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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.94% -12.73% 580.05M 93753.60
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.56% 12.00% -12.28M Upgrade

Basic Info

Investment Strategy
The Fund’s investment objective is to seek attractive total return with less volatility than the Dow Jones Industrial Average (the “DJIA”).Under normal circumstances, the Fund expects to invest substantially all (at least 90%) of its Managed Assets (as defined below) in its equity portfolio or otherwise in pursuit of its investment objective.
General
Security Type Closed-End Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Derivative Income
Category Index CBOE S&P 500 BuyWrite BXM PR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name Nuveen Fund Advisors, LLC.
Prospectus Benchmark Index
CBOE Dj Indl Avg Buywrite PR USD 55.00%
DJ Industrial Average TR USD 45.00%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Friar 18.95 yrs
Darren Tran 3.66 yrs
Lei Liao 3.66 yrs
Philip Campagna 3.66 yrs

Performance Versus Category

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
33.77%
-8.55%
16.98%
-6.62%
24.72%
-6.07%
-2.14%
1.44%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
27.73%
-8.60%
30.46%
8.01%
34.25%
-13.13%
18.47%
-0.96%
28.93%
-13.86%
43.42%
10.94%
28.70%
-20.21%
24.74%
1.57%
14.40%
-9.70%
18.13%
-7.13%
13.93%
-4.36%
20.71%
5.54%
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21.50%
-3.52%
9.81%
3.77%
As of April 25, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.14% Upgrade Upgrade
Stock 99.86% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund’s investment objective is to seek attractive total return with less volatility than the Dow Jones Industrial Average (the “DJIA”).Under normal circumstances, the Fund expects to invest substantially all (at least 90%) of its Managed Assets (as defined below) in its equity portfolio or otherwise in pursuit of its investment objective.
General
Security Type Closed-End Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Derivative Income
Category Index CBOE S&P 500 BuyWrite BXM PR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name Nuveen Fund Advisors, LLC.
Prospectus Benchmark Index
CBOE Dj Indl Avg Buywrite PR USD 55.00%
DJ Industrial Average TR USD 45.00%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Friar 18.95 yrs
Darren Tran 3.66 yrs
Lei Liao 3.66 yrs
Philip Campagna 3.66 yrs

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