(JCE) Nuveen Core Equity Alpha - Ratings and Ratios
Stocks, Equities, Securities, Investments, Assets
Description: JCE Nuveen Core Equity Alpha
Nuveen Core Equity Alpha Closed Fund (NYSE:JCE) is a Large Growth fund listed on the NYSE, originating from the USA. As a closed-end fund, it provides investors with a diversified portfolio of equities, aiming to generate alpha through a core equity strategy.
To evaluate the funds performance, we can look beyond the provided technical and fundamental data. Key Performance Indicators (KPIs) such as the funds yield, distribution coverage, and expense ratio can provide valuable insights. For instance, a high yield might indicate an attractive income stream, while a strong distribution coverage ratio suggests the funds ability to sustain its dividend payments. Additionally, a relatively low expense ratio would imply cost-efficient management.
Further analysis could involve examining the funds holdings, sector allocation, and geographic diversification to understand its risk profile and potential for long-term growth. A fund with a diversified portfolio and a consistent investment strategy is likely to be more resilient during market fluctuations. Moreover, the funds alpha generation capabilities, as implied by its name, can be assessed by comparing its returns to those of its benchmark, adjusting for risk.
From a trading perspective, the funds liquidity, trading volume, and market sentiment indicators (e.g., put-call ratio, short interest) can influence its price dynamics. Understanding these factors can help investors make more informed decisions about their investment in JCE.
JCE Fund Overview
| Market Cap in USD | 254m |
| Style | Large Growth |
| TER | 0.98% |
| IPO / Inception | 2007-03-27 |
JCE Fund Ratings
| Growth Rating | 72.5% |
| Fundamental | - |
| Dividend Rating | 73.7% |
| Return 12m vs S&P 500 | -4.84% |
| Analyst Rating | - |
JCE Dividends
| Dividend Yield 12m | 8.27% |
| Yield on Cost 5y | 16.98% |
| Annual Growth 5y | 8.46% |
| Payout Consistency | 87.4% |
| Payout Ratio | % |
JCE Growth Ratios
| Growth Correlation 3m | 83.2% |
| Growth Correlation 12m | 61.7% |
| Growth Correlation 5y | 83% |
| CAGR 5y | 17.12% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.75 |
| CAGR/Mean DD 3y (Pain Ratio) | 2.17 |
| Sharpe Ratio 12m | 0.68 |
| Alpha | -3.61 |
| Beta | |
| Volatility | 18.28% |
| Current Volume | 43.5k |
| Average Volume 20d | 47.6k |
| Stop Loss | 15 (-3%) |
| Signal | -0.61 |
What is the price of JCE shares?
Over the past week, the price has changed by -1.02%, over one month by -0.45%, over three months by +2.34% and over the past year by +9.28%.
Is Nuveen Core Equity Alpha a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of JCE is around 16.77 USD . This means that JCE is currently overvalued and has a potential downside of 8.4%.
Is JCE a buy, sell or hold?
What are the forecasts/targets for the JCE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 18.8 | 21.5% |
Last update: 2025-10-15 03:50
JCE Fundamental Data Overview
Beta = None
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 254.3m USD (254.3m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 254.3m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 254.3m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.04% (E(254.3m)/V(254.3m) * Re(9.04%) + (debt-free company))
Discount Rate = 9.04% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for JCE Fund
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle