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SPXX
HoldHot AirNuveen S&P 500 Dynamic Overwrite Fund · Financial Services · United States · $346M · Avg Vol: $4M/d
57
StockRankGet insider-trade alerts
Q
34
V
47
M
70
P/E (TTM)
4.9x
ROE
11.8%
D/E
0.0x
Dividend %
7.5%
COMPANY DESCRIPTION
Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -47.0M | 48.1M | 60.8M | 40.7M | -8.1% | — |
| EPS | 3.51 | -2.72 | 2.67 | 3.37 | 2.24 | -10.7% | 3.92 |
| Shares | — | 18.0M | 18.0M | 18.0M | 18.0M | +0.1% | 18.0M |
| Debt | — | — | — | — | — | — | — |
| Equity | — | 265.8M | 292.6M | 331.2M | 347.4M | 9.3% | — |
| Op CF | — | — | — | — | — | — | — |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | — | — | — | — | — | — |
Loading 1Y...
PRICE (1Y)+2.7%
SMA 50SMA 200
Close
$18.95
RSI (14)
45.4
52W High
$19.39
From 52W High
1.0%
SCORE BREAKDOWN
Quality
34
ROIC (ROA)
0.1%*15.3
ROE
11.8%60.2
GP/Assets
1.1%8.3
Op. Margin
22.1%38.3
FCF/Assets
—N/A
Piotroski
132.9
Int. Cover
—N/A
D/E Ratio
0.00x86.6
Current Ratio
0.47x17.2
Value
47
P/E (TTM)
4.9x92.0
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
1.0x62.2
P/S
85.8x2.1
Div Yield
7.5%80.8
Momentum
70
52W High %
98%89.5
RS 6M
1%55.4
SMA 50/200
1.07x64.6
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
36%66.2
FUNDAMENTALS
Market Cap
$346M
P/E (Forward)
—
Gross Margin
100.0%
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SPXX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund(you) | $346M | 57 | Hold |
| SCD | LMP Capital and Income Fund Inc. | $359M | 57 | Hold |
| ZTR | Virtus Global Dividend & Income Fund Inc. | $342M | 58 | Hold |
| BGT | BlackRock Floating Rate Income Trust | $331M | 55 | Hold |
| PPT | Franklin Premier Income Trust | $323M | 55 | Hold |
| TCPC | BlackRock TCP Capital Corp. | $346M | 54 | Hold |
| EOD | Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund | $288M | 56 | Hold |
| JCE | Nuveen Core Equity Alpha Fund | $279M | 56 | Hold |
| HRZN | Horizon Technology Finance Corporation | $315M | 61 | Hold |
| PFL | PIMCO Income Strategy Fund | $381M | 52 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%