JTA - Nuveen Tax-Advantaged Total Return Strategy Fund

NYSE - NYSE Delayed Price. Currency in USD

Nuveen Tax-Advantaged Total Return Strategy Fund

333 West Wacker Drive
Chicago, IL 60606
United States
312-917-7700
http://www.nuveen.com/CEF/Product/Overview.aspx?FundCode=JTA&refsrc=vu_nuveen.com/jta

SectorFinancial Services
IndustryAsset Management
Full Time Employees

Key Executives

NameTitlePayExercisedYear Born
Mr. Stephen D. FoyPrincipal Financial Officer, Principal Accounting Officer, VP and ControllerN/AN/A1954
Mr. Gifford Ross ZimmermanCo-Gen. CounselN/AN/A1956
Mr. Walter M. KellyChief Compliance Officer and VPN/AN/A1970
Mr. Alan G. BerkshireSVP, Sec. & Gen. Counsel of Nuveen Asset MgmtN/AN/A1961
Mr. Kevin J. McCarthyVP and Sec.N/AN/A1966
Amounts are as of and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.

Description

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.

Corporate Governance

Nuveen Tax-Advantaged Total Return Strategy Fund’s ISS Governance QualityScore as of N/A is N/A. The pillar scores are Audit: N/A; Board: N/A; Shareholder Rights: N/A; Compensation: N/A.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.