Nuveen Preferred Securities Fund Three Year Return
Nuveen Preferred Securities fundamentals help investors to digest information that contributes to Nuveen Preferred's financial success or failures. It also enables traders to predict the movement of Nuveen Mutual Fund. The fundamental analysis module provides a way to measure Nuveen Preferred's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nuveen Preferred mutual fund.
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Nuveen Preferred Securities Mutual Fund Three Year Return Analysis
Nuveen Preferred's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Nuveen Preferred Three Year Return | 3.58 % |
Most of Nuveen Preferred's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nuveen Preferred Securities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Nuveen Preferred Securities has a Three Year Return of 3.5783%. This is 16.59% lower than that of the Nuveen family and significantly higher than that of the Preferred Stock category. The three year return for all United States funds is notably lower than that of the firm.
Nuveen Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nuveen Preferred's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Nuveen Preferred could also be used in its relative valuation, which is a method of valuing Nuveen Preferred by comparing valuation metrics of similar companies.Nuveen Preferred is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Nuveen Preferred
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Nuveen Preferred's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Nuveen Fundamentals
| Total Asset | 5.2 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.70 % | ||||
| One Year Return | 10.77 % | ||||
| Three Year Return | 3.58 % | ||||
| Five Year Return | 3.03 % | ||||
| Ten Year Return | 7.58 % | ||||
| Net Asset | 3.98 B | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 0.01 % | ||||
| Bond Positions Weight | 10.55 % |
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Nuveen Preferred financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Preferred security.
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