Is NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) Halal?

NYSE Financial Services United States $299M
✗ NOT HALAL
Confidence: 95/100
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) 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 August 2025

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

EPS
$-0.21
Dividend Yield
398.0%
Payout: 65.7%
P/B Ratio
1.0
Revenue
-$7M
Beta
0.4
Low volatility
Current Ratio
3.5

Profitability

Gross Margin 100.0%
Operating Margin 88.0%
Net Margin -54.0%

Cash Flow & Balance Sheet

Current Ratio3.5
Total Assets$294M

Price & Trading

Last Close$9.04
50-Day MA$9.39
200-Day MA$8.93
Avg Volume78K
Beta0.4
52-Week Range
$8.22
$9.80

About NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA)

CEO
Mr. James Norman Nelson III, CFA
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$299M
Currency
USD

Nuveen California Municipal Value Fund is a closed-ended fixed income 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 fixed income markets of California. The fund invests primarily in municipal securities rated Baa/BBB or better. It invests in securities that provide income exempt from federal and California income tax. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the S&P California Municipal Bond Index and the S&P National Municipal Bond Index. Nuveen California Municipal Value Fund was formed on October 7, 1987 and is domiciled in the United States.

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Frequently Asked Questions

Is NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), NUVEEN CALIFORNIA MUNICIPAL VALUE FUND 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 CALIFORNIA MUNICIPAL VALUE FUND's debt ratio?

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND'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 CALIFORNIA MUNICIPAL VALUE FUND's key financial metrics?

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND has a market capitalization of $299M, and revenue of -$7M. The company maintains a gross margin of 100.0% and a net margin of -54.0%.

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.