Company Description
Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP.
It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed securities consisting primarily of non-agency residential mortgage-backed securities and commercial mortgage-backed securities with a favorable total return potential.
It seeks to invest in below investment grade securities. The fund employs fundamental analysis with a focus on bottom-up stock picking approach based on rigorous analysis of the credit performance of the mortgage loan portfolios underlying the MBS, security structure characteristics such as the priority of payment, credit enhancement and default patterns of underlying loans, and the relative financial strength of the mortgage loan servicer to create its portfolio.
It benchmarks the performance of its portfolio against Barclays Capital U.S. Aggregate Bond Index. It was formerly known as Nuveen Mortgage Opportunity Term Fund.
Nuveen Mortgage and Income Fund was formed on September 10, 2009 and is domiciled in the United States.
| Country | United States |
| Founded | 2009 |
| Industry | Asset Management |
| Sector | Financials |
| CEO | Aashh Parekh CFA |
Contact Details
Address: 333 West Wacker Drive Chicago, Illinois 60606-1220 United States | |
| Phone | 312 917 7700 |
| Website | nuveen.com |
Stock Details
| Ticker Symbol | JLS |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0001472215 |
| CUSIP Number | 670735109 |
| ISIN Number | US6707351093 |
Key Executives
| Name | Position |
|---|---|
| Aashh Parekh CFA | Portfolio Mang. |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Oct 18, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Sep 10, 2024 | 40-17G | Filing |
| Sep 5, 2024 | N-CSRS | Filing |
| Aug 29, 2024 | N-PX | Annual Report of proxy voting record of management investment companies |
| Aug 28, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Aug 9, 2024 | SCHEDULE 13G/A | Filing |
| May 28, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Mar 15, 2024 | N-CEN | Filing |
| Mar 7, 2024 | N-CSR | Filing |
| Mar 6, 2024 | 8-K | Current Report |