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Morningstar

Nuveen Preferred Secs & Inc C NPSCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.70  /  0.33 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Preferred Stock
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 4.72%
  • Effective Duration 2.41 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis NPSCX

Will NPSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NPSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NPSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NPSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Nuveen Preferred Secs & Inc C's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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