Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI Summary - About
Nuveen Core Plus Impact Fund(NPCT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NPCT
11/06/2026: NPCT (1-star) is currently NOT-A-BUY. Pass it for now.
The Nuveen Core Plus Impact Fund (NPCT) is a closed-end investment company that provides exposure to a diversified fixed-income portfolio with a specific mandate for social and environmental impact. Its main strength lies in leveraging Nuveen’s established research capabilities to identify high-quality impact assets. The primary investment story centers on the integration of yield-generating bond strategies with measurable sustainability outcomes. However, shareholders face risks related to interest rate volatility, the inherent discount-to-NAV fluctuations common in closed-end funds, and competitive pressure from lower-cost investment alternatives. The fund may suit income-oriented investors who prioritize impact-focused portfolio management and can navigate the unique volatility of closed-end market pricing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund's focus on fixed-income and income generation does not align with growth-oriented capital appreciation strategies. |
| Momentum investor | Weak fit | CEFs are generally driven by mean reversion and yield rather than the momentum price patterns favored by this style. |
| Value investor | Strong fit | Investors often look for opportunities to buy the fund at a discount to its underlying NAV. |
| Dividend investor | Strong fit | The fund is designed to provide regular income distributions which may appeal to income-focused portfolios. |
| Low-risk investor | Mixed fit | While bonds are generally safer than stocks, the use of leverage and closed-end structure can introduce significant price and discount volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The market price of the shares can fluctuate independently of the underlying portfolio value due to shifts in investor demand. |
| Valuation risk | Medium | Buying at a premium or selling at a deep discount to NAV can impact total return outcomes for shareholders. |
| Competition risk (Fixed-income CEFs) | Medium / high | The fund faces stiff competition from larger, more established closed-end funds that may offer better liquidity. |
| Business quality | Medium | The fund relies on the active management and research capabilities of the Nuveen team to select high-quality impact assets. |
| Dividend income | Medium | Distributions are not guaranteed and rely on the income generated by the fund's bond portfolio. |
| Execution risk | Medium | The manager must effectively source and manage impact-oriented fixed-income assets while maintaining the fund's leverage strategy. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 28.81% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 263.40M USD | Price to earnings Ratio 14.31 | 1Y Target Price - |
Price to earnings Ratio 14.31 | 1Y Target Price - | ||
Volume (30-day avg) 93.0K shares | Beta - | 52 Weeks Range 8.77 - 10.06 | Updated Date 11/07/2026 |
52 Weeks Range 8.77 - 10.06 | Updated Date 11/07/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.64 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Management fees charged as a percentage of managed assets and interest earned on the bond portfolio. | The fund generates income primarily through the interest payments received from the bonds it owns, which is used to pay expenses and fund distributions. |
Valuation
Trailing PE 14.31 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 14.23 |
Enterprise Value - | Price to Sales(TTM) 14.23 | ||
Enterprise Value to Revenue 19.6 | Enterprise Value to EBITDA - | Shares Outstanding 28.75M | Shares Floating - |
Shares Outstanding 28.75M | Shares Floating - | ||
Percent Insiders - | Percent Institutions 34.1 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.