Nuveen Tax-Advantaged Total Return Strategy Fund
Nuveen Tax-Advantaged Total Return Strategy Fund
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Overview
What the company does, where it operates, and who runs it.
About Nuveen Tax-Advantaged Total Return Strategy Fund
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Cedric H. Antosiewicz
- Headquarters
- 333 W Wacker Dr, Boston, MA, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Cedric H. Antosiewicz
- Headquarters
- 333 W Wacker Dr, Boston, MA, US
The Nuveen Tax-Advantaged Total Return Strategy Fund functions as a diversified, closed-end investment vehicle. Its primary aim is to deliver a substantial after-tax total return, mainly derived from tax-benefited dividend income and growth in capital. The fund predominantly allocates its resources to common and preferred stocks, specifically those whose dividend distributions qualify for reduced income tax rates. To supplement its income and help mitigate fluctuations in net asset value and earnings that might arise from its leveraged structure's sensitivity to interest rate changes, a portion of its holdings is also invested in senior loans. Specifically, at least 60% of its managed assets are committed to common stocks that pay dividends. Furthermore, it allocates between 15% and 25% to senior loans and various other debt instruments, and 5% to 15% to preferred stocks that offer tax-advantaged dividends. Nuveen Fund Advisors, LLC serves as the investment manager for this fund.
Media
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Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Nuveen Tax-Advantaged Total Return Strategy Fund, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Nuveen Tax-Advantaged Total Return Strategy Fund. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Nuveen Tax-Advantaged Total Return Strategy Fund. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Nuveen Tax-Advantaged Total Return Strategy Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Nuveen Tax-Advantaged Total Return Strategy Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Nuveen Tax-Advantaged Total Return Strategy Fund valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Nuveen Tax-Advantaged Total Return Strategy Fund, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Nuveen Tax-Advantaged Total Return Strategy Fund executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Nuveen Tax-Advantaged Total Return Strategy Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Nuveen Tax-Advantaged Total Return Strategy Fund. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Nuveen Tax-Advantaged Total Return Strategy Fund. Press releases and market coverage, newest first.