Fund Essentials

Net Assets
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Expense Ratio
-
Dividend Yield (Current)
-
Holdings
0
Inception Date
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Fund Family
Nuveen Tax-Advantaged Total Return Strategy Fund
Asset Class
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Legal Structure
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Performance

Top Holdings

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TickerNameWeight
DHLDeutsche Post AG3.51%
-STATE STREET BANK AND TRUST COMPANY3.50%
SIESiemens AG3.26%
ELVAnthem Inc2.72%
017670SK Telecom Co Ltd2.62%
Top 10 Concentration: 28.09%
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Peer Comparison

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JTA ETF Overview

JTA ETF (Nuveen Tax-Advantaged Total Return Strategy Fund) is managed by Nuveen Tax-Advantaged Total Return Strategy Fund. sectors including Unknown.

JTA performance shows data across multiple time periods..

JTA top holdings include Deutsche Post AG (3.5%), STATE STREET BANK AND TRUST COMPANY (3.5%), Siemens AG (3.3%), Anthem Inc (2.7%), SK Telecom Co Ltd (2.6%). View all JTA holdings, sector breakdown, or dividend history.

JTA can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTA alternatives are available via the screener, along with tax-loss harvesting opportunities.

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

2.4%

of portfolio

MSFTMicrosoft Corp
2.40%

Top 10 Holdings (net long exposure of 135%)

#TickerNameSectorWeight
1DHLDeutsche Post AGUnknown3.51%
2-STATE STREET BANK AND TRUST COMPANYUnknown3.50%
3SIESiemens AGUnknown3.26%
4ELVAnthem IncUnknown2.72%
5017670SK Telecom Co LtdUnknown2.62%
6EPDEnterprise Products Partners LPUnknown2.56%
7CSCOCisco Systems IncUnknown2.52%
8WFCWells Fargo & CoUnknown2.49%
9AZNAstraZeneca PLCUnknown2.47%
10ABBVAbbVie IncUnknown2.45%