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Nuveen Preferred Secs & Inc C NPSCX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 15.01  /  −0.12 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.760%
  • 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 4.88%
  • Effective Duration 3.48 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis NPSCX

Will NPSCX outperform in future?

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

Strength in Nuveen Preferred Secs& Inc C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings NPSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HSBC Holdings PLC 6.38%

1.75 75.4 Mil
Corporate

JPMorgan Chase & Co DR

1.46 62.8 Mil
Financial Services

Assured Guaranty Municipal Holdings Inc 6.4%

1.42 61.1 Mil
Corporate

Assurant Inc. 7%

1.21 52.3 Mil
Corporate

Societe Generale S.A. 10%

1.16 50.0 Mil
Corporate

Farm Credit Bank of Texas Class B

1.15 49.7 Mil
Corporate

Citigroup Inc. 5.95%

1.14 49.3 Mil
Corporate

Barclays PLC 8%

1.13 48.8 Mil
Corporate

SBL Holdings Inc. 7%

1.12 48.2 Mil
Corporate

Deutsche Bank AG 6%

1.11 48.0 Mil
Corporate