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Upturn AI Summary - About
NexPoint Strategic Opportunities Fund(NXDT)
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 NXDT
10/20/2026: NXDT (2-star) is a SELL. SELL for 2 days. Simulated Profits (-8.57%). Updated daily EoD!
NexPoint Strategic Opportunities Fund (NXDT) is a closed-end fund that invests in a diverse mix of credit, real estate, and equity assets. Its primary strength lies in the active management team's ability to access specialized alternative deals, offering investors a source of income and potential appreciation outside standard market indices. The investment story centers on navigating market dislocations to generate returns. However, investors must consider risks such as price volatility, sensitivity to interest rates, and the impact of trading at a discount to Net Asset Value. This fund may suit income-oriented investors comfortable with alternative assets and the specific risks of closed-end fund structures.
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 | Mixed fit | The fund focuses more on income and opportunistic credit than aggressive capital growth. |
| Momentum investor | Weak fit | Closed-end funds are generally driven by yield and discount levels rather than price momentum signals. |
| Value investor | Strong fit while signal remains positive | Investors often target the fund when it trades at a significant discount to its underlying NAV. |
| Dividend investor | Strong fit | The fund is designed to provide recurring income through its credit and alternative asset distributions. |
| Low-risk investor | Weak fit | The fund uses leverage and invests in non-traditional assets, which introduces higher volatility than standard income funds. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Market price can fluctuate significantly relative to NAV due to investor sentiment. |
| Valuation risk | Medium | Hard-to-value private assets may have lag in price reflection. |
| Competition risk (Credit & Income focus) | High | Competition from larger, lower-cost funds can limit AUM growth. |
| Business quality | Medium | Dependence on the external manager's deal-sourcing capability is paramount. |
| Dividend income | Medium / high | Distributions depend on the performance of underlying credit and real estate holdings. |
| Execution risk | Medium | Success depends on the manager's ability to time credit cycles effectively. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -55.17% | Avg. Invested days 25 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/20/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 260.75M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 149.9K shares | Beta 0.9 | 52 Weeks Range 2.34 - 5.92 | Updated Date 10/20/2026 |
52 Weeks Range 2.34 - 5.92 | Updated Date 10/20/2026 | ||
Dividends yield (FY) 12.24% | Basic EPS (TTM) -1.49 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Portfolio | Interest from credit holdings, dividends from REITs, and realized capital gains. | The fund earns money by collecting interest and dividends from its investments and passing a portion to shareholders. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE - | Enterprise Value 571.31M | Price to Sales(TTM) 3.43 |
Enterprise Value 571.31M | Price to Sales(TTM) 3.43 | ||
Enterprise Value to Revenue 106.03 | Enterprise Value to EBITDA - | Shares Outstanding 53.11M | Shares Floating 43.14M |
Shares Outstanding 53.11M | Shares Floating 43.14M | ||
Percent Insiders 27.34 | Percent Institutions 51.51 |
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.
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