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Nuveen Core Plus Impact Fund (NPCT)
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Upturn Advisory Summary
12/04/2025: NPCT (1-star) is currently NOT-A-BUY. Pass it for now.
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 31.52% | Avg. Invested days 76 | Today’s Advisory PASS |
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 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 (ticker: NPCT) focuses on generating current income and long-term capital appreciation by investing in a diversified portfolio of debt and equity securities that align with positive social and environmental impact themes. The fund seeks investments that demonstrate measurable impact alongside financial returns. While Nuveen has a long history of investment management, the specific launch date and milestones of the *Core Plus Impact Fund* would require referencing specific fund documentation for definitive accuracy.
Core Business Areas
- Impact Investing: Focuses on investments in projects and companies that address social and environmental challenges, targeting specific, measurable outcomes. Investments that make a measurable impact on UN Sustainable Goals.
- Fixed Income: Investing in debt securities to generate income and provide downside protection.
- Equity Investments: Investing in publicly and privately traded equities that match the impact investment mandate.
Leadership and Structure
Nuveen is the investment management arm of TIAA. The specific portfolio managers and leadership of the Core Plus Impact Fund are detailed in the fund's prospectus and annual reports. The fund operates within Nuveen's broader investment structure, leveraging its resources and expertise.
Top Products and Market Share
Key Offerings
- Core Plus Impact Strategy: This investment strategy combines traditional fixed income and equity investments with impact-focused opportunities. Market share data for specifically-labeled *Core Plus Impact Funds* is not readily available as it's a subset of the broader ESG and impact investing market. Competitors include other asset managers with ESG/Impact funds, like BlackRock (BLK), State Street (STT), and Parnassus Investments. Revenue is fund-dependent and changes based on AUM.
Market Dynamics
Industry Overview
The impact investing industry is experiencing rapid growth, driven by increasing investor demand for socially responsible and environmentally conscious investments. Regulatory focus on ESG factors is also driving industry expansion.
Positioning
Nuveen aims to be a leading provider of impact investing solutions, leveraging its established investment platform and expertise. Their competitive advantage lies in their integration of impact measurement and established relationships within relevant sectors.
Total Addressable Market (TAM)
The global impact investing market is estimated to be in the trillions of dollars. Nuveen is positioned to capture a share of this growing market by offering a diversified core plus impact fund.
Upturn SWOT Analysis
Strengths
- Strong brand reputation of Nuveen/TIAA
- Experienced investment team
- Commitment to impact measurement
- Diversified investment approach
- Established distribution network
Weaknesses
- Potential for lower returns compared to non-impact investments
- Complexity in measuring and reporting impact
- Reliance on specific sectors for impact opportunities
- Higher expense ratios compared to passive funds
- Sensitivity to changes in regulatory landscape
Opportunities
- Growing investor demand for impact investing
- Expansion of impact investing into new sectors
- Development of more sophisticated impact measurement tools
- Partnerships with organizations focused on social and environmental solutions
- Increased government support for impact investing initiatives
Threats
- Competition from other asset managers offering impact funds
- Risk of 'impact washing' (misrepresenting the impact of investments)
- Economic downturn impacting investment returns
- Changes in government regulations affecting impact investing
- Lack of standardization in impact measurement
Competitors and Market Share
Key Competitors
- BLK
- STT
- PGNYX
Competitive Landscape
Nuveen's advantage is its long history in the asset management business. They must continue to demonstrate impact to stay competitive.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on market conditions and asset flows into the fund. Historical data is in fund documents.
Future Projections: Future growth is based on investor demand for impact investing and Nuveen's ability to attract assets.
Recent Initiatives: Recent initiatives involve expanding the fund's investment universe and enhancing impact measurement methodologies.
Summary
Nuveen Core Plus Impact Fund is positioned well to capture growing interest in responsible investing, supported by its established investment platform. The fund must continue to refine its impact measurement and demonstrate tangible positive outcomes to maintain investor confidence and attract new capital. Competition in the impact investing space is fierce, requiring Nuveen to differentiate itself through performance and demonstrable social/environmental impact. Managing the expense ratio will be critical to ensure fund success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Nuveen website
- Fund prospectus
- Third-party market research reports on impact investing
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is estimated and may vary. Financial performance is based on past performance and is not indicative of future results.
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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