JPI : Nuveen Preferred & Income Term Fund

JPI is a Other Market Preferred Stock with MODERATE fees.

JPI

Nuveen Preferred & Income Term Fund

FI Score

50 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

50% FI Score
  • jpi
  • Mutual Fund
  • Other
  • Preferred Stock

Nuveen Preferred & Income Term Fund

Expenses: 2.72% (Better than 1% of similar funds)

This is an OK choice for a Preferred Stock Other fund. See why ยป

Fund Summary

Largest Holdings

Amount Holding
2.59% Farm Credit Bank of Texas Class B
2.25% CoBank ACB Perp Pfd Shs Series -F- Restricted
2.00% JPMorgan Chase & Co Deposit Shs Repr 1/10th Non-Cum Perp Pfd Shs Series -S-
1.86% Compeer Financial, ACA 6.75%
1.83% Lloyds Banking Group plc 7.5%
1.78% Ubs Group Ag Regs
1.75% Assured Guaranty Municipal Holdings 6.4%
1.73% QBE Insurance Group Limited 7.5%
1.70% Land O'Lakes Inc. 8%
1.66% Credit Agricole S.A. 8.12%
1.61% Truist Financial Corporation 4.8%
1.55% General Electric Company 5%
1.51% HSBC Holdings plc 6.38%
1.43% Citigroup Inc. 5.95%
1.39% BNP Paribas 7.38%
1.32% Wells Fargo & Company 5.88%
1.26% Assurant Inc. 7%
1.19% Credit Suisse Group AG 7.5%
1.19% Credit Suisse Group AG 7.25%
1.17% AgriBank FCB Non-Cum Perp Pfd Shs Series -A-
1.17% Aspen Insurance Holdings Ltd 5.95 % Non-Cum Perp Pref Shs
1.08% EMERA INCORPORATED 6.75%
1.05% Credit Agricole S.A. 7.88%
1.01% Citigroup Inc. 6.3%
0.99% Voya Financial Inc Pfd

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