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Morningstar

Nuveen Preferred Secs & Inc I NPSRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.76  /  0.21 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Preferred Stock
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 5.81%
  • Effective Duration 2.41 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis NPSRX

Will NPSRX 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 NPSRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NPSRX 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 NPSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Nuveen Preferred Secs & Inc I's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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