JTA : Nuveen Tax-Advantaged Total Return Strategy Fund

JTA is a Allocation Market Total World with HIGH fees.

JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

FI Score

44 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

44% FI Score
  • jta
  • Mutual Fund
  • Allocation
  • Total World

Nuveen Tax-Advantaged Total Return Strategy Fund

Expenses: 2.66% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

Largest Holdings

Amount Holding
2.47% Microsoft Corp
2.41% GlaxoSmithKline PLC ADR
2.25% Deutsche Post AG
2.03% Citigroup Inc
2.02% Nintendo Co Ltd
1.99% Enterprise Products Partners LP
1.96% Anthem Inc
1.89% Comcast Corp Class A
1.89% Oracle Corp
1.85% National Grid PLC
1.81% Deutsche Boerse AG ADR
1.77% Bristol-Myers Squibb Company
1.69% SK Telecom Co Ltd ADR
1.68% Mitsui & Co Ltd
1.67% Seven & i Holdings Co Ltd
1.59% Samsung Electronics Co Ltd Participating Preferred
1.58% Sanofi SA
1.55% JPMorgan Chase & Co
1.49% Ageas SA/ NV
1.48% Bank of America Corp
1.45% Nippon Telegraph & Telephone Corp ADR
1.41% Veolia Environnement SA
1.37% Fresenius Medical Care AG & Co. KGaA
1.36% Broadcom Inc 8% PRF CONVERT 30/09/2022 USD 1000 Ser A
1.35% Chevron Corp

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