Nuveen Real Asset Income and Growth Fund (JRI)
Frequently Asked Questions About Nuveen Real Asset Income and Growth Fund (JRI)
Can JRI be included in a retirement portfolio?
Yes, the Nuveen Real Asset Income and Growth Fund can be included in a retirement portfolio. Its focus on income generation and potential for capital appreciation makes it a suitable option for retirement account investors looking for diversification and a hedge against inflation. As with any investment, individuals should consider their specific retirement goals, risk tolerance, and time horizon when including JRI in their portfolio.
How can investors buy shares of JRI?
Investors can buy shares of the Nuveen Real Asset Income and Growth Fund through any brokerage account that offers access to publicly traded securities. JRI trades on the New York Stock Exchange under the ticker symbol 'JRI.' Investors may also purchase shares via direct investments, financial advisors, or through retirement accounts that allow for the inclusion of closed-end funds.
How does JRI approach portfolio management?
The Nuveen Real Asset Income and Growth Fund approaches portfolio management through a disciplined, active investment strategy that emphasizes asset allocation and risk management. The management team conducts thorough research and analysis to identify undervalued securities and sectors within the real asset space. By actively monitoring economic trends and market conditions, the fund aims to optimize its portfolio for maximum income and growth potential.
How does JRI differ from traditional equity mutual funds?
The Nuveen Real Asset Income and Growth Fund differs from traditional equity mutual funds in its focus on real assets rather than solely on stocks or bonds. While traditional equity mutual funds typically invest in publicly traded companies, JRI prioritizes investments in sectors such as real estate, infrastructure, and commodities. This unique investment approach aims to provide diversification, potential inflation protection, and a higher yield compared to traditional equities.
How frequently does JRI distribute dividends?
The Nuveen Real Asset Income and Growth Fund typically distributes dividends on a monthly basis. These distributions are funded from the income generated by the fund’s portfolio investments, including dividends from REITs and interest from other securities. The monthly distribution schedule allows investors to receive regular income, which can be reinvested or used for other financial obligations.
Is JRI suitable for tax-advantaged accounts?
The Nuveen Real Asset Income and Growth Fund may be suitable for tax-advantaged accounts, such as IRAs or 401(k)s, depending on an investor's goals and the tax implications of the dividends received. Since the fund generates income primarily through dividends, investors should consider how this income affects their overall tax situation. Tax-deferred accounts can help investors maximize their returns by delaying tax liabilities on distributions.
What are the historical performance metrics of JRI?
The historical performance metrics of the Nuveen Real Asset Income and Growth Fund can vary based on market conditions and the fund's investment strategy. Generally, investors can review the fund's performance in terms of total returns, income distributions, and risk-adjusted measures like the Sharpe ratio. These metrics provide insight into how the fund has performed over time compared to its benchmarks and peers.
What are the main asset classes targeted by JRI?
The main asset classes targeted by the Nuveen Real Asset Income and Growth Fund include real estate, infrastructure, and natural resources. Within these categories, the fund invests in real estate investment trusts (REITs), master limited partnerships (MLPs), commodities, and other equity and fixed income securities that are tied to tangible assets. This diversified approach helps the fund capitalize on the various benefits that real assets can offer, such as income stability and inflation protection.
What are the risks associated with investing in JRI?
Investing in the Nuveen Real Asset Income and Growth Fund comes with various risks, including market risk, interest rate risk, and specific sector risks associated with real assets. Due to the nature of real assets, such as real estate and infrastructure, changes in economic conditions, market volatility, and fluctuations in commodity prices can affect the fund’s performance. Investors should consider their risk tolerance and investment objectives before investing in JRI.
What does Nuveen Real Asset Income and Growth Fund do?
Nuveen Real Asset Income and Growth Fund (NYSE:JRI) is a closed-end investment fund that primarily focuses on investing in real assets and income-generating securities. The fund aims to provide investors with income and long-term capital appreciation by investing in various real assets, such as real estate investment trusts (REITs), infrastructure, natural resources, and other commodities. The fund's strategy includes actively managing its portfolio to capitalize on market opportunities while focusing on risk-adjusted returns.
What impact does inflation have on JRI?
Inflation can have a significant impact on the Nuveen Real Asset Income and Growth Fund, which invests in real assets that typically perform well during inflationary periods. Real assets like real estate and commodities often retain their value and can provide income that increases alongside inflation. Thus, the fund is designed to offer a potential hedge against inflation, making it appealing during times of rising prices.
What is the current dividend yield for JRI?
The current dividend yield for the Nuveen Real Asset Income and Growth Fund varies over time based on factors such as market conditions and changes in income distributions. Investors interested in the yield should check the latest data from financial platforms or the fund's official website. The yield is often expressed as a percentage of the fund's current share price relative to its annual dividend payments.
What is the expense ratio for JRI?
The expense ratio for the Nuveen Real Asset Income and Growth Fund reflects the fund's operating expenses relative to its assets. This ratio includes management fees, administrative costs, and other expenses associated with running the fund. Investors should review the expense ratio as it can impact overall returns; an efficient expense structure tends to benefit long-term performance.
What is the investment objective of JRI?
The investment objective of the Nuveen Real Asset Income and Growth Fund is to provide a high level of current income with capital appreciation over the long term. The fund aims to achieve this by investing primarily in real assets that generate income and have the potential for appreciation, thus offering investors an opportunity to benefit from the intrinsic value of these physical assets while also receiving regular income distributions.
What is the typical investor profile for JRI?
The typical investor profile for the Nuveen Real Asset Income and Growth Fund includes income-focused investors seeking to diversify their portfolios with real assets. This may include individual investors, financial advisors, and institutions looking for exposure to real estate and infrastructure to help hedge against inflation while generating current income. The fund attracts investors who appreciate the stability and cash flow associated with real assets.
When was Nuveen Real Asset Income and Growth Fund established?
The Nuveen Real Asset Income and Growth Fund was established in 2011. Since its inception, the fund has aimed to provide a diversified portfolio focused on real assets, targeting both income generation and growth over time. Through its investment approach, the fund seeks to leverage the characteristics of real assets, including their potential for inflation hedging and their role in enhancing portfolio diversification.
Where can I find more information about JRI?
Additional information about the Nuveen Real Asset Income and Growth Fund can be found on the official Nuveen website, as well as through financial news platforms, investment research sites, and brokerage platforms. Key resources include the fund's fact sheet, performance reports, and updates on portfolio holdings. These resources can help investors make informed decisions regarding their investments in JRI.
Who manages the Nuveen Real Asset Income and Growth Fund?
The Nuveen Real Asset Income and Growth Fund is managed by Nuveen Asset Management, a leading investment management firm that specializes in real asset investments. The management team at Nuveen brings a wealth of experience in research and portfolio management, which helps ensure the fund is aligned with its income and growth objectives. The team's expertise in identifying attractive investment opportunities is crucial for optimizing performance and risk management.
What is the current price of Nuveen Real Asset Income and Growth Fund?
The current price of Nuveen Real Asset Income and Growth Fund is 12.82
When was Nuveen Real Asset Income and Growth Fund last traded?
The last trade of Nuveen Real Asset Income and Growth Fund was at 7:00 pm EDT on April 3rd, 2025