Nuveen Core Equity Fund Manager Performance Evaluation
| JCE Fund | USD 15.73 0.06 0.38% |
The fund secures a Beta (Market Risk) of 0.63, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nuveen Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Core is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Core Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound fundamental indicators, Nuveen Core is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...more| Expense Ratio | 0.9800 |
Nuveen |
Nuveen Core Relative Risk vs. Return Landscape
If you would invest 1,482 in Nuveen Core Equity on September 2, 2024 and sell it today you would earn a total of 91.00 from holding Nuveen Core Equity or generate 6.14% return on investment over 90 days. Nuveen Core Equity is generating 0.0962% of daily returns assuming volatility of 0.7806% on return distribution over 90 days investment horizon. In other words, 6% of funds are less volatile than Nuveen, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Nuveen Core Current Valuation
Fairly Valued
Today
Please note that Nuveen Core's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Core Equity secures a last-minute Real Value of $15.58 per share. The latest price of the fund is $15.73. We determine the value of Nuveen Core Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Nuveen fund is determined by what a typical buyer is willing to pay for full or partial control of Nuveen Core Equity. Since Nuveen Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Fund. However, Nuveen Core's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.73 | Real 15.58 | Hype 15.73 | Naive 15.75 |
The real value of Nuveen Fund, also known as its intrinsic value, is the underlying worth of Nuveen Core Equity Fund, which is reflected in its stock price. It is based on Nuveen Core's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Nuveen Core's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Nuveen Core Equity helps investors to forecast how Nuveen fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Nuveen Core more accurately as focusing exclusively on Nuveen Core's fundamentals will not take into account other important factors: Nuveen Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Core's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Core Equity, and traders can use it to determine the average amount a Nuveen Core's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1232
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Nuveen Core is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Nuveen Core by adding it to a well-diversified portfolio.
Nuveen Core Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Core, and Nuveen Core fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nuveen Fund performance.
| Shares Outstanding | 16.03 M | ||||
| Price To Earning | 3.34 X | ||||
| Earnings Per Share | 3.96 X | ||||
| Total Asset | 201.13 M | ||||
| Retained Earnings | (80.11 M) | ||||
About Nuveen Core Performance
By analyzing Nuveen Core's fundamental ratios, stakeholders can gain valuable insights into Nuveen Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nuveen Core has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Nuveen Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Nuveen Core Equity Alpha Fund is a closed-ended equity mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and INTECH Investment Management. It invests in the public equity markets of the United States. The fund also invests some portion of its portfolio in derivatives using futures and options. It invests in stocks of companies operating across diversified sectors. It primarily invests in stocks of large-cap companies with market capitalization within the range of SP 500 Index. The fund employs quantitative analysis to create its portfolio. It benchmarks the performance of its portfolio against the SP 500 Index. Nuveen Core Equity Alpha Fund was formed on March 23, 2007 and is domiciled in the United States.Things to note about Nuveen Core Equity performance evaluation
Checking the ongoing alerts about Nuveen Core for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Core Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nuveen Core's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nuveen Core's fund performance include:- Analyzing Nuveen Core's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nuveen Core's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Core's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Nuveen Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Core's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Core's fund. These opinions can provide insight into Nuveen Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Fund
Nuveen Core financial ratios help investors to determine whether Nuveen 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 Core security.
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