Nuveen Tax-Advantaged Total Return Strategy Fund
Nuveen Tax-Advantaged Total Return Strategy Fund
Expense ratio
Net assets1
$166.61M
Holdings1
314
Category
US Equity
Return

Top holdings

As of Sept. 30, 2021 · N-PORT
SecurityTickerValue% of fund
DHL GROUP /EUR/ 0.00000000 DPSTF $5.85M 3.51%
Fixed Income Clearing Corporation $5.83M 3.50%
SIEMENS AG-REG /EUR/ 0.00000000 SMAWF $5.43M 3.26%
ELEVANCE HEALTH INC $4.53M 2.72%
SK TELECOM COMMON STOCK KRW100.0 017670 KS $4.36M 2.62%
Enterprise Products Partners LP $4.27M 2.56%
JPMORGAN CHASE and CO $4.22M 2.53%
CISCO SYSTEMS INC $4.21M 2.52%
WELLS FARGO & CO $4.14M 2.49%
CITIGROUP INC $4.14M 2.48%
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Allocation by sector

As of September 30, 2021 · N-PORT
View portfolio breakdown →

Portfolio moves

Jun 30, 2021 → Sep 30, 2021
Opened
48
Exited
29
Increased
35
Decreased
120
Unchanged
112

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of September 30, 2021, from the fund's N-PORT filing.

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