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

Different Funds

We found 9,682 Allocation Total World funds. Here they are ordered by FI Score.

Compare JTA vs SDVGX

47% FI Score
  • sdvgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Sit Dividend Growth Fund Class I

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare JTA vs IVAL

47% FI Score
  • ival
  • ETF
  • International Stocks
  • Large Value

Alpha Architect International Quantitative Value ETF

Expenses: 0.59% (Better than 1% of similar funds)

This is a bad choice for a Large Value International Stocks fund. See why »

Compare JTA vs ABASX

47% FI Score
  • abasx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

AB Discovery Value Fund Class A

Expenses: 1.12% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare JTA vs XSW

47% FI Score
  • xsw
  • ETF
  • Sector Equity
  • Technology

SPDR S&P Software & Services ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is a bad choice for a Technology Sector Equity fund. See why »

Compare JTA vs CAMWX

47% FI Score
  • camwx
  • Mutual Fund
  • US Stocks
  • Large Value

Cambiar Opportunity Fund Class Institutional

Expenses: 0.71% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Compare JTA vs CNDTX

47% FI Score
  • cndtx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Columbia Bond Fund Class V

Expenses: 0.73% (Better than 1% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare JTA vs SYV

47% FI Score
  • syv
  • ETF
  • US Stocks
  • Large Value

SPDR MFS Systematic Value Equity ETF

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Compare JTA vs PDNCX

47% FI Score
  • pdncx
  • Mutual Fund
  • International Stocks
  • Large Blend

Principal Diversified International Fund Class C

Expenses: 2.00% (Better than 0% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why »

Compare JTA vs CNMCX

47% FI Score
  • cnmcx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Principal Core Fixed Income Fund Class C

Expenses: 1.71% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare JTA vs BGNAX

47% FI Score
  • bgnax
  • Mutual Fund
  • Bond
  • Government Bond

American Century Ginnie Mae Fund A Class

Expenses: 0.80% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

Compare JTA vs CHAD

47% FI Score
  • chad
  • ETF
  • Alternative
  • Inverse

Direxion Daily CSI 300 China A Share Bear 1X Shares

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Inverse Alternative fund. See why »

Compare JTA vs IHORX

47% FI Score
  • ihorx
  • Mutual Fund
  • International Stocks
  • Large Blend

The Hartford International Opportunities Fund Class R3

Expenses: 1.42% (Better than 0% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why »

Compare JTA vs HWVIX

47% FI Score
  • hwvix
  • Mutual Fund
  • US Stocks
  • Small Value

Hotchkis & Wiley Small Cap Diversified Value Fund Class I

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare JTA vs RYURX

47% FI Score
  • ryurx
  • Mutual Fund
  • Alternatives
  • Inverse

Rydex Inverse S&P 500® Strategy Fund Investor Class

Expenses: 1.51% (Better than 1% of similar funds)

This is a bad choice for a Inverse Alternatives fund. See why »

Compare JTA vs PRFIX

47% FI Score
  • prfix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Parnassus Fixed Income Fund

Expenses: 0.68% (Better than 1% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare JTA vs FSGCX

47% FI Score
  • fsgcx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Franklin Strategic Income Fund Class C

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare JTA vs FSCHX

47% FI Score
  • fschx
  • Mutual Fund
  • Sector Equity
  • Basic Materials

Fidelity® Select Chemicals Portfolio

Expenses: 0.77% (Better than 1% of similar funds)

This is a bad choice for a Basic Materials Sector Equity fund. See why »

Compare JTA vs MENKX

47% FI Score
  • menkx
  • Mutual Fund
  • Bond
  • Municipal Bond

BlackRock New York Municipal Opportunities Fund Investor A Shares

Expenses: 0.90% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

Compare JTA vs OSINX

47% FI Score
  • osinx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Invesco Oppenheimer Global Strategic Income Class R

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare JTA vs JVACX

47% FI Score
  • jvacx
  • Mutual Fund
  • US Stocks
  • Large Value

JPMorgan Value Advantage Fund Class C

Expenses: 1.64% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2026   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo