Nuveen Floating Rate Fund Retained Earnings
| JRODelisted Fund | USD 7.83 0.05 0.64% |
Nuveen Floating Rate fundamentals help investors to digest information that contributes to Nuveen Floating'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 Floating'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 Floating fund.
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Nuveen Floating Rate Fund Retained Earnings Analysis
Nuveen Floating's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Current Nuveen Floating Retained Earnings | (129.9 M) |
Most of Nuveen Floating's fundamental indicators, such as Retained Earnings, 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 Floating Rate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
CompetitionNuveen Floating Retained Earnings Component Assessment
Based on the latest financial disclosure, Nuveen Floating Rate has a Retained Earnings of (129.9 Million). This is 100.85% lower than that of the Financial Services family and 108.95% lower than that of the Asset Management category. The retained earnings for all United States funds is 101.39% higher than that of the company.
Nuveen Retained Earnings Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nuveen Floating's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Nuveen Floating could also be used in its relative valuation, which is a method of valuing Nuveen Floating by comparing valuation metrics of similar companies.Nuveen Floating is currently under evaluation in retained earnings among similar funds.
Nuveen Fundamentals
| Return On Equity | -2.65 | |||
| Return On Asset | 2.39 | |||
| Profit Margin | (33.43) % | |||
| Operating Margin | 81.92 % | |||
| Current Valuation | 548.67 M | |||
| Shares Outstanding | 40.54 M | |||
| Shares Owned By Insiders | 0.02 % | |||
| Shares Owned By Institutions | 33.78 % | |||
| Number Of Shares Shorted | 56.22 K | |||
| Price To Earning | 9.31 X | |||
| Price To Book | 0.81 X | |||
| Price To Sales | 10.59 X | |||
| Revenue | 31.52 M | |||
| Gross Profit | 31.52 M | |||
| Net Income | (10.53 M) | |||
| Cash And Equivalents | 4.3 M | |||
| Cash Per Share | 0.11 X | |||
| Total Debt | 237.16 M | |||
| Debt To Equity | 0.63 % | |||
| Current Ratio | 0.97 X | |||
| Book Value Per Share | 10.11 X | |||
| Cash Flow From Operations | 33.55 M | |||
| Short Ratio | 0.46 X | |||
| Earnings Per Share | (0.15) X | |||
| Number Of Employees | 23 | |||
| Beta | 0.56 | |||
| Market Capitalization | 333.69 M | |||
| Total Asset | 393.6 M | |||
| Retained Earnings | (129.9 M) | |||
| Z Score | 0.6 | |||
| Five Year Return | 7.55 % | |||
| Last Dividend Paid | 0.79 |
About Nuveen Floating Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nuveen Floating Rate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nuveen Floating using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nuveen Floating Rate based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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 against Nuveen Fund
| 0.74 | KO | Coca Cola Aggressive Push | PairCorr |
| 0.69 | VZ | Verizon Communications Aggressive Push | PairCorr |
| 0.66 | PFE | Pfizer Inc Fiscal Year End 4th of February 2025 | PairCorr |
| 0.64 | MRK | Merck Company Fiscal Year End 6th of February 2025 | PairCorr |
| 0.56 | JNJ | Johnson Johnson Sell-off Trend | 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.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 metropolitan statistical area. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Other Consideration for investing in Nuveen Fund
If you are still planning to invest in Nuveen Floating Rate 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 Floating's history and understand the potential risks before investing.
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