitors include other multi-asset closed-end funds from firms like BlackRock, PIMCO, and Eaton Vance.
Market Dynamics
Industry Overview
The closed-end fund market is influenced by factors like interest rates, market volatility, and investor sentiment towards different asset classes. Multi-asset funds compete based on their diversification, income generation, and risk management.
Positioning
Nuveen Multi-Asset Income Fund is positioned as an income-generating fund that diversifies across multiple asset classes. Its competitive advantage lies in its asset allocation strategy and the expertise of Nuveen's investment team.
Total Addressable Market (TAM)
The TAM is the total market value of closed-end funds and income-oriented investment products, which is in the trillions of dollars. NMAI is positioned to capture a portion of this TAM by offering a diversified multi-asset income strategy.
Upturn SWOT Analysis
Strengths
- Diversified asset allocation
- Experienced investment management team (Nuveen)
- High current income potential
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Management fees erode returns
- Complex asset allocation can be difficult for investors to understand
Opportunities
- Rising demand for income-generating investments
- Expanding into new asset classes
- Improving fund communication and transparency
Threats
- Rising interest rates
- Economic recession
- Increased competition from other income-oriented products
- Market Volatility
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- PIMCO (PIM)
- Eaton Vance (EV)
Competitive Landscape
NMAI competes with other closed-end funds based on asset allocation, investment performance, and expense ratios. It has a relatively smaller market share compared to larger players like BlackRock and PIMCO.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on asset appreciation and investor demand for the fund.
Future Projections: Future growth is subject to market conditions and Nuveen's investment strategy.
Recent Initiatives: N/A, refer to Nuveen's current fund overview for recent initiative
Summary
Nuveen Multi-Asset Income Fund seeks high current income through diversified asset allocation. While it benefits from Nuveen's expertise, it faces challenges from market volatility and closed-end fund risks. Success depends on active management and adapting to changing market conditions. Investor sentiment and interest rate sensitivity remains a significant factor.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Nuveen Website
- Financial News Outlets
- Fund Fact Sheets
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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 Nuveen Multi-Asset Income Fund
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2021-11-22 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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