JFR
Nuveen Floating Rate Income Fund
1W: +0.4%
1M: -2.3%
3M: -3.4%
YTD: -3.8%
1Y: -6.7%
3Y: +18.7%
5Y: +16.6%
$7.35
-0.10 (-1.28%)
Weekly Expected Move ±1.9%
$7
$7
$7
$7
$8
Similar ETFs
18 peers by holdings overlap (492 holdings)
JQC
Nuveen Credit Strategies Income Fund
22.1%
Shared3 holdings
Total3
AUM$690M
Price$4.67
NFRAX
Nuveen Floating Rate Income Fund Class A
4.0%
Shared4 holdings
Total5
AUM$1.6B
Price$17.61
NAESX
Vanguard Morningstar Small-Cap Index Fund Investor Shares
0.2%
Shared3 holdings
Total1,303
AUM$133.4B
Price$138.44
DFSVX
DFA U.S. Small Cap Value Portfolio
0.1%
Shared4 holdings
Total1,160
AUM$18.2B
Price$60.00
DFFVX
DFA U.S. Targeted Value Portfolio
0.1%
Shared4 holdings
Total1,565
AUM$15.6B
Price$42.17
NCGFX
New Covenant Growth Fd
0.1%
Shared3 holdings
Total1,493
AUM$596M
Price$75.52
VBINX
Vanguard Balanced Index Fund
0.1%
Shared3 holdings
Total3,121
AUM$63.3B
Price$54.11
DFSCX
DFA U.S. Micro Cap Portfolio
0.1%
Shared5 holdings
Total1,876
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Price$37.36
VITNX
Vanguard Institutional Total Stock Market Index Fund Institutional Shares
0.1%
Shared3 holdings
Total3,029
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Price$126.82
WFIVX
FT Wilshire 5000 Index Invmt
0.1%
Shared3 holdings
Total2,024
AUM$324M
Price$39.45
DFQTX
DFA U.S. Core Equity 2 Portfolio
0.0%
Shared7 holdings
Total2,666
AUM$38.8B
Price$49.92
TIEIX
Nuveen Equity Index Fund R6
0.0%
Shared3 holdings
Total2,557
AUM$62.5B
Price$53.26
FZROX
Fidelity ZERO Total Market Index Fund
0.0%
Shared3 holdings
Total2,664
AUM$38.9B
Price$26.90
PBAIX
BlackRock Tactical Opportunities Instl
0.0%
Shared3 holdings
Total1,021
AUM$6.0B
Price$18.18
SWTSX
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
0.0%
Shared3 holdings
Total2,917
AUM$45.5B
Price$18.64
DFSTX
DFA US Small Cap I
0.0%
Shared7 holdings
Total2,256
AUM$19.6B
Price$59.41
DFEOX
DFA U.S. Core Equity 1 Portfolio
0.0%
Shared6 holdings
Total2,563
AUM$41.8B
Price$55.98
FSKAX
Fidelity Total Market Index Fund
0.0%
Shared3 holdings
Total3,590
AUM$140.3B
Price$212.39
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JFR | $1.2B | 5 | 0.7% | 4.8 | 0.8 | 0.9 | 17.1% | 19.5% | 2.04% | +23.9% | +128.6% | 51.4 | 5.7 |
| JQC | $690M | 3 | 0.2% | — | 16.0 | 0.8 | -117.0% | -6.5% | 0.05% | -2.1% | -48.5% | 23.2 | 4.0 |
| NFRAX | $1.6B | 5 | 2.4% | 4.1 | 1.2 | 0.8 | 29.8% | 18.9% | 0.74% | +69.3% | +92.5% | 35.7 | 5.2 |
| NAESX | $133.4B | 1303 | 4.0% | 33.5 | 3.9 | 2.3 | 9.1% | 5.1% | 1.56% | +18.3% | +31.5% | 53.8 | 6.0 |
| DFSVX | $18.2B | 1160 | 36.6% | 15.2 | 1.3 | 0.9 | 6.4% | 4.3% | 2.00% | +6.1% | +28.3% | 48.2 | 6.0 |
| DFFVX | $15.6B | 1565 | 34.5% | 15.2 | 1.4 | 0.9 | 8.1% | 4.8% | 1.94% | +7.7% | +29.0% | 49.4 | 6.1 |
| NCGFX | $596M | 1493 | 32.2% | 15.4 | 4.2 | 4.2 | 31.4% | 26.9% | 1.35% | +20.3% | +35.9% | 55.9 | 6.3 |
| VBINX | $63.3B | 3121 | 19.2% | 15.2 | 4.1 | 3.9 | 30.5% | 25.6% | 1.38% | +21.9% | +36.8% | 55.7 | 6.2 |
| DFSCX | $7.8B | 1876 | 24.6% | 18.0 | 1.2 | 1.2 | 6.4% | 4.7% | 1.42% | +11.1% | +33.1% | 51.4 | 5.9 |
| VITNX | $35.6B | 3029 | 32.0% | 15.2 | 4.1 | 3.9 | 30.6% | 25.7% | 1.38% | +21.9% | +36.8% | 55.7 | 6.2 |
| WFIVX | $324M | 2024 | 31.5% | 15.1 | 4.1 | 3.9 | 30.8% | 25.8% | 1.40% | +22.1% | +37.3% | 55.8 | 6.2 |