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Nuveen Multi-Asset Income Fund (NMAI)
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Upturn Advisory Summary
12/04/2025: 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 36.6% | Avg. Invested days 70 | 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 12/04/2025 |
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 fund. Nuveen, a TIAA company, is a leading global investment manager with a history dating back to 1898. While NMAI's exact inception date is needed to fill in here, Nuveen has evolved to offer diversified investment solutions, including closed-end funds like NMAI.
Core Business Areas
- Closed-End Fund Management: NMAI focuses on providing current income and capital appreciation through a diversified portfolio of assets, including equities, bonds, and other income-producing securities.
Leadership and Structure
As a closed-end fund, NMAI is managed by a portfolio management team at Nuveen. The leadership structure typically includes a board of directors overseeing fund operations and compliance. Specific names of the portfolio managers and board members would be needed here.
Top Products and Market Share
Key Offerings
- Nuveen Multi-Asset Income Fund (NMAI): This is a closed-end fund aiming for income and capital appreciation through diverse assets. Market share data is not readily available specifically for NMAI as a standalone product. Competitors include other multi-asset income funds from firms like BlackRock, PIMCO, and Eaton Vance. Competitors: BlackRock Multi-Asset Income Trust (BIT), PIMCO Dynamic Income Fund (PDI), Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG).
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, market volatility, and investor sentiment. Demand for income-generating assets drives the popularity of funds like NMAI.
Positioning
NMAI aims to offer a diversified income solution. Its competitive advantage lies in Nuveen's expertise in managing multi-asset portfolios and accessing various investment opportunities.
Total Addressable Market (TAM)
The TAM for multi-asset income strategies is substantial, estimated in the trillions of dollars. NMAI is positioned to capture a portion of this market by offering a diversified and actively managed income solution.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Experienced management team at Nuveen
- Focus on income generation
- Established brand name of Nuveen
Weaknesses
- Closed-end fund structure can trade at a discount to NAV
- Reliance on manager's skill in asset allocation
- Fees can be higher than passive investments
- Susceptible to interest rate risk
Opportunities
- Growing demand for income-generating assets
- Expansion into new asset classes
- Increasing awareness of multi-asset strategies
- Capitalizing on market volatility to generate alpha
Threats
- Rising interest rates
- Increased competition from other income funds
- Market downturns affecting asset values
- Changes in regulations affecting fund operations
Competitors and Market Share
Key Competitors
- BIT
- PDI
- EXG
Competitive Landscape
NMAI competes with other multi-asset income funds based on factors such as performance, yield, expense ratio, and asset allocation strategy. Nuveen's brand recognition is an advantage.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on market conditions and investment performance. Growth in AUM and distribution rates is key, but data is unavailable
Future Projections: Future growth depends on the fund's ability to attract and retain assets, generate attractive returns, and maintain a competitive expense ratio. Analyst estimates would be required here.
Recent Initiatives: Recent initiatives likely focus on optimizing asset allocation, managing risk, and enhancing shareholder communication. Specific details are unavailable.
Summary
Nuveen Multi-Asset Income Fund (NMAI) leverages Nuveen's expertise to provide income through a diversified asset portfolio, benefiting from Nuveen's brand and experience. Its closed-end structure and management fees require careful consideration. Market conditions and the fund's ability to generate returns are crucial for its success. Rising interest rates are a threat.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Nuveen Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data is subject to change. Investment decisions should be made after consulting with a qualified financial advisor.
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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