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Upturn AI SWOT - About
Nuveen New York Select Tax-Free Income Portfolio (NXN)
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Upturn Advisory Summary
10/21/2025: NXN (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 3.6% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 45.45M USD | Price to earnings Ratio 28.24 | 1Y Target Price - |
Price to earnings Ratio 28.24 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.3 | 52 Weeks Range 10.74 - 12.08 | Updated Date 06/29/2025 |
52 Weeks Range 10.74 - 12.08 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.35% | Basic EPS (TTM) 0.41 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 71.73% | Operating Margin (TTM) 90.56% |
Management Effectiveness
Return on Assets (TTM) 2.09% | Return on Equity (TTM) -7.53% |
Valuation
Trailing PE 28.24 | Forward PE - | Enterprise Value 44765148 | Price to Sales(TTM) 20.52 |
Enterprise Value 44765148 | Price to Sales(TTM) 20.52 | ||
Enterprise Value to Revenue 26.98 | Enterprise Value to EBITDA - | Shares Outstanding 3924890 | Shares Floating - |
Shares Outstanding 3924890 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 17.38 |
Upturn AI SWOT
Nuveen New York Select Tax-Free Income Portfolio
Company Overview
History and Background
Nuveen New York Select Tax-Free Income Portfolio is a closed-end fund managed by Nuveen Asset Management. It invests primarily in municipal securities that are exempt from federal and New York state and city income taxes. The fund aims to provide current income exempt from such taxes.
Core Business Areas
- Municipal Bond Investments: Invests in a diversified portfolio of municipal securities to generate income exempt from federal and New York state and city income taxes.
Leadership and Structure
The fund is managed by Nuveen Asset Management, a subsidiary of TIAA. The portfolio management team is responsible for investment decisions.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income Fund: The fund's primary offering is a closed-end fund providing tax-exempt income to investors residing in New York. Competitors include other municipal bond funds offered by firms like BlackRock and PIMCO.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit ratings, and tax policies. Demand for tax-exempt income is high, especially in high-tax states like New York.
Positioning
Nuveen New York Select Tax-Free Income Portfolio focuses specifically on New York municipal bonds, offering a niche investment option for state residents. Its competitive advantage lies in its specialization and expertise in this market.
Total Addressable Market (TAM)
The TAM consists of New York residents and entities seeking tax-advantaged income. Nuveen is well-positioned to capture a share of this market with its specialized fund.
Upturn SWOT Analysis
Strengths
- Tax-exempt income for New York residents
- Experienced management team (Nuveen)
- Diversified portfolio of municipal bonds
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk within the portfolio
- Concentration in New York municipal bonds
Opportunities
- Increasing demand for tax-advantaged investments
- Potential for capital appreciation in a favorable interest rate environment
- Expansion into other tax-exempt strategies
Threats
- Changes in tax laws
- Rising interest rates
- Economic downturn affecting municipal bond issuers
Competitors and Market Share
Key Competitors
- BBNYX
- VNY
- FTAX
Competitive Landscape
NUW competes with other municipal bond funds, primarily on yield, expense ratio, and risk-adjusted returns. Nuveen's expertise in the municipal bond market gives it a competitive advantage.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the fund's ability to generate consistent income and capital appreciation. Monitor NAV performance and dividend yield over time.
Future Projections: Future growth is tied to the municipal bond market and interest rate environment. Analyst estimates are typically focused on yield and total return projections.
Recent Initiatives: Nuveen may adjust its investment strategy or launch new fund offerings to enhance performance or attract new investors.
Summary
Nuveen New York Select Tax-Free Income Portfolio is a specialized fund providing tax-exempt income to New York residents. Its success depends on the performance of the New York municipal bond market and Nuveen's ability to manage credit and interest rate risk. Changes in tax laws and rising interest rates are potential threats. The fund offers a steady income stream but carries risks associated with fixed-income investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen Fund Website
- Financial News Outlets
- Fund Fact Sheets
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 New York Select Tax-Free Income Portfolio
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1992-06-19 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Nuveen New York Select Tax-Free Income Portfolio is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of New York. The fund invests in the securities of companies that operate across diversified sectors. It primarily invests in municipal bonds with an average credit quality of Baa/BBB or better. The fund employs fundamental analysis to create its portfolio. It benchmarks the performance of its portfolio against Barclays Capital New York Municipal Bond Index and S&P New York Municipal Bond Index. Nuveen New York Select Tax-Free Income Portfolio was formed on June 19, 1992 and is domiciled in the United States.
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