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Upturn AI SWOT - About
Nuveen Core Plus Impact Fund (NPCT)
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Upturn Advisory Summary
09/16/2025: 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 34.35% | Avg. Invested days 72 | 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 09/16/2025 |
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 focused on generating current income and long-term capital appreciation through investments that also create positive social and environmental impact. Details on its exact founding year and milestones require more specific fund details (ticker symbol or fund name with series).
Core Business Areas
- Fixed Income Investing: Investing in a diversified portfolio of fixed income securities, including corporate bonds, government bonds, and mortgage-backed securities.
- Impact Investing: Selecting investments based on their potential to generate positive social and environmental outcomes, such as affordable housing, renewable energy, and community development.
Leadership and Structure
Nuveen Asset Management manages the fund. Specific leadership details require the fund's ticker. The fund is structured as a closed-end fund, traded on exchanges.
Top Products and Market Share
Key Offerings
- Core Plus Impact Fixed Income Portfolio: A diversified portfolio of fixed-income securities designed to generate income and capital appreciation while targeting positive social and environmental impact. Market share data is unavailable without knowing the ticker. Competitors include other impact investing fixed income 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 investments that align with their values. Fixed income is a large asset class. Environmental, Social and Governance (ESG) factors are becoming increasingly important to investors.
Positioning
Nuveen Core Plus Impact Fund is positioned as an impact investing option within the core plus fixed income space. Its competitive advantage is its established investment management team and its focus on impact measurement and reporting.
Total Addressable Market (TAM)
The TAM for impact investing is estimated to be in the trillions of dollars and rapidly increasing. Nuveen is well-positioned to capture a portion of this market.
Upturn SWOT Analysis
Strengths
- Experienced investment management team
- Strong focus on impact measurement
- Access to Nuveen's research resources
- Diversified portfolio
Weaknesses
- Potential for lower returns compared to non-impact investments
- Higher expense ratios compared to passively managed funds
- Complexity of impact measurement
Opportunities
- Growing demand for impact investing
- Increasing availability of impact data
- Potential for partnerships with other organizations
Threats
- Market volatility
- Rising interest rates
- Increased competition from other impact investing funds
- Risk of 'impact washing'
Competitors and Market Share
Key Competitors
- Calvert (various funds)
- BlackRock (various funds)
- PIMCO (various funds)
Competitive Landscape
Nuveen benefits from its brand recognition and established investment management platform. Competition is intense, with other firms also launching impact investing products. Nuveen's ability to differentiate through impact measurement and reporting is key to its success.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are unavailable without knowing the ticker.
Future Projections: Future growth projections are unavailable without knowing the ticker.
Recent Initiatives: Recent strategic initiatives are unavailable without knowing the ticker. Recent initiatives typically focus on expanding their investment portfolio into new impact areas.
Summary
Nuveen Core Plus Impact Fund is positioned within a growing impact investing market, leveraging Nuveen's investment expertise. The fund faces competition and risks, particularly regarding market volatility and the need for robust impact measurement. Continued growth hinges on demonstrating strong financial performance while delivering measurable social and environmental impact. Its brand and access to Nuveen resources are advantageous, but expense ratios and impact reporting complexity require careful management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen Website
- Morningstar
- SEC Filings
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary. Financial data is not provided since there is no ticker provided in the requirements for the Nuveen Core Plus Impact Fund.
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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