JTD vs PCI

Nuveen Tax-Advantaged Dividend Growth Fund

Nuveen Tax-Advantaged Dividend Growth Fund is a closed-ended equity mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors, LLC, Santa Barbara Asset Management, Inc., Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of mid and large cap companies. The fund also invests through derivatives such as options. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and the JTD Blended Index which is comprised of 50% S&P 500 Index, 25% CBOE S&P 500 BuyWrite Index, and 25% Merrill Lynch DRD Index. Nuveen Tax-Advantaged Dividend Growth Fund was formed on February 22, 2007 and is domiciled in the United States.

PIMCO Dynamic Credit and Mortgage Income Fund

PIMCO Dynamic Credit and Mortgage Income Fund is a closed end fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income markets across the globe. The fund utilizes a dynamic asset allocation approach and seeks to invest in multiple fixed-income sectors in the global credit markets, including corporate debt, mortgage-related and other asset-backed securities, government and sovereign debt, taxable municipal bonds and other fixed, variable and floating rate income producing securities. It benchmarks the performance of its portfolio against a combined benchmark comprised of 80% Barclays Investment Grade Index and 20% BofA High Yield Index. The fund was formerly known as PIMCO Dynamic Credit Income Fund. PIMCO Dynamic Credit and Mortgage Income Fund was formed on January 31, 2013 and is domiciled in the United States.