Nuveen Preferred Securities Fund Quote
| NPSCX Fund | USD 15.18 0.05 0.33% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Nuveen Preferred is trading at 15.18 as of the 4th of May 2024; that is 0.33 percent up since the beginning of the trading day. The fund's open price was 15.13. Nuveen Preferred has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nuveen Preferred Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of April 2024 and ending today, the 4th of May 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in preferred securities and other income producing securities. The advisor intends to invest at least 25 percent of its assets in the securities of companies principally engaged in financial services. More on Nuveen Preferred Securities
Moving together with Nuveen Mutual Fund
| 0.8 | EMGRX | Nuveen Small Cap | PairCorr |
| 1.0 | NPSAX | Nuveen Preferred Sec | PairCorr |
| 0.99 | NPSFX | Nuveen Preferred Sec | PairCorr |
| 1.0 | NPSRX | Nuveen Preferred Sec | PairCorr |
Nuveen Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Nuveen Preferred's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Nuveen Preferred or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Nuveen Funds, Large Funds, Preferred Stock Funds, Preferred Stock, Nuveen, Large, Preferred Stock (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Nuveen Preferred Securities [NPSCX] is traded in USA and was established 4th of May 2024. Nuveen Preferred is listed under Nuveen category by Fama And French industry classification. The fund is listed under Preferred Stock category and is part of Nuveen family. This fund now has accumulated 4.51 B in assets with no minimum investment requirementsNuveen Preferred Sec is currently producing year-to-date (YTD) return of 2.0% with the current yeild of 0.0%, while the total return for the last 3 years was -0.9%.
Check Nuveen Preferred Probability Of Bankruptcy
Instrument Allocation
Top Nuveen Preferred Securities Mutual Fund Constituents
Nuveen Preferred Target Price Odds Analysis
Based on a normal probability distribution, the odds of Nuveen Preferred jumping above the current price in 90 days from now is about 7.29%. The Nuveen Preferred Securities probability density function shows the probability of Nuveen Preferred mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Nuveen Preferred has a beta of 0.1325. This indicates as returns on the market go up, Nuveen Preferred average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Nuveen Preferred Securities will be expected to be much smaller as well. Additionally, nuveen Preferred Securities has an alpha of 0.0054, implying that it can generate a 0.005427 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Nuveen Preferred to move above the current price in 90 days from now is about 7.29 (This Nuveen Preferred Securities probability density function shows the probability of Nuveen Mutual Fund to fall within a particular range of prices over 90 days) .
Nuveen Preferred Sec Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Nuveen Preferred market risk premium is the additional return an investor will receive from holding Nuveen Preferred long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Nuveen Preferred. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Nuveen Preferred's alpha and beta are two of the key measurements used to evaluate Nuveen Preferred's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1693 | |||
| Semi Deviation | 0.1611 | |||
| Standard Deviation | 0.2165 | |||
| Variance | 0.0469 |
Nuveen Preferred Against Markets
Picking the right benchmark for Nuveen Preferred mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Nuveen Preferred mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Nuveen Preferred is critical whether you are bullish or bearish towards Nuveen Preferred Securities at a given time. Please also check how Nuveen Preferred's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Nuveen Preferred without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Nuveen Mutual Fund?
Before investing in Nuveen Preferred, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Nuveen Preferred. To buy Nuveen Preferred fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Nuveen Preferred. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Nuveen Preferred fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Nuveen Preferred Securities fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Nuveen Preferred Securities fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Nuveen Preferred Securities, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Nuveen Preferred Securities?
The danger of trading Nuveen Preferred Securities is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Nuveen Preferred is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Nuveen Preferred. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Nuveen Preferred Sec is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen Preferred Securities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Nuveen Preferred Sec information on this page should be used as a complementary analysis to other Nuveen Preferred's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..