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Nuveen Core Plus Impact Fund (NPCT)
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Upturn Advisory Summary
10/20/2025: NPCT (1-star) is a SELL. SELL since 1 days. Simulated Profits (6.61%). Updated daily EoD!
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 31.6% | Avg. Invested days 76 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/20/2025 |
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, a leading global investment manager. The fund focuses on generating attractive returns while creating positive social and environmental impact. It was established to provide investors with access to a diversified portfolio of impact-oriented fixed income investments.
Core Business Areas
- Core Plus Fixed Income: Investments in a diverse range of fixed income securities, including corporate bonds, mortgage-backed securities, asset-backed securities, and municipal bonds, with a focus on generating income and capital appreciation.
- Impact Investing: Investments that seek to generate positive and measurable social and environmental impact alongside financial returns.
Leadership and Structure
The fund is managed by a team of experienced investment professionals at Nuveen. The organizational structure is typical of a closed-end fund, with a board of directors overseeing the fund's activities and management.
Top Products and Market Share
Key Offerings
- Core Plus Impact Portfolio: A diversified fixed income portfolio with a focus on impact investing. The fund does not have a traditional product market share as it is a fund, but competes for investor capital within the impact investing and fixed income spaces. Competitors include other impact-focused fixed income funds and traditional bond funds.
Market Dynamics
Industry Overview
The impact investing industry is experiencing significant growth, driven by increasing investor demand for socially and environmentally responsible investments. Fixed income remains a significant asset class.
Positioning
Nuveen Core Plus Impact Fund is positioned as a leading provider of core plus fixed income with an impact focus, leveraging Nuveen's expertise in both fixed income and impact investing.
Total Addressable Market (TAM)
The TAM for impact investing is estimated to be trillions of dollars globally. Nuveen Core Plus Impact Fund is positioned to capture a portion of this growing market through its focus on core plus fixed income with impact.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Strong track record in fixed income investing
- Commitment to impact investing
- Diversified portfolio
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Sensitivity to interest rate changes
- Complexity of impact measurement
Opportunities
- Growing demand for impact investing
- Expansion into new impact themes and geographies
- Increasing institutional investor interest
- Integration of ESG factors into investment process
Threats
- Increased competition from other impact investing funds
- Regulatory changes
- Economic downturn
- Difficulty in measuring and reporting impact
Competitors and Market Share
Key Competitors
- PIMCO
- BlackRock
- TCW
Competitive Landscape
Nuveen Core Plus Impact Fund competes based on its impact focus, fixed income expertise, and established brand. Competitors offer similar fixed income products, but not all have a dedicated impact investing strategy.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on investor demand and asset allocation strategies.
Future Projections: Future growth will likely be driven by the increasing interest in impact investing and Nuveen's ability to deliver attractive risk-adjusted returns.
Recent Initiatives: Focus on expanding impact investing themes and deepening engagement with portfolio companies.
Summary
Nuveen Core Plus Impact Fund offers investors a way to combine financial returns with positive social and environmental impact. The fund benefits from Nuveen's fixed-income and impact investing expertise. Challenges include the complexities of impact measurement and navigating market fluctuations. The growing interest in responsible investing presents a significant opportunity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen Fund Website
- Morningstar
- FactSet
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and based on publicly available information.
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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