Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Nuveen Floating Rateome FundJFR +0.39%42 Equity-to-Asset is 0.58 as of Jan. 2026, which is 3% below its 10-year median of 0.60. GuruFocus rates JFR with a GF Score™ of 42/100 and a GF Value™ of $4.79 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,618 Asset Management companies, Nuveen Floating Rateome Fund ranks worse than 76.33% on this metric.
Nuveen Floating Rateome Fund (NYSE:JFR) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Nuveen Floating Rateome Fund Equity-to-Asset Related Terms
Nuveen Floating Rateome Fund Equity-to-Asset Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Nuveen Floating Rateome Fund Equity-to-Asset Chart
For the Asset Management subindustry, Nuveen Floating Rateome Fund's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Nuveen Floating Rateome Fund Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen Floating Rateome Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Nuveen Floating Rateome Fund's Equity-to-Asset falls into.
Nuveen Floating Rateome Fund Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Nuveen Floating Rateome Fund's Equity to Asset Ratio for the fiscal year that ended in Jul. 2025 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Nuveen Floating Rateome Fund (JFR) has a Equity-to-Asset of 0.58 as of Jan. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Nuveen Floating Rateome Fund and its competitors. This is near median its historical median of 0.60. Over the past decade, Nuveen Floating Rateome Fund's Equity-to-Asset has ranged from 0.58 to 0.62. According to the industry distribution chart, Nuveen Floating Rateome Fund ranks #1235 out of 1618 companies in the Asset Management industry, placing it in the top 76.3%.
Is Nuveen Floating Rateome Fund's Equity-to-Asset too high?
Nuveen Floating Rateome Fund's current Equity-to-Asset of 0.58 is near median its 10-year median of 0.60. Over the past 10 years, this metric has ranged from a low of 0.58 to a high of 0.62. The Asset Management industry median Equity-to-Asset is 0.83. Nuveen Floating Rateome Fund's value of 0.58 is 30.1% below this industry median. Based on the distribution chart, Nuveen Floating Rateome Fund ranks #1235 out of 1618 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Nuveen Floating Rateome Fund has a GF Score™ of 42/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nuveen Floating Rateome Fund's Equity-to-Asset compare to DSL and ASA?
According to the Asset Management industry distribution chart, Nuveen Floating Rateome Fund ranks #1235 out of 1618 companies for Equity-to-Asset. This places Nuveen Floating Rateome Fund in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Nuveen Floating Rateome Fund's value of 0.58 is 30.1% below this benchmark. Historically, Nuveen Floating Rateome Fund's own Equity-to-Asset has ranged from 0.58 to 0.62 over the past decade. While the company's 10-year median is 0.60 vs. the industry median of 0.83, Nuveen Floating Rateome Fund has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,618 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Nuveen Floating Rateome Fund's current Equity-to-Asset of 0.58 is 30.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Nuveen Floating Rateome Fund and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen Floating Rateome Fund's current Equity-to-Asset is 0.58, which is near median its own 10-year median of 0.60. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen Floating Rateome Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen Floating Rateome Fund (JFR) is currently considered Significantly Overvalued. The stock's GF Value™ is $4.79, compared to a current price of $7.63 — trading 59.3% above its estimated fair value. The current Equity-to-Asset is 0.58, which is near median its 10-year median of 0.60 and 30.1% below the Asset Management industry median of 0.83. Nuveen Floating Rateome Fund's overall GF Score™ is 42/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Nuveen Floating Rateome Fund (JFR), the current Equity-to-Asset is 0.58 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Nuveen Floating Rateome Fund (JFR) Overvalued in 2026?
Based on GuruFocus' analysis, Nuveen Floating Rateome Fund stock appears to be overvalued.
The current stock price of $7.63 is trading 59.3% above its estimated GF Value™ of $4.79.
GuruFocus considers Nuveen Floating Rateome Fund to be Significantly Overvalued.
Key valuation signals for JFR:
Equity-to-Asset: 0.58 (near median its 10-year median of 0.60)
GF Value™: $4.79 vs. price of $7.63 (59.3% above fair value)
Industry Position: 30.1% below the Asset Management median (#1235 of 1618)
No single metric tells the full story. See the JFR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Nuveen Floating Rate Income Fund is a diversified closed-end management investment company. Its investment objective is to achieve a high level of current income. The fund invests a majority of its managed assets in secured Senior Loans and unsecured Senior Loans, with an average duration of one year or less, in which unsecured Senior Loans will be, at the time of investment, investment grade quality.
42GF Score
Get the complete analysis for JFR
Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
JFR has been successfully added to your 
