Nuveen Mortgage Opportunity Fund Beta
Nuveen Mortgage Opportunity fundamentals help investors to digest information that contributes to Nuveen Mortgage's financial success or failures. It also enables traders to predict the movement of Nuveen Fund. The fundamental analysis module provides a way to measure Nuveen Mortgage's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nuveen Mortgage fund.
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Nuveen Mortgage Opportunity Fund Beta Analysis
Nuveen Mortgage'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 Mortgage Beta | 0.09 |
Most of Nuveen Mortgage'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 Mortgage Opportunity 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.
CompetitionNuveen Mortgage Beta Component Assessment
In accordance with the recently published financial statements, Nuveen Mortgage Opportunity has a Beta of 0.09. This is 89.02% lower than that of the Financial Services family and 92.62% lower than that of the Asset Management category. The beta for all United States funds is 160.0% lower than that of the firm.
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As returns on the market increase, Nuveen Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Mortgage is expected to be smaller as well.
Nuveen Fundamentals
| Shares Outstanding | 4.88 M | |||
| Shares Owned By Institutions | 36.75 % | |||
| Number Of Shares Shorted | 922 | |||
| Short Ratio | 0.08 X | |||
| Number Of Employees | 20 | |||
| Beta | 0.09 | |||
| Market Capitalization | 107.55 M | |||
| Five Year Return | 6.30 % | |||
| Last Dividend Paid | 1.35 |
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Other Consideration for investing in Nuveen Fund
If you are still planning to invest in Nuveen Mortgage Oppo check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Nuveen Mortgage's history and understand the potential risks before investing.
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