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Upturn AI SWOT - About
NXG NextGen Infrastructure Income Fund (NXG)
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Upturn Advisory Summary
10/30/2025: NXG (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 14.5% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 182.64M USD | Price to earnings Ratio 2.77 | 1Y Target Price - |
Price to earnings Ratio 2.77 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 34.83 - 53.84 | Updated Date 06/29/2025 |
52 Weeks Range 34.83 - 53.84 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 13.05% | Basic EPS (TTM) 17.93 |
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 2.77 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 2.75 |
Enterprise Value - | Price to Sales(TTM) 2.75 | ||
Enterprise Value to Revenue 3.79 | Enterprise Value to EBITDA - | Shares Outstanding 3679280 | Shares Floating - |
Shares Outstanding 3679280 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 19.57 |
Upturn AI SWOT
NXG NextGen Infrastructure Income Fund
Company Overview
History and Background
NXG NextGen Infrastructure Income Fund (NXG) is a closed-end fund focused on investing in infrastructure-related companies. Information on its specific founding date and early milestones are difficult to ascertain, but closed-end funds typically have defined launch dates when they begin trading.
Core Business Areas
- Infrastructure Investments: NXG focuses on investing in infrastructure-related companies across various sectors, including energy, utilities, transportation, and communications.
Leadership and Structure
Information regarding the specific leadership team of the NXG fund is not easily available. Closed-end funds are typically managed by investment management companies.
Top Products and Market Share
Key Offerings
- High-Yield Infrastructure Investments: NXG provides investors with access to a portfolio of infrastructure investments, offering the potential for high current income. Market share is less relevant for closed-end funds as it relates to AUM. Competitors are other infrastructure-focused closed-end funds.
Market Dynamics
Industry Overview
The infrastructure industry encompasses a wide range of sectors, including energy, transportation, utilities, and communications. Demand for infrastructure investments is driven by factors such as population growth, urbanization, and the need to upgrade aging infrastructure.
Positioning
NXG aims to capitalize on the growing demand for infrastructure investments by providing investors with exposure to a diversified portfolio of infrastructure companies. Its competitive advantage lies in its focused investment strategy and potential for high income generation.
Total Addressable Market (TAM)
The global infrastructure market is estimated to be in the trillions of dollars. NXG is positioned to capture a small portion of this market through its investments. Fund AUM is in millions.
Upturn SWOT Analysis
Strengths
- Focused infrastructure investment strategy
- Potential for high current income
- Diversified portfolio of infrastructure companies
Weaknesses
- Closed-end fund structure (can trade at a discount to NAV)
- Sensitivity to interest rate changes
- Reliance on the performance of infrastructure companies
Opportunities
- Growing demand for infrastructure investments
- Potential for capital appreciation
- Expansion into new infrastructure sectors
Threats
- Economic downturns
- Regulatory changes
- Increased competition from other infrastructure funds
Competitors and Market Share
Key Competitors
- INF (Brookfield Infrastructure Fund)
Competitive Landscape
The competitive landscape consists of other closed-end funds, ETFs, and mutual funds that invest in infrastructure-related companies.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth is complex and dynamically change. You should use a financial data API to gather financial data on the security.
Future Projections: Future Projections is complex and dynamically change. You should use a financial data API to gather financial data on the security.
Recent Initiatives: Information on recent strategic initiatives is not readily available.
Summary
NXG NextGen Infrastructure Income Fund is a closed-end fund focused on infrastructure investments, aiming to provide high current income. Its strengths lie in its focused strategy and potential for income generation. However, its closed-end structure and sensitivity to interest rates pose challenges. Monitoring economic conditions and competitive pressures is essential for the fund's performance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website
- Financial news sources
- Investment research reports
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is dynamic and may change.
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 NXG NextGen Infrastructure Income Fund
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2022-11-01 | Chairman, CEO & President Mr. Jerry Vane Swank | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
NXG NextGen Infrastructure Income Fund is a closed ended equity mutual fund launched and managed by Cushing MLP Asset Management, LP. The fund invests in stocks of companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies, as well as oil and gas services and logistics companies, energy-intensive chemical, metal and industrial and manufacturing companies and engineering and construction companies. NXG NextGen Infrastructure Income Fund was formed in 2012 and is domiciled in the United States.
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