Fund Essentials

Net Assets
-
Expense Ratio
-
Dividend Yield (Current)
-
Holdings
0
Inception Date
-
Fund Family
Nuveen Tax-Advantaged Dividend Growth Fund
Asset Class
PRO
Legal Structure
PRO

Performance

Price Chart (6M)

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Top Holdings

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TickerNameWeight
MSFTMicrosoft Corp3.30%
AAPLApple Inc3.14%
-STATE STREET BANK AND TRUST COMPANY3.02%
NVONovo Nordisk A/S2.67%
MQBKYMacquarie Group Ltd2.64%
Top 10 Concentration: 25.92%
Download all 155 holdings for JTD
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO
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JTD ETF Overview

JTD ETF (Nuveen Tax-Advantaged Dividend Growth Fund) is managed by Nuveen Tax-Advantaged Dividend Growth Fund. sectors including Unknown.

JTD performance shows data across multiple time periods..

JTD top holdings include Microsoft Corp (3.3%), Apple Inc (3.1%), STATE STREET BANK AND TRUST COMPANY (3.0%), Novo Nordisk A/S (2.7%), Macquarie Group Ltd (2.6%). View all JTD holdings, sector breakdown, or dividend history.

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

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

6.4%

of portfolio

MSFTMicrosoft Corp
3.30%
AAPLApple Inc
3.14%

Top 10 Holdings (net long exposure of 140%)

#TickerNameSectorWeight
1MSFTMicrosoft CorpUnknown3.30%
2AAPLApple IncUnknown3.14%
3-STATE STREET BANK AND TRUST COMPANYUnknown3.02%
4NVONovo Nordisk A/SUnknown2.67%
5MQBKYMacquarie Group LtdUnknown2.64%
6-Koninklijke DSM NVUnknown2.52%
7CSAAccenture PLCUnknown2.38%
8ITOCYITOCHU CorpUnknown2.11%
9ALPMYAstellas Pharma IncUnknown2.08%
10JPMJPMorgan Chase & CoUnknown2.06%