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Upturn AI SWOT - About
Nuveen Select Tax-Free Income Portfolio (NXP)
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Upturn Advisory Summary
03/27/2025: NXP (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.08% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 706.77M USD | Price to earnings Ratio 9.15 | 1Y Target Price - |
Price to earnings Ratio 9.15 | 1Y Target Price - | ||
Volume (30-day avg) 88085 | Beta 0.32 | 52 Weeks Range 13.31 - 15.04 | Updated Date 04/1/2025 |
52 Weeks Range 13.31 - 15.04 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.35% | Basic EPS (TTM) 1.57 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 238.89% | Operating Margin (TTM) 94.78% |
Management Effectiveness
Return on Assets (TTM) 2.65% | Return on Equity (TTM) 10.88% |
Valuation
Trailing PE 9.15 | Forward PE - | Enterprise Value 703334912 | Price to Sales(TTM) 22.55 |
Enterprise Value 703334912 | Price to Sales(TTM) 22.55 | ||
Enterprise Value to Revenue 9.4 | Enterprise Value to EBITDA - | Shares Outstanding 49183400 | Shares Floating - |
Shares Outstanding 49183400 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 17.32 |
Analyst Ratings
Rating 3 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Nuveen Select Tax-Free Income Portfolio
Company Overview
History and Background
Nuveen Select Tax-Free Income Portfolio is a closed-end fund managed by Nuveen Asset Management. It primarily invests in municipal bonds to provide federally tax-free income. The fund has been operating for several years, adapting to changing market conditions and interest rate environments.
Core Business Areas
- Municipal Bond Investments: The fund's core business is investing in a diversified portfolio of municipal bonds. These bonds are issued by state and local governments to finance public projects. The fund aims to generate income that is exempt from federal income taxes.
Leadership and Structure
Nuveen Asset Management serves as the investment advisor. The fund is overseen by a board of directors who are responsible for ensuring the fund is managed in the best interests of its shareholders.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income Fund (NXP): Nuveen Select Tax-Free Income Portfolio (NXP) offers investors a way to generate tax-exempt income through municipal bond investments. The fund's market share is difficult to precisely determine as it's a closed-end fund within the broader municipal bond market. Competitors include other closed-end municipal bond funds from firms like BlackRock and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit ratings of issuers, and federal tax policy. Demand for municipal bonds is often driven by investors seeking tax-advantaged income. Changes in interest rates can affect bond prices, while credit rating downgrades can negatively impact bond values.
Positioning
Nuveen Select Tax-Free Income Portfolio is positioned as a provider of tax-exempt income for investors in higher tax brackets. Its competitive advantage lies in its experienced management team and diversified portfolio. Tax-exempt income helps investors in high tax brackets.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is estimated to be trillions of dollars. The Nuveen fund's position within this TAM is small, focused on retail investors seeking tax-advantaged income.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio of municipal bonds
- Tax-exempt income for investors
- Established brand name of Nuveen
Weaknesses
- Sensitivity to interest rate changes
- Credit risk of municipal bond issuers
- Closed-end fund structure limits flexibility
- Management fees reduce investor returns
Opportunities
- Increased demand for tax-exempt income
- Growth in the municipal bond market
- Expansion of product offerings within the tax-free space
- Strategic acquisitions or partnerships
Threats
- Rising interest rates
- Changes in federal tax policy
- Credit downgrades of municipal bond issuers
- Increased competition from other investment products
Competitors and Market Share
Key Competitors
- BBN
- EIM
- VFL
Competitive Landscape
NXP competes with other closed-end municipal bond funds. Its advantages may include a strong track record or a specific investment strategy. Disadvantages may include higher expense ratios or lower yields compared to peers.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: The fund's growth is tied to the overall demand for municipal bonds and its ability to generate attractive tax-exempt income.
Future Projections: Future performance depends on interest rate trends, credit quality of municipal issuers, and the management team's investment decisions. Analyst estimates are unavailable for this specific closed-end fund.
Recent Initiatives: Recent initiatives likely involve adjusting the portfolio composition to manage interest rate risk and credit risk.
Summary
Nuveen Select Tax-Free Income Portfolio (NXP) offers investors tax-exempt income through municipal bond investments. Its strength lies in the experienced management team. Rising interest rates and credit risks associated with municipal bonds are threats. The fund's future depends on its ability to adapt to changing market conditions and generate attractive returns.
Similar Companies
- BBN
- EIM
- VFL
- MUB
Sources and Disclaimers
Data Sources:
- Nuveen's official website
- Yahoo Finance
- Morningstar
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and consultation with a financial advisor. Market share data is approximate.
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 Select Tax-Free Income Portfolio
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1992-03-19 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Nuveen Select Tax-Free Income Portfolio is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of United States. The fund invests in the investment-grade municipal securities rated Baa and BBB or better. It benchmarks the performance of its portfolio against the Standard & Poor's (S&P) National Municipal Bond Index and Lipper General and Insured Unleveraged Municipal Debt Funds Average. Nuveen Select Tax-Free Income Portfolio was formed on March 19, 1992 and is domiciled in the United States.
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