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Equibles

NCA · Nuveen California Municipal Value Fund

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$8.42 +0.02 (+0.24%) At close · Oct 2
Rebalance outlook locked
Market Cap
$276.57M
Shares
33.12M
Volume · Oct 2 113.55K Avg daily vol (3M) 82.42K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.42 Open$8.47 Day$8.40–8.59 52W close$8.27–9.72 Avg vol 30d109K Short int26K · 0.1% float · 1.0d Short vol66% DataJan 2020–Oct 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
4.2%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-6.5%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −9%
below
Price vs 50-day avg −5%
below
RSI (14) 37
neutral
MACD trend Negative
52-week position 10%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −6%
trailing
6-month return −10%
trailing
YTD return −6%
this year
Relative strength −22%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $9 › 200d $9 — 200d above 50d
Institutional flow Flat
0% holders QoQ · +6 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.08% of float · ▼ -36.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
58 holders — mid 3-yr range
Squeeze score 38
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 13%
annualized · 1-yr
Max drawdown −15%
past year
ATR 1.9%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−9% Bearish
Price vs 50-day avg
−5% Bearish
RSI (14)
37 Neutral
MACD trend
Negative Bearish
52-week position
10% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 1 of 6
Trend (MA cross) No cross
50d $9 › 200d $9 — 200d above 50d
Institutional flow Flat
0% holders QoQ · +6 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.08% of float · ▼ -36.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
58 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $8 Now $8 · 10% Range high $10
vs 200-day avg -9% vs 50-day avg -5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
NCA
Nuveen California Municipal Value Fund
this stock
$276.57M -5.9% — — 0.1%
BLK
BlackRock, Inc.
 $347.03B -1.0% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
 $86.77B -29.2% -11.0% — 1.5%
BX
Blackstone Inc.
 $85.57B -27.5% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
 $81.46B -19.5% — — 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
58
% held
26.8%
Net QoQ
+445.0K sh
Top holder
UBS Group AG
Held Float
View
Short & Settlement
Short Interest Falling
Shares short
26.2K
Days to cover
1.0d
Change
-15.0K sh
View
Short Volume
Short vol %
66%
As of
Oct 2, 2026
Short Total
View
Fails to Deliver
FTD shares
972
Value
$8.6K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
70.5%
Week of
Aug 24, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Nov 6, 2025
This year
0
View

Performance

5D 20D 120D MTD YTD
NCA +0.8% -5.7% -10.0% -0.8% -5.9%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY +1.1% -5.3% -22.1% -1.7% -18.8%

Capital returns

Latest dividend
$0.03 / share · ex Sep 15, 2026
Declared · upcoming
$0.03 / share · ex Oct 15, 2026
Raised 3.4%
Paid (TTM)
$0.355 / share · 12 payouts
Dividend yield (TTM, derived)
4.22%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 818851 CUSIP 67062C107 Visit website Investor relations