SPXX (Nuveen S&P 500 Dynamic Overwrite Fund) ROC (Joel Greenblatt) %: % (As of Dec. 2025)

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SPXX Nuveen S&P 500 Dynamic Overwrite Fund SPXX
56 GF Score
Price $18.35
GF Value $15.28
Valuation Modestly Overvalued
! 6 Warning Signs
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What is Nuveen S&P 500 Dynamic Overwrite Fund ROC (Joel Greenblatt) %?

Nuveen S&P 500 Dynamic Overwrite Fund SPXX -1.40% 56 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates SPXX with a GF Score™ of 56/100 and a GF Value™ of $15.28 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 629 Asset Management companies, Nuveen S&P 500 Dynamic Overwrite Fund ranks worse than 158982.35% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

SPXX
56GF Score
Nuveen S&P 500 Dynamic Overwrite Fund SPXX
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Nuveen S&P 500 Dynamic Overwrite Fund and its competitors. According to the industry distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #999999 out of 629 companies in the Asset Management industry.
Is Nuveen S&P 500 Dynamic Overwrite Fund's ROC (Joel Greenblatt) % too high?
Nuveen S&P 500 Dynamic Overwrite Fund's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #999999 out of 629 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Nuveen S&P 500 Dynamic Overwrite Fund has a GF Score™ of 56/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nuveen S&P 500 Dynamic Overwrite Fund's ROC (Joel Greenblatt) % compare to JOF and RIV?
According to the Asset Management industry distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #999999 out of 629 companies for ROC (Joel Greenblatt) %. This places Nuveen S&P 500 Dynamic Overwrite Fund in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.35. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.35, based on 629 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Nuveen S&P 500 Dynamic Overwrite Fund and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen S&P 500 Dynamic Overwrite Fund's current ROC (Joel Greenblatt) % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen S&P 500 Dynamic Overwrite Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is currently considered Modestly Overvalued. The stock's GF Value™ is $15.28, compared to a current price of $18.35 — trading 20.1% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Nuveen S&P 500 Dynamic Overwrite Fund's overall GF Score™ is 56/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Nuveen S&P 500 Dynamic Overwrite Fund (SPXX), the current ROC (Joel Greenblatt) % is % as of Dec. 2025. 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 S&P 500 Dynamic Overwrite Fund (SPXX) Overvalued in 2026?

Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund stock appears to be overvalued. The current stock price of $18.35 is trading 20.1% above its estimated GF Value™ of $15.28. GuruFocus considers Nuveen S&P 500 Dynamic Overwrite Fund to be Modestly Overvalued.

Key valuation signals for SPXX:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: $15.28 vs. price of $18.35 (20.1% above fair value)
  • GF Score™: 56/100 with 6 warning signs

No single metric tells the full story. See the SPXX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Nuveen S&P 500 Dynamic Overwrite Fund Business Description

Address 333 West Wacker Drive, Chicago, IL, USA, 60606
Nuveen S&P 500 Dynamic Overwrite Fund is a diversified closed-end management investment company. Its investment objective is to seek attractive total returns with less volatility than the S&P 500 Index by investing in a U.S. equity portfolio that seeks to substantially replicate the price movements of the S&P 500 Index, as well as selling call options on approximately 35% to 75% of the notional value of the Fund's equity portfolio in an effort to enhance the Fund's risk-adjusted returns.
56GF Score

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$18.35
Price
$15.28
GF Value