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Upturn AI SWOT - About
NXG NextGen Infrastructure Income Fund (NXG)
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Upturn Advisory Summary
06/30/2025: NXG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating 3 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
NXG NextGen Infrastructure Income Fund
Company Overview
History and Background
NXG NextGen Infrastructure Income Fund is a closed-end management investment company. It seeks to provide a high level of current income, with a secondary objective of capital appreciation. Information on its founding year and detailed milestones is limited in publicly available sources.
Core Business Areas
- Infrastructure Investments: The Fund invests in a portfolio of infrastructure companies, including utilities, energy, transportation, and communications infrastructure.
Leadership and Structure
Information on the specific leadership team and detailed organizational structure is limited in publicly available sources. Typically, closed-end funds have a board of directors and a management company responsible for investment decisions.
Top Products and Market Share
Key Offerings
- Infrastructure Investment Portfolio: The fund's primary offering is its portfolio of infrastructure-related investments. Market share is not directly applicable as the fund invests in underlying companies. Competitors are other infrastructure investment funds and ETFs.
Market Dynamics
Industry Overview
The infrastructure investment industry is driven by the need for modernization, expansion, and maintenance of essential services like utilities, transportation, and communication networks. Government policies and economic growth significantly influence this sector.
Positioning
NXG NextGen Infrastructure Income Fund is positioned as an income-generating investment vehicle focused on infrastructure assets. Competitive advantages depend on portfolio composition, management expertise, and expense ratios.
Total Addressable Market (TAM)
The global infrastructure investment market is estimated in the trillions of USD. NXG is positioned to capture a portion through strategic investment in infrastructure assets.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of infrastructure assets
- Potential for stable income generation
- Experienced management team (assumed)
- Exposure to essential service sectors
Weaknesses
- Vulnerability to interest rate changes
- Reliance on infrastructure sector performance
- Management fees impacting returns
- Limited information available on fund specifics
Opportunities
- Increased infrastructure spending by governments
- Growth in emerging markets infrastructure demand
- Technological advancements in infrastructure
- Expansion into new infrastructure sectors
Threats
- Economic downturns impacting infrastructure demand
- Regulatory changes affecting infrastructure investments
- Rising interest rates increasing borrowing costs
- Competition from other infrastructure investment funds
Competitors and Market Share
Key Competitors
- UTF
- INF
- MIE
- BUI
Competitive Landscape
NXG's competitive position depends on factors like portfolio composition, expense ratios, and investment strategy. Differentiation from competitors is achieved through targeted sector focus or unique investment selection processes.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends unavailable without retrieving financial data.
Future Projections: Future projections unavailable without retrieving financial data.
Recent Initiatives: Information on recent strategic initiatives is limited in publicly available sources.
Summary
NXG NextGen Infrastructure Income Fund provides investors access to a portfolio of infrastructure assets, aiming for high current income. The fund's success is dependent on the health of the infrastructure sector, effective portfolio management, and managing associated risks. Potential threats include interest rate hikes and increased competition. Publicly available information on specific financial metrics is limited, hindering a thorough assessment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Fund websites
- Financial news sources
Disclaimers:
This analysis is based on limited publicly available information and should not be considered investment advice. Market share numbers are estimates and may not reflect the full market accurately. Financial data retrieval wasn't used in producing financial metrics in this response.
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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