Is NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX) Halal?

NYSE Financial Services United States $617M
✗ NOT HALAL
Confidence: 95/100
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX) 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
$-0.78
Dividend Yield
776.0%
Payout: 61.6%
P/B Ratio
1.0
Revenue
-$34M
Beta
0.6
Low volatility
Current Ratio
0.3

Profitability

Gross Margin 100.0%
Operating Margin 80.8%
Net Margin -80.4%
Return on Equity (ROE) -6.2%
Return on Assets (ROA) 2.2%

Cash Flow & Balance Sheet

Operating Cash Flow$9M
Free Cash Flow$9M
Total Debt$7M
Debt-to-Equity76.0
Current Ratio0.3
Total Assets$1.0B

Price & Trading

Last Close$11.88
50-Day MA$12.75
200-Day MA$12.39
Avg Volume136K
Beta0.6
52-Week Range
$11.44
$13.20

About NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX)

Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$617M
Currency
USD

Nuveen California AMT-Free Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of California, United States. The fund primarily invests in undervalued municipal securities and other related investments the income which are exempt from regular federal and California income taxes and are rated Baa, BBB or higher with an average maturity of 20.17 years. It employs fundamental analysis with a bottom-up approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Standard & Poor's (S&P) California Municipal Bond Index and the S&P National Municipal Bond Index. It was formerly known as Nuveen California AMT-Free Municipal Income Fund. Nuveen California AMT-Free Quality Municipal Income Fund was formed on November 21, 2002 and is domiciled in the United States.

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Frequently Asked Questions

Is NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME 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 AMT-FREE QUALITY MUNICIPAL INCOME FUND's debt ratio?

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME 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 AMT-FREE QUALITY MUNICIPAL INCOME FUND's key financial metrics?

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND has a market capitalization of $617M, and revenue of -$34M. The company maintains a gross margin of 100.0% and a net margin of -80.4%. Return on equity stands at -6.2%.

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.