Price Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
5.20% -3.79% 2.462B 1.359M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 39.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks high current income and total return by investing substantially in preferred securities, convertible securities and related instruments. The Fund will allocate approximately 60%, 30% and 10% of the Fund's assets to preferred securities, convertible securities and other debt instruments, respectively.
General
Security Type Closed-End Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Conservative
Peer Group Income & Preferred Stock Funds
Global Macro Mixed Asset HC Conservative
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income & Preferred Stock Funds
Fund Owner Firm Name Nuveen
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-12.68%
35.25%
-1.97%
9.75%
-19.15%
0.72%
27.57%
-3.14%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
-9.83%
-12.28%
36.78%
2.40%
11.95%
-22.56%
5.44%
15.43%
2.04%
-9.01%
42.61%
-3.78%
3.90%
-24.59%
9.87%
12.86%
-1.69%
-11.98%
28.23%
10.31%
8.54%
-25.83%
5.27%
20.87%
-2.82%
-9.68%
29.71%
9.46%
7.75%
-22.35%
5.78%
18.50%
-2.13%
As of April 18, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of January 31, 2025.
Type % Net
Cash 0.69%
Stock 3.69%
Bond 88.42%
Convertible 0.00%
Preferred 5.56%
Other 1.63%
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Basic Info

Investment Strategy
The Fund seeks high current income and total return by investing substantially in preferred securities, convertible securities and related instruments. The Fund will allocate approximately 60%, 30% and 10% of the Fund's assets to preferred securities, convertible securities and other debt instruments, respectively.
General
Security Type Closed-End Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Conservative
Peer Group Income & Preferred Stock Funds
Global Macro Mixed Asset HC Conservative
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income & Preferred Stock Funds
Fund Owner Firm Name Nuveen
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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