# Nuveen Tax-Advantaged Total Return Strategy Fund (JTA)

Source: https://www.quantisnow.com/company/JTA
Generated: 2026-11-05T16:57:38.289Z

- Ticker: JTA
- Exchange: NYSE
- Sector: n/a
- Industry: n/a
- IPO year: 2004
- Website: nuveen.com/CEF/Product/Overview.aspx?FundCode=JTA&r

## About

Nuveen Tax-Advantaged Total Return Strategy Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors, LLC, NWQ Investment Management Company, LLC, and Symphony Asset Management LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in dividend paying value stocks of companies that pay dividends which may be eligible for favorable federal income taxation, as well as in secured and unsecured senior loans, corporate bonds, notes and debentures, convertible debt securities, and other similar types of corporate instruments, including high-yield debt securities. The fund employs fundamental analysis with a bottom-up security selection approach, focusing on factors like balance sheet and cash flow statements to create its portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index and a blended benchmark comprised of 56% Russell 3000 Value Index, 16% MSCI EAFE ex-Japan Value Index, 8% Merrill Lynch DRD (dividends received deduction) Preferred Index, and 20% CSFB Leveraged Loan Index. Nuveen Tax-Advantaged Total Return Strategy Fund was formed on January 27, 2004 and is domiciled in the United States.

## Latest JTA news and filings

- 2021-11-22 21:27 UTC [SEC Form 25-NSE filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-25-nse-filed-by-nuveen-tax-advantaged-total-return-strategy-2042814)
- 2021-11-22 13:55 UTC [Dividends] [Nuveen Announces Completion of Multi-Asset Closed-End Fund Reorganizations](https://www.quantisnow.com/insight/nuveen-announces-completion-of-multi-asset-closed-end-fund-reorganizations-2040057)
- 2021-10-21 13:51 UTC [SEC Form 4] [SEC Form 4: Stephenson James T. sold $80,501 worth of shares (7,000 units at $11.50), closing all direct ownership in the company](https://www.quantisnow.com/insight/sec-form-4-stephenson-james-t-sold-80501-worth-of-1900013)
- 2021-10-14 20:15 UTC [Dividends] [Nuveen Multi-Asset Funds Announce Shareholder Approval of Reorganization Proposal](https://www.quantisnow.com/insight/nuveen-multi-asset-funds-announce-shareholder-approval-of-reorganization-proposal-1876973)
- 2021-09-02 16:59 UTC [SEC Form N-CSRS filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-n-csrs-filed-by-nuveen-tax-advantaged-total-return-strategy-1736032)
- 2021-08-20 15:29 UTC [SEC Form 425] [SEC Form 425 filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-425-filed-by-nuveen-tax-advantaged-total-return-strategy-1692975)
- 2021-08-16 10:49 UTC [SEC Form N-PX filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-n-px-filed-by-nuveen-tax-advantaged-total-return-strategy-1670454)
- 2021-07-27 21:02 UTC [SEC Form 425] [SEC Form 425 filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-425-filed-by-nuveen-tax-advantaged-total-return-strategy-1519633)
- 2021-07-21 21:00 UTC [SEC Form 425] [SEC Form 425 filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-425-filed-by-nuveen-tax-advantaged-total-return-strategy-1450250)
- 2021-07-07 20:15 UTC [SEC Form 3] [SEC Form 3 filed by Medero Joanne](https://www.quantisnow.com/insight/sec-form-3-filed-by-medero-joanne-1285353)
- 2021-07-07 20:13 UTC [SEC Form 3] [SEC Form 3 filed by Lancellotta Amy B.R.](https://www.quantisnow.com/insight/sec-form-3-filed-by-lancellotta-amy-br-1285275)
- 2021-05-27 20:10 UTC [SEC Form NPORT-P filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-nport-p-filed-by-nuveen-tax-advantaged-total-return-strategy-880882)
- 2021-04-23 21:23 UTC [SEC Form 425] [SEC Form 425 filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-425-filed-by-nuveen-tax-advantaged-total-return-strategy-649728)
- 2021-04-23 20:30 UTC [Dividends] [Nuveen Multi-Asset Funds Announce Proposed Reorganizations](https://www.quantisnow.com/insight/nuveen-multi-asset-funds-announce-proposed-reorganizations-649366)
- 2021-03-16 13:07 UTC [SEC Form N-CEN filed by Nuveen Tax-Advantaged Total Return Strategy Fund](https://www.quantisnow.com/insight/sec-form-n-cen-filed-by-nuveen-tax-advantaged-total-return-strategy-515749)
- 2021-03-08 14:32 UTC [SEC Form N-CSR filed](https://www.quantisnow.com/insight/sec-form-n-csr-filed-483129)
- 2021-03-04 18:18 UTC [SEC Form DEF 14A filed](https://www.quantisnow.com/insight/sec-form-def-14a-filed-473674)
- 2021-02-26 19:50 UTC [SEC Form NPORT-P filed](https://www.quantisnow.com/insight/sec-form-nport-p-filed-446631)
- 2021-02-12 14:35 UTC [SEC Schedule 13G] [SEC Form SC 13G/A filed](https://www.quantisnow.com/insight/sec-form-sc-13ga-filed-388389)
- 2020-10-05 22:08 UTC [Certain Nuveen Closed-End Funds Announce the Board’s Approval of Amended and Restated By-Laws of the Funds](https://www.quantisnow.com/insight/certain-nuveen-closed-end-funds-announce-the-boards-approval-of-amended-83155)

## More

- Live page with ratings, short volume, options and peers: https://www.quantisnow.com/company/JTA
- Earnings history: https://www.quantisnow.com/earnings/JTA
- Dividend history: https://www.quantisnow.com/dividends/JTA
- Insider transactions: https://www.quantisnow.com/insiders/JTA
- Options chain: https://www.quantisnow.com/options/JTA
- SEC 8-K filings only: https://www.quantisnow.com/company/JTA/8-k
- RSS and alerts for JTA: https://www.quantisnow.com/docs/rss-feeds.md