Nuveen Mutual Fund Financials

NCSRX -  USA Fund  

USD 17.46  0.03  0.17%

Understanding current and past Nuveen Symphony Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Nuveen Symphony's financial statements are interrelated, with each one affecting the others. For example, an increase in Nuveen Symphony's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Nuveen Symphony's financials over time to get the whole picture.
You can employ fundamental analysis to find out if Nuveen Symphony High is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to interpolate data for twelve available fundamentals for Nuveen Symphony, which can be compared to its peers in the industry. Please exercise Nuveen Symphony High total asset and last dividend paid to make a decision on whether Nuveen Symphony High is priced favorably. Use Nuveen Symphony to enhance returns of your portfolios. The fund experiences a normal upward fluctuation. Check odds of Nuveen Symphony to be traded at $18.33 in 90 days.
With this module, you can analyze Nuveen financials for your investing period. You should be able to track the changes in Nuveen Symphony individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Chance Of Financial Distress
Less than 1
Nuveen Symphony High has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Nuveen Symphony mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Nuveen Symphony's official financial statements usually reflect Nuveen Symphony's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Nuveen Symphony High. For example, before you start analyzing numbers published by Nuveen accountants, it's critical to develop an understanding of what Nuveen Symphony's liquidity, profitability, and earnings quality are in the context of the Nuveen space in which it operates.
Please note that past performance is not an indicator of the future performance of Nuveen Symphony, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Nuveen Symphony Company Summary

Nuveen Symphony competes with Vanguard High-Yield, Blackrock High, Blackrock High, and PGIM High. The investment seeks current income and capital appreciation. Nuveen Symphony is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressCO John Nuveen
Mutual Fund FamilyNuveen
Mutual Fund CategoryHigh Yield Bond
Phone800 257 8787
CurrencyUSD - US Dollar
You should never invest in Nuveen Symphony without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Nuveen Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Nuveen Symphony's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Nuveen Symphony Key Financial Ratios

Generally speaking, Nuveen Symphony's financial ratios allow both analysts and investors to convert raw data from Nuveen Symphony's financial statements into concise, actionable information that can be used to evaluate the performance of Nuveen Symphony over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Nuveen Symphony High reports annually and quarterly.

Nuveen Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Symphony's current stock value. Our valuation model uses many indicators to compare Nuveen Symphony value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nuveen Symphony competition to find correlations between indicators driving Nuveen Symphony's intrinsic value. More Info.
Nuveen Symphony High is number one fund in cash position weight among similar funds. It is regarded second largest fund in bond positions weight among similar funds creating about  2.17  of Bond Positions Weight per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Nuveen Symphony by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Nuveen Symphony's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nuveen Symphony's earnings, one of the primary drivers of an investment's value.

Nuveen Symphony High Systematic Risk

Nuveen Symphony's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Nuveen Symphony volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Nuveen Symphony High correlated with the market. If Beta is less than 0 Nuveen Symphony generally moves in the opposite direction as compared to the market. If Nuveen Symphony Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Nuveen Symphony High is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Nuveen Symphony is generally in the same direction as the market. If Beta > 1 Nuveen Symphony moves generally in the same direction as, but more than the movement of the benchmark.

About Nuveen Symphony Financials

What exactly are Nuveen Symphony Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Nuveen Symphony's income statement, its balance sheet, and the statement of cash flows. Potential Nuveen Symphony investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Nuveen Symphony investors may use each financial statement separately, they are all related. The changes in Nuveen Symphony's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Nuveen Symphony's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Nuveen Symphony is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Nuveen grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Nuveen Symphony High is regarded fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of High Yield Bond category is currently estimated at about 100.16 Billion. Nuveen Symphony maintains roughly 582.88 Million in net asset contributing less than 1% to all funds under High Yield Bond category.

Nuveen Symphony May 24, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Nuveen Symphony help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Nuveen Symphony High. We use our internally-developed statistical techniques to arrive at the intrinsic value of Nuveen Symphony High based on widely used predictive technical indicators. In general, we focus on analyzing Nuveen Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Nuveen Symphony's daily price indicators and compare them against related drivers.
Information Ratio0.0018
Maximum Drawdown1.83
Value At Risk(0.71)
Potential Upside0.6504
Additionally, see Stocks Correlation. Note that the Nuveen Symphony High information on this page should be used as a complementary analysis to other Nuveen Symphony's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Nuveen Symphony High price analysis, check to measure Nuveen Symphony's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nuveen Symphony is operating at the current time. Most of Nuveen Symphony's value examination focuses on studying past and present price action to predict the probability of Nuveen Symphony's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Nuveen Symphony's price. Additionally, you may evaluate how the addition of Nuveen Symphony to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Nuveen Symphony's value and its price as these two are different measures arrived at by different means. Investors typically determine Nuveen Symphony value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen Symphony's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.