Is Nuveen Mortgage & Income Fund/MA/ (JLS) Halal?

NYSE Financial Services United States $96M
✗ NOT HALAL
Confidence: 95/100
Nuveen Mortgage & Income Fund/MA/ (JLS) is Not Halal under AAOIFI Standard 21 due to its classification in the Asset Management industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from December 2024

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Asset Management ✗ NOT HALAL
DJIM Excluded — Asset Management ✗ NOT HALAL
MSCI Excluded — Asset Management ✗ NOT HALAL
S&P Excluded — Asset Management ✗ NOT HALAL
FTSE Excluded — Asset Management ✗ NOT HALAL

Financial Highlights

P/E Ratio
10.1
EPS
$1.74
Dividend Yield
1049.0%
Payout: 105.9%
Revenue
$14M

Profitability

Gross Margin 0.0%
Operating Margin 0.0%
Net Margin 0.0%

Cash Flow & Balance Sheet

Operating Cash Flow$15M
Free Cash Flow$15M
Total Debt$33M
Total Assets$139M

Price & Trading

Last Close$17.93
50-Day MA$18.36
200-Day MA$18.61
Avg Volume20K
52-Week Range
$16.80
$19.09

About Nuveen Mortgage & Income Fund/MA/ (JLS)

CEO
Mr. Aashh Parekh CFA
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$96M
Currency
USD

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.

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Frequently Asked Questions

Is Nuveen Mortgage & Income Fund/MA/ (JLS) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), Nuveen Mortgage & Income Fund/MA/ is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is Nuveen Mortgage & Income Fund/MA/'s debt ratio?

Nuveen Mortgage & Income Fund/MA/'s debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are Nuveen Mortgage & Income Fund/MA/'s key financial metrics?

Nuveen Mortgage & Income Fund/MA/ has a market capitalization of $96M, trailing P/E ratio of 10.1, and revenue of $14M.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.