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Upturn AI SWOT - About
Nuveen Core Plus Impact Fund (NPCT)
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Upturn Advisory Summary
08/28/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 32.01% | Avg. Invested days 69 | 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 08/28/2025 |
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
The Nuveen Core Plus Impact Fund (no single US stock symbol available as it is a fund, not a company) focuses on generating attractive risk-adjusted returns alongside positive social and environmental impact. It invests in a diversified portfolio of fixed income securities.
Core Business Areas
- Core Plus Fixed Income: Investing in a wide array of debt instruments, including corporate bonds, mortgage-backed securities, and asset-backed securities, to provide income and capital appreciation.
- Impact Investing: Targeting investments that address social and environmental challenges while generating financial returns.
Leadership and Structure
Nuveen is a major investment management firm and part of TIAA. Portfolio management is typically led by a team of experienced investment professionals focusing on fixed income and impact investing.
Top Products and Market Share
Key Offerings
- Core Plus Impact Fixed Income Strategy: This strategy seeks to provide competitive returns while promoting positive social and environmental outcomes. Market share data is not directly available for this specific impact fund strategy, but Nuveen is a significant player in the broader fixed income market. Competitors include PIMCO, BlackRock, and State Street.
Market Dynamics
Industry Overview
The fixed income market is vast and highly competitive, with increasing investor interest in ESG and impact investing strategies.
Positioning
Nuveen positions itself as a leader in impact investing within the fixed income space, differentiating itself through its focus on measurable social and environmental outcomes.
Total Addressable Market (TAM)
The total addressable market for ESG and impact investing is estimated to be in the trillions of dollars globally. Nuveen is well-positioned to capture a growing share of this market through its established fixed income platform and commitment to impact.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment team
- Established fixed income platform
- Focus on impact investing
- Part of TIAA
Weaknesses
- Reliance on macroeconomic conditions
- Performance depends on credit quality
- Higher management fees compared to passive funds
- Impact measurement challenges
Opportunities
- Growing demand for ESG and impact investing
- Expansion into new asset classes
- Development of innovative impact measurement tools
- Partnerships with other organizations
- Increased investor awareness of social and environmental issues
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Regulatory changes
- Greenwashing concerns
Competitors and Market Share
Key Competitors
- PIMCO (not a single stock)
- BlackRock (BLK)
- State Street (STT)
- TCW (not a single stock)
Competitive Landscape
Nuveen competes on its investment expertise, impact investing focus, and brand reputation. Its advantages include its strong distribution network and commitment to ESG.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on asset inflows, investment performance, and market conditions. Historical data is available from financial data providers.
Future Projections: Future growth depends on the continued growth of impact investing and Nuveen's ability to attract and retain assets.
Recent Initiatives: Nuveen has launched new impact investing strategies and strengthened its ESG integration processes.
Summary
Nuveen Core Plus Impact Fund leverages Nuveen's strength in fixed income with a growing emphasis on social and environmental impact. The fund benefits from increasing investor interest in ESG strategies. However, its performance is subject to market risks, and measuring the true impact of investments remains a challenge. Nuveen's resources and brand recognition provide a competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen website, Financial data providers, Industry reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Investment decisions should be based on individual circumstances and consultation 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 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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