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JFRNuveen Floating Rate Income FunHold5.0·$7.18
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Nuveen Floating Rate Income Fun (JFR) Stock Analysis

HoldVALUE-TRAP 1/5ValueShortModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $7.18, but acceptable to hold if already in. Reasons: Weak overall score: 5.0/10; Weak growth.

Nuveen Floating Rate Income Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. It is co-managed by Nuveen Fund Advisors LLC and Symphony Asset Management LLC. The fund invests in fixed income markets of the United States. It primarily invests in... Read more

$7.18+15.0% A.UpsideScore 5.0/10#186 of 229 Asset Management
QualityF-score6 / 9FCF yield5.85%
IncomeYield13.04%(5y avg 10.42%)Payout201.02%at-risk
Stop $6.98Default target $8.26A.R:R 0.0:1

Hold if already holding. Not a fresh buy at $7.18, but acceptable to hold if already in. Reasons: Weak overall score: 5.0/10; Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.0/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Risks
Weak overall score: 5.0/10
Weak growth
Negative momentum

Key Metrics

P/E (TTM)14.7
P/E (Fwd)—
Mkt Cap$1.2B
EV/EBITDA—
Profit Mgn44.5%
ROE5.6%
Rev Growth-6.1%
Beta0.40
Dividend13.04%
Rating analysts—

Quality Signals

Piotroski F6/9

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Revenue shrinking — -6.1% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
1.0
Earnings Growth
1.0
Declining revenue: -6%

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Obv
1.0
Ma Position
2.2
Volume
2.5
Macd
3.9
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA but MA still rising (+0.5%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 2.8<4.5A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
42 · Neutral
↓ 20D MA↓ 50D MA↓ 200D MAGOLDEN CROSSSupport $7.09Resistance $7.42

Price Targets

$7
$8
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0%
Max %0%
RegimeRisk-Off

Risk Alerts

! momentum at 2.8 (below the engine's 4.5 threshold)

Earnings

We could not retrieve earnings history for JFR.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is JFR stock a buy right now?

Hold if already holding. Not a fresh buy at $7.18, but acceptable to hold if already in. Reasons: Weak overall score: 5.0/10; Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Default target $8.26 (+15.0%), stop $6.98 (−2.9%), A.R:R 0.0:1. Score 5.0/10, moderate confidence.

What is the JFR stock price target?

Default target: $8.26 (+15.0% upside). Default target $8.26 (+15.0%), stop $6.98 (−2.9%), A.R:R 0.0:1. Stop-loss: $6.98.

What are the risks of investing in JFR?

Weak overall score: 5.0/10; Weak growth; Negative momentum.

Is JFR overvalued or undervalued?

Nuveen Floating Rate Income Fun trades at a P/E of 14.7 (forward N/A). TrendMatrix value score: 6.9/10. Verdict: Hold.

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What does Nuveen Floating Rate Income Fun do?Nuveen Floating Rate Income Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. It is...

Nuveen Floating Rate Income Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. It is co-managed by Nuveen Fund Advisors LLC and Symphony Asset Management LLC. The fund invests in fixed income markets of the United States. It primarily invests in adjustable rate secured and unsecured senior loans. Nuveen Floating Rate Income Fund was formed on March 24, 2004 and is domiciled in the United States.

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