Nuveen Tax-Advantaged Total Return Strategy Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors, LLC, NWQ Investment Management Company, LLC, and Symphony Asset Management LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in dividend paying value stocks of companies that pay dividends which may be eligible for favorable federal income taxation, as well as in secured and unsecured senior loans, corporate bonds, notes and debentures, convertible debt securities, and other similar types of corporate instruments, including high-yield debt securities. The fund employs fundamental analysis with a bottom-up security selection approach, focusing on factors like balance sheet and cash flow statements to create its portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index and a blended benchmark comprised of 56% Russell 3000 Value Index, 16% MSCI EAFE ex-Japan Value Index, 8% Merrill Lynch DRD (dividends received deduction) Preferred Index, and 20% CSFB Leveraged Loan Index. Nuveen Tax-Advantaged Total Return Strategy Fund was formed on January 27, 2004 and is domiciled in the United States.
IPO Year: 2004
Exchange: NYSE
Website: nuveen.com/CEF/Product/Overview.aspx?FundCode=JTA&r
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4 - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Issuer)
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The reorganizations of Nuveen Diversified Dividend and Income Fund (NYSE:JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE:JTA), and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE:JTD) into a new fund, Nuveen Multi-Asset Income Fund (NYSE:NMAI), was successfully completed prior to the opening of the New York Stock Exchange on November 22, 2021. The combined fund, NMAI, seeks to provide total return through high current income and capital appreciation, employing a dynamic multi-asset allocation strategy that is designed to improve diversification and take into account changing market conditions. In the reorganizations, NMAI acquired substantially all of the assets and liabiliti
Shareholders of Nuveen Diversified Dividend and Income Fund (NYSE:JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE:JTA) and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE:JTD) have approved a proposal to reorganize the funds. JDD, JTA and JTD will combine into a single new fund, Nuveen Multi-Asset Income Fund (NMAI), having a new investment mandate. The combined fund will continue to employ a multi-asset strategy, but will more dynamically allocate its portfolio with the objective of providing total return though high current income and capital appreciation. Subject to the satisfaction of certain customary closing conditions, the transactions are expected to become effective b
The Board of Trustees of Nuveen Diversified Dividend and Income Fund (NYSE:JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE:JTA), and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE:JTD) have approved a proposal to reorganize the funds. The proposed reorganizations, if approved by shareholders, would combine JDD, JTA, and JTD into a single fund with a new investment mandate. The combined fund would continue employing a multi-asset strategy, but would more dynamically allocate its portfolio with the objective of seeking total return though high current income and capital appreciation. The proposed reorganization for each fund is subject to certain conditions, including necessar
25-NSE - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Subject)
N-CSRS - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Filer)
425 - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Subject)
N-PX - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Filer)
425 - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Subject)
425 - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Subject)
NPORT-P - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Filer)
425 - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Subject)
N-CEN - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Filer)
N-CSR - NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND (0001265708) (Filer)
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The reorganizations of Nuveen Diversified Dividend and Income Fund (NYSE:JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE:JTA), and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE:JTD) into a new fund, Nuveen Multi-Asset Income Fund (NYSE:NMAI), was successfully completed prior to the opening of the New York Stock Exchange on November 22, 2021. The combined fund, NMAI, seeks to provide total return through high current income and capital appreciation, employing a dynamic multi-asset allocation strategy that is designed to improve diversification and take into account changing market conditions. In the reorganizations, NMAI acquired substantially all of the assets and liabiliti
Shareholders of Nuveen Diversified Dividend and Income Fund (NYSE:JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE:JTA) and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE:JTD) have approved a proposal to reorganize the funds. JDD, JTA and JTD will combine into a single new fund, Nuveen Multi-Asset Income Fund (NMAI), having a new investment mandate. The combined fund will continue to employ a multi-asset strategy, but will more dynamically allocate its portfolio with the objective of providing total return though high current income and capital appreciation. Subject to the satisfaction of certain customary closing conditions, the transactions are expected to become effective b
The Board of Trustees of Nuveen Diversified Dividend and Income Fund (NYSE:JDD), Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE:JTA), and Nuveen Tax-Advantaged Dividend Growth Fund (NYSE:JTD) have approved a proposal to reorganize the funds. The proposed reorganizations, if approved by shareholders, would combine JDD, JTA, and JTD into a single fund with a new investment mandate. The combined fund would continue employing a multi-asset strategy, but would more dynamically allocate its portfolio with the objective of seeking total return though high current income and capital appreciation. The proposed reorganization for each fund is subject to certain conditions, including necessar
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