Nuveen Preferred and Income Term (JPI)

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Fund • ISIN: US67075A1060 • Preferred Stock

Bonds, Preferred Stocks, Income Securities

Nuveen Preferred and Income Term Closed Fund (NYSE:JPI) is a closed-end management investment company that seeks to provide a high level of current income and capital appreciation. The fund invests in a diversified portfolio of preferred and debt securities, with a focus on investment-grade quality.

The fund's investment strategy involves actively managing a portfolio of preferred stocks, bonds, and other debt securities, with a focus on generating regular income for shareholders. The fund's managers use a bottom-up approach to select securities, focusing on fundamental analysis and credit research to identify undervalued opportunities.

JPI's portfolio is diversified across various sectors, including financials, utilities, and industrials, which helps to minimize risk and increase potential returns. The fund's investment approach is designed to provide a relatively stable source of income, making it an attractive option for income-focused investors.

As a closed-end fund, JPI issues a fixed number of shares, which can trade at a premium or discount to their net asset value (NAV). This structure allows investors to potentially benefit from the fund's investment strategy while also providing a level of liquidity.

With a long-term perspective, JPI aims to provide shareholders with a regular stream of income, while also seeking to preserve capital and potentially generate long-term capital appreciation. By investing in a diversified portfolio of preferred and debt securities, JPI offers investors a unique opportunity to access a broad range of income-generating assets.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for Nuveen Preferred and Income Term (JPI)

JPI Fund Overview

Market Cap in USD 487m
Style Preferred Stock
TER 1.67%
IPO / Inception 2012-07-26

JPI Fund Ratings

Growth 5y 18.6
Fundamental -
Dividend 5.06
Rel. Performance vs Sector -0.43
Analysts -
Fair Price Momentum 17.97 USD
Fair Price DCF -

JPI Dividends

Yield 12m 5.56%
Yield on Cost 5y 6.45%
Dividends CAGR 5y -5.48%
Payout Consistency 91.5%

JPI Growth Ratios

Growth 12m 22.27%
Growth Correlation 12m 80%
Growth Correlation 3m 61%
CAGR 5y 3.00%
CAGR/Mean DD 5y 0.24
Sharpe Ratio 12m 2.00
Alpha vs SP500 12m -0.96
Beta vs SP500 5y weekly 0.88
ValueRay RSI 47.53
Volatility GJR Garch 1y 6.95%
Price / SMA 50 1.84%
Price / SMA 200 9.06%
Current Volume 95k
Average Volume 20d 44.4k

External Links for JPI Fund

Wall Street JournalBenzingaYahoo Finance
Fund Manager Positions
What is the price of JPI stocks?
As of June 13, 2024, the stock is trading at USD 19.39 with a total of 95,003 shares traded.
Over the past week, the price has changed by +0.34%, over one month by +1.27%, over three months by +3.83% and over the past year by +21.47%.
What are the forecast for JPI stock price target?
According to ValueRays Forecast Model, JPI Nuveen Preferred and Income Term will be worth about 20 in June 2025. The stock is currently trading at 19.39. This means that the stock has a potential upside of +2.99%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 20 2.99