Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
New York Stock Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Cedric H. Antosiewicz
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 333 W Wacker Dr Boston MA United States of America 60606
- IPO Date
- Jan 28, 2004
- CIK
- 0001265708
- Website
- nuveen.com
- Similar Companies
- Business
- Nuveen Tax-Advantaged Total Return Strategy Fund (NYSE: JTA) is a closed-end balanced mutual fund that seeks a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation. The fund invests in a diversified portfolio across U.S. public equity and fixed income markets; it primarily allocates to dividend-paying value stocks eligible for favorable federal income taxation, as well as secured and unsecured senior loans, corporate bonds, notes and debentures, convertible debt securities, and high-yield debt instruments. Co-managed by Nuveen Fund Advisors, LLC, NWQ Investment Management Company, LLC, and Symphony Asset Management LLC, it employs fundamental analysis with a bottom-up security selection approach, focusing on balance sheet and cash flow factors, and benchmarks performance against the S&P 500 Index and a blended index including the Russell 3000 Value Index, MSCI EAFE ex-Japan Value Index, Merrill Lynch DRD Preferred Index, and CSFB Leveraged Loan Index. Launched on January 27, 2004, the fund is domiciled in the United States with operational oversight from Nuveen, a TIAA company headquartered in Chicago, Illinois, that manages approximately $1.4 trillion in assets across public and private markets globally, including operations in 32 countries. The fund targets income-focused investors seeking tax-efficient returns from diversified sectors without specific geographic limitations beyond its primary U.S. market emphasis. In 2021, shareholders approved a proposed reorganization plan to merge the fund, alongside Nuveen Diversified Dividend and Income Fund (JDD) and Nuveen Tax-Advantaged Dividend Growth Fund (JTD), into a new entity called Nuveen Multi-Asset Income Fund (NMAI) to enable a more dynamic multi-asset strategy focused on total return through high current income and capital appreciation; while completion details for this specific merger are not confirmed in recent public records, the fund continues to trade actively on the NYSE as of late 2025 with a share price around $11.50-$11.62 and a dividend yield of approximately 9.37%. No further major acquisitions, funding rounds, product launches, or strategic shifts specific to JTA have been reported in the last 1-2 years, amid Nuveen's broader activities such as partnerships in private credit platforms.