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NPFI
+0.14 · +0.52%
$26.29 · NASDAQ

Nuveen Preferred and Income ETF (NPFI) ETF Analysis | Preferred Stock

Nuveen · USA
AUM:$145.4M
#– of – in Preferred Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is NPFI?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to pursue its investment objective by investing, under normal market conditions, at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in preferred securities and other income producing securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
NPFI returned 9.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 5.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$145.4M
Expense Ratio0.55%
Dividend Yield6.26%
Holdings5
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderNuveen
Beta–
CategoryPreferred Stock
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.7%
1Y
+3.3%
3Y
+16.5%
5Y
+16.5%
OpenBook InsightIf you had invested £10,000 in NPFI 5 years ago, it would have grown to £11,654 — a gain of £1,654.

Annual Returns

Calendar year performance

NPFI delivered positive returns in 3 of the last 3 calendar years.
YearNPFI
2026 YTD+0.3%
2025+9.1%
2024+6.2%
CAGR 2yr+7.7%
3/3 positive yearsAvg return: +5.2%Worst year: +0.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
2.3%
Low
Momentum
-0.2%
30-day change
Support Level
25.83
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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