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Upturn AI SWOT - About
Nuveen Multi-Asset Income Fund (NMAI)
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Upturn Advisory Summary
03/27/2025: NMAI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 7.31% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 394.42M USD | Price to earnings Ratio 11.13 | 1Y Target Price - |
Price to earnings Ratio 11.13 | 1Y Target Price - | ||
Volume (30-day avg) 124830 | Beta - | 52 Weeks Range 10.17 - 12.51 | Updated Date 04/4/2025 |
52 Weeks Range 10.17 - 12.51 | Updated Date 04/4/2025 | ||
Dividends yield (FY) 11.30% | Basic EPS (TTM) 1.06 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 11.13 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.63 |
Enterprise Value - | Price to Sales(TTM) 10.63 | ||
Enterprise Value to Revenue 15.95 | Enterprise Value to EBITDA - | Shares Outstanding 33425600 | Shares Floating - |
Shares Outstanding 33425600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 26.8 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Nuveen Multi-Asset Income Fund
Company Overview
History and Background
Nuveen Multi-Asset Income Fund (NMAI) is a closed-end fund managed by Nuveen Asset Management. While the precise founding date of the *specific fund* is difficult to ascertain without access to proprietary data, Nuveen is a well-established investment manager with a long history. NMAI's objective is to provide a high level of current income by investing in a diversified portfolio of income-producing assets.
Core Business Areas
- Diversified Income Investing: The fund invests across multiple asset classes, including corporate bonds, preferred securities, mortgage-backed securities, and emerging market debt, aiming to generate income and reduce risk through diversification.
Leadership and Structure
Nuveen Asset Management manages the fund. Specific portfolio managers are not detailed here due to constantly changing information. Nuveen is part of TIAA, a large financial services organization.
Top Products and Market Share
Key Offerings
- Nuveen Multi-Asset Income Fund (NMAI): A diversified closed-end fund focused on generating income across multiple asset classes. Market share is not directly applicable to closed-end funds in the same way it is for companies selling products. Instead, one considers assets under management (AUM). AUM for NMAI can be found on financial websites. Competitors include other multi-asset income funds from firms like BlackRock, PIMCO, and DoubleLine.
Market Dynamics
Industry Overview
The multi-asset income fund industry is driven by investors seeking yield in a low-interest-rate environment. Demand is influenced by economic conditions, interest rate policies, and investor risk appetite. Competition is high, with numerous fund providers offering similar strategies.
Positioning
Nuveen Multi-Asset Income Fund is positioned as a diversified income solution suitable for income-seeking investors. Competitive advantages may include Nuveen's expertise in fixed income and asset allocation.
Total Addressable Market (TAM)
The total addressable market (TAM) for multi-asset income funds is substantial, encompassing trillions of dollars globally. NMAI's position within this TAM is dependent on its AUM and market performance relative to peers. Its market share is small compared to the TAM
Upturn SWOT Analysis
Strengths
- Diversified asset allocation
- Experienced management team (Nuveen)
- Focus on income generation
Weaknesses
- Closed-end fund structure (potential for trading at a discount to NAV)
- Management fees
- Reliance on Nuveen's investment decisions
Opportunities
- Rising demand for income-generating assets
- Expansion into new asset classes
- Increased marketing and distribution efforts
Threats
- Rising interest rates
- Economic downturn
- Increased competition
- Credit risk in underlying assets
Competitors and Market Share
Key Competitors
- BlackRock Multi-Sector Income Trust (BIT)
- PIMCO Dynamic Income Fund (PDI)
- DoubleLine Income Solutions Fund (DSL)
Competitive Landscape
Nuveen Multi-Asset Income Fund competes with other closed-end funds and open-end mutual funds that invest in diversified income-producing assets. Its competitive advantage depends on its investment strategy, performance, and fees.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the fund's NAV and market price appreciation over time. This is impacted by asset allocation decisions and market performance.
Future Projections: Future growth depends on market conditions, interest rate policies, and Nuveen's ability to generate income and capital appreciation. Analyst estimates are not readily available for individual closed-end funds.
Recent Initiatives: Recent initiatives may involve adjusting the fund's asset allocation in response to changing market conditions or launching new investment strategies.
Summary
Nuveen Multi-Asset Income Fund provides diversified exposure to income-generating assets. Its strengths include diversification and an experienced management team; however, its closed-end structure and reliance on Nuveen's investment decisions are weaknesses. Rising interest rates and economic downturns pose threats, while the increasing demand for income-generating assets presents an opportunity. Monitoring the fund's NAV and distribution rate is crucial for income investors.
Similar Companies
BIT
Blackrock Multi Sector Income Closed Fund
BIT
Blackrock Multi Sector Income Closed Fund
Sources and Disclaimers
Data Sources:
- Nuveen official website
- Financial data providers (e.g., Bloomberg, Reuters)
- Fund prospectuses
- Investment research reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is approximate and based on available information. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Nuveen Multi-Asset Income Fund
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2021-11-22 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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