Nuveen Infrastructure Income Fund Manager Performance Evaluation
| NUSIX Fund | USD 10.14 0.01 0.1% |
The fund secures a Beta (Market Risk) of -0.0026, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Nuveen Infrastructure are expected to decrease at a much lower rate. During the bear market, Nuveen Infrastructure is likely to outperform the market.
Risk-Adjusted Performance
37 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Infrastructure Income are ranked lower than 37 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Nuveen Infrastructure is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.4000 |
Nuveen |
Nuveen Infrastructure Relative Risk vs. Return Landscape
If you would invest 1,002 in Nuveen Infrastructure Income on September 12, 2024 and sell it today you would earn a total of 12.00 from holding Nuveen Infrastructure Income or generate 1.2% return on investment over 90 days. Nuveen Infrastructure Income is currently producing 0.0189% returns and takes up 0.0393% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Nuveen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuveen Infrastructure Current Valuation
Fairly Valued
Today
Please note that Nuveen Infrastructure's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Infrastructure secures a last-minute Real Value of $10.13 per share. The latest price of the fund is $10.14. We determine the value of Nuveen Infrastructure from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nuveen Infrastructure is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Infrastructure'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 10.14 | Real 10.13 | Hype 10.14 | Naive 10.15 |
The intrinsic value of Nuveen Infrastructure'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, news, and other external factors that may influence Nuveen Infrastructure's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Nuveen Infrastructure Income helps investors to forecast how Nuveen mutual 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 Infrastructure more accurately as focusing exclusively on Nuveen Infrastructure's fundamentals will not take into account other important factors: Nuveen Infrastructure Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Infrastructure's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Infrastructure Income, and traders can use it to determine the average amount a Nuveen Infrastructure'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 = 0.4812
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| NUSIX |
Based on monthly moving average Nuveen Infrastructure is performing at about 37% 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 Infrastructure by adding it to a well-diversified portfolio.
Nuveen Infrastructure Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Infrastructure, and Nuveen Infrastructure 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 Mutual Fund performance.
| Total Asset | 60.76 M | ||||
About Nuveen Infrastructure Performance
Evaluating Nuveen Infrastructure's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Infrastructure 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 Infrastructure has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets, defined as net assets plus the amount of any borrowings for investment purposes, in fixed income securities. It may invest in debt securities of any maturity or credit quality, including those rated below investment grade. The fund will not invest more than 15 percent of its assets in high yield securities. The advisor expects that the investment portfolio for the fund will have an average duration of one year or less.Things to note about Nuveen Infrastructure performance evaluation
Checking the ongoing alerts about Nuveen Infrastructure for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Infrastructure help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen is showing solid risk-adjusted performance over 90 days | |
| The fund maintains about 24.37% of its assets in cash |
- Analyzing Nuveen Infrastructure'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 Infrastructure's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Infrastructure'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 Infrastructure's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Infrastructure's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Infrastructure's mutual fund. These opinions can provide insight into Nuveen Infrastructure's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Infrastructure 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 Infrastructure security.
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