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Upturn AI SWOT - About
Nuveen Core Plus Impact Fund (NPCT)
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Upturn Advisory Summary
07/11/2025: NPCT (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.
Number of Analysts
0 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
Analysis of Past Performance
Type Stock | Historic Profit 4.07% | Avg. Invested days 15 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 319.18M USD | Price to earnings Ratio 11.33 | 1Y Target Price - |
Price to earnings Ratio 11.33 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.77 - 11.97 | Updated Date 06/29/2025 |
52 Weeks Range 9.77 - 11.97 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 11.62% | Basic EPS (TTM) 0.98 |
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 11.33 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.99 |
Enterprise Value - | Price to Sales(TTM) 10.99 | ||
Enterprise Value to Revenue 14.84 | Enterprise Value to EBITDA - | Shares Outstanding 28755000 | Shares Floating - |
Shares Outstanding 28755000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 33.63 |
Upturn AI SWOT
Nuveen Core Plus Impact Fund
Company Overview
History and Background
Nuveen Core Plus Impact Fund is a closed-end fund managed by Nuveen Asset Management. It focuses on generating income and long-term capital appreciation by investing in a diversified portfolio of debt and equity securities that have a positive social or environmental impact. Specific founding year and detailed milestones were not readily available without specifying a ticker.
Core Business Areas
- Core Plus Fixed Income: Investments in a range of fixed income securities, including corporate bonds, government bonds, and mortgage-backed securities.
- Impact Investing: Investments aimed at generating positive social or environmental outcomes alongside financial returns.
Leadership and Structure
Nuveen Asset Management manages the fund. Specific details of the fund's direct leadership team (Portfolio Managers etc.) can be obtained on the fund's website.
Top Products and Market Share
Key Offerings
- Nuveen Core Plus Impact Fund (general): This fund is a diversified portfolio of impact investments. As a closed-end fund its market share is based on fund AUM (Assets Under Management) relative to similar impact-focused fixed income funds. Competitors include other impact investing funds from firms like BlackRock, PIMCO, and Calvert.
Market Dynamics
Industry Overview
The impact investing industry is growing rapidly, driven by increasing investor demand for socially responsible investments and growing awareness of environmental and social issues.
Positioning
Nuveen Core Plus Impact Fund is positioned as a diversified impact investment fund suitable for investors seeking both income and social/environmental impact.
Total Addressable Market (TAM)
The global impact investing market is estimated to be worth trillions of dollars. Nuveen Core Plus Impact Fund captures a small portion of this TAM but is well-positioned for growth.
Upturn SWOT Analysis
Strengths
- Experienced management team (Nuveen)
- Diversified portfolio
- Focus on impact investing
- Established brand
Weaknesses
- Closed-end fund structure (potential for trading at a discount to NAV)
- Reliance on Nuveen's investment capabilities
- Market risk
- Impact investing risks (measuring and verifying impact)
Opportunities
- Growing demand for impact investing
- Expansion into new asset classes
- Partnerships with other organizations
- Increased investor education and awareness
Threats
- Increased competition
- Changes in regulations
- Economic downturn
- Greenwashing (exaggerated or false claims of environmental benefits)
Competitors and Market Share
Key Competitors
- BLK
- PIM
- Calvert (Eaton Vance)
Competitive Landscape
Nuveen benefits from its established brand and expertise in fixed income. However, competitors like BlackRock and PIMCO have broader product offerings and larger distribution networks.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the specific fund's performance and asset gathering abilities within the impact investing space.
Future Projections: Future projections rely on the broader impact investing market growth and the fund's specific investment strategies.
Recent Initiatives: Recent initiatives are typically around enhancing impact measurement and reporting, and expanding into new investment areas.
Summary
Nuveen Core Plus Impact Fund is leveraging the growth in impact investing, supported by Nuveen's fixed income expertise. While benefiting from an established brand, it faces competition from larger asset managers. Measuring and verifying the social and environmental impact of investments remains a key challenge. Expanding into new asset classes and enhancing impact reporting are crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Investment research platforms
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Market share estimates are approximate and based on available data. Actual financial performance may vary.
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 Core Plus Impact Fund
Exchange NYSE | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2021-04-28 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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