JPC:NYE-Nuveen Preferred Income Opportunities Closed Fund (USD)

FUND | Asset Management |

Last Closing

USD 7.98

Change

0.00 (0.00)%

Market Cap

USD 0.74B

Volume

0.70M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in preferred securities, dividend paying stocks of companies, and corporate and taxable municipal debt securities which are rated BBB/Baa or better by S&P, Moody's, or Fitch. The fund employs fundamental analysis with a top-down stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the BofA/Merrill Lynch Preferred Stock Fixed Rate Index and the JPC Blended Index which is comprised of 82.5% BofA/Merrill Lynch Preferred Stock Fixed Rate Index and 17.5% Barclays Capital Securities Index. The fund was formerly known as Nuveen Preferred Income Opportunities Fund. Nuveen Preferred & Income Opportunities Fund was formed on March 26, 2003 and is domiciled in the United States.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-17 )

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Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.53% 68% D+ 64% D
Dividend Return 0.85% 37% F 46% F
Total Return 2.38% 69% C- 67% D+
Trailing 12 Months  
Capital Gain 12.39% 87% B+ 77% C+
Dividend Return 8.89% 78% C+ 92% A
Total Return 21.29% 88% B+ 83% B
Trailing 5 Years  
Capital Gain 58.65% 73% C 45% F
Dividend Return 60.94% 65% D 85% B
Total Return 119.59% 69% C- 56% F
Average Annual (5 Year Horizon)  
Capital Gain -0.82% 52% F 27% F
Dividend Return 3.57% 48% F 38% F
Total Return 4.39% 47% F 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 29.42% 28% F 36% F
Risk Adjusted Return 12.12% 41% F 28% F
Market Capitalization 0.74B 66% D+ 54% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.