Deann Morgan - Nuveen Floating Vice President
| JFR Fund | USD 9.03 0.02 0.22% |
| Age | 52 |
| Tenure | 4 years |
| Phone | 312 917 7700 |
| Web | https://www.nuveen.com/CEF/Product/Overview.aspx?FundCode=JFR&refsrc=vu_nuveen.com/jfr |
Nuveen Floating Management Performance (%)
The company has Return on Asset of 2.32 % which means that on every $100 spent on assets, it made $2.32 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (2.67) %, meaning that it generated no profit with money invested by stockholders. Nuveen Floating's management efficiency ratios could be used to measure how well Nuveen Floating manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
| Showing other executives | One Year Return | ||
| Deidre Walsh | Eaton Vance Municipal | 50 | |
| Michael Clarke | MFS Investment Grade | 55 | |
| John Clark | MFS Investment Grade | 52 | |
| Barry Vallan | MFS Investment Grade | 55 | |
| Clarence Otis | MFS Investment Grade | 64 | |
| Claire GallRobinson | SCOR PK | 48 | |
| Heidi Hardin | MFS Investment Grade | 51 | |
| MARCUS SMITH | Eaton Vance Municipal | 55 | |
| Eric Stein | Eaton Vance Municipal | 41 | |
| Amanda Mooradian | MFS Investment Grade | 41 | |
| Payson CFA | Eaton Vance Municipal | N/A | |
| John Caroselli | MFS Investment Grade | 66 | |
| Richard Froio | Eaton Vance Municipal | 53 | |
| James Kilman | MFS Investment Grade | 59 | |
| Franois Varenne | SCOR PK | 57 | |
| W Bradley | DTF Tax Free | 46 | |
| Michael Roberge | MFS Investment Grade | 53 | |
| Marc Philippe | SCOR PK | 54 | |
| Fabian Uffer | SCOR PK | N/A | |
| Frieder Knupling | SCOR PK | 53 | |
| Peter Jones | MFS Investment Grade | 65 | |
Management Performance
| Return On Equity | -2.67 | |||
| Return On Asset | 2.32 |
Nuveen Floating Rate Leadership Team
Elected by the shareholders, the Nuveen Floating's board of directors comprises two types of representatives: Nuveen Floating inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Nuveen. The board's role is to monitor Nuveen Floating's management team and ensure that shareholders' interests are well served. Nuveen Floating's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Nuveen Floating's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Mark Winget, Vice President Assistant Secretary | ||
| Robert Young, Independent Director | ||
| E Wickerham, Vice President Controller | ||
| Deann Morgan, Vice President | ||
| Jack Evans, Independent Director | ||
| David Lamb, Chief Administrative Officer | ||
| Mark Czarniecki, Vice President Assistant Secretary | ||
| Cedric Antosiewicz, Chief Administrative Officer | ||
| Judith Stockdale, Independent Director | ||
| William Siffermann, Vice President | ||
| William Meyers, Vice President | ||
| Michael Perry, Vice President | ||
| Jacques Longerstaey, Vice President | ||
| Matthew Thornton, Independent Director | ||
| Margaret Wolff, Independent Director | ||
| Brian Lockhart, Vice President | ||
| Diana Gonzalez, Vice President Assistant Secretary | ||
| Gifford Zimmerman, Chief Compliance Officer, Vice President | ||
| Nathaniel Jones, Vice President Treasurer | ||
| Terence Toth, Independent Chairman of the Board | ||
| Carole Stone, Independent Director | ||
| Jon Meissner, Vice President, Assistant Secretary | ||
| Christopher Rohrbacher, Vice President Assistant Secretary | ||
| Walter Kelly, Vice President, Chief Compliance Officer | ||
| John Nelson, Independent Director | ||
| Albin Moschner, Independent Director | ||
| Kevin McCarthy, Vice President, Assistant Secretary | ||
| William Hunter, Independent Director | ||
| Tina Lazar, Vice President |
Nuveen Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Nuveen Floating a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -2.67 | |||
| Return On Asset | 2.32 | |||
| Profit Margin | (33.89) % | |||
| Operating Margin | 79.88 % | |||
| Current Valuation | 679.52 M | |||
| Shares Outstanding | 56.92 M | |||
| Shares Owned By Insiders | 0.06 % | |||
| Shares Owned By Institutions | 33.53 % | |||
| Number Of Shares Shorted | 23.1 K | |||
| Price To Earning | 10.51 X |
Pair Trading with Nuveen Floating
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Nuveen Floating position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Nuveen Floating will appreciate offsetting losses from the drop in the long position's value.Moving together with Nuveen Fund
| 0.85 | KMKCX | Kinetics Market Oppo Steady Growth | PairCorr |
| 0.84 | KSCYX | Kinetics Small Cap Steady Growth | PairCorr |
| 0.84 | WWNPX | Kinetics Paradigm Steady Growth | PairCorr |
| 0.66 | LETRX | Voya Russia Fund | PairCorr |
| 0.84 | KNPCX | Kinetics Paradigm Steady Growth | PairCorr |
The ability to find closely correlated positions to Nuveen Floating could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nuveen Floating when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Nuveen Floating - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Nuveen Floating Rate to buy it.
The correlation of Nuveen Floating is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Nuveen Floating moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nuveen Floating Rate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Nuveen Floating can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Nuveen Fund
Nuveen Floating 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 Floating security.
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