Nuveen Core Financial Statements From 2010 to 2024
| JCE Fund | USD 15.71 0.02 0.13% |
Market Capitalization 254.3 M |
Check Nuveen Core financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Nuveen Core's main balance sheet or income statement drivers, such as , as well as many indicators such as . Nuveen financial statements analysis is a perfect complement when working with Nuveen Core Valuation or Volatility modules.
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Nuveen Core Equity Fund Beta Analysis
Nuveen Core's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Nuveen Core Beta | 1.16 |
Most of Nuveen Core's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nuveen Core Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Nuveen Core Equity has a Beta of 1.16. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The beta for all United States funds is notably lower than that of the firm.
Nuveen Core Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Core's current stock value. Our valuation model uses many indicators to compare Nuveen Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nuveen Core competition to find correlations between indicators driving Nuveen Core's intrinsic value. More Info.Nuveen Core Equity is rated below average in price to earning among similar funds. It is rated fourth overall fund in beta among similar funds totaling about 0.35 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Nuveen Core Equity is roughly 2.88 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Nuveen Core by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.About Nuveen Core Financial Statements
Nuveen Core stakeholders use historical fundamental indicators, such as Nuveen Core's revenue or net income, to determine how well the company is positioned to perform in the future. Although Nuveen Core investors may analyze each financial statement separately, they are all interrelated. For example, changes in Nuveen Core's assets and liabilities are reflected in the revenues and expenses on Nuveen Core's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Nuveen Core Equity. Please read more on our technical analysis and fundamental analysis pages.
Nuveen Core Equity Alpha Fund is a closed-ended equity mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and INTECH Investment Management. It invests in the public equity markets of the United States. The fund also invests some portion of its portfolio in derivatives using futures and options. It invests in stocks of companies operating across diversified sectors. It primarily invests in stocks of large-cap companies with market capitalization within the range of SP 500 Index. The fund employs quantitative analysis to create its portfolio. It benchmarks the performance of its portfolio against the SP 500 Index. Nuveen Core Equity Alpha Fund was formed on March 23, 2007 and is domiciled in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Nuveen Fund
Nuveen Core financial ratios help investors to determine whether Nuveen Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Core security.
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