Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.94% -8.93% 305.68M 39629.53
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.76% 21.00% -19.75M Upgrade

Basic Info

Investment Strategy
The Fund’s investment objective is to seek attractive total return with less volatility than the S&P 500 Index.The fund seeks to achieve it's objective by investing substantially all (at least 90%) of its Managed Assets in its equity portfolio.
General
Security Type Closed-End Fund
Equity Style Large Cap/Growth
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 S&P 500 BuyWrite BXM PR USD 55.00%
S&P 500 TR USD 45.00%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Friar 9.28 yrs
Darren Tran 3.66 yrs
Lei Liao 3.66 yrs
Philip Campagna 3.66 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
27.91%
-13.36%
25.32%
-0.10%
28.99%
-6.89%
0.82%
5.04%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.99%
9.52%
-12.72%
32.43%
0.51%
23.68%
-16.58%
7.50%
7.20%
--
--
--
18.62%
9.75%
-28.35%
30.97%
6.79%
35.31%
-2.16%
31.99%
9.64%
32.94%
-19.77%
20.66%
13.94%
37.46%
5.49%
31.05%
29.50%
20.28%
-26.50%
22.60%
12.08%
As of May 03, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.08% Upgrade Upgrade
Stock 99.92% 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 S&P 500 Index.The fund seeks to achieve it's objective by investing substantially all (at least 90%) of its Managed Assets in its equity portfolio.
General
Security Type Closed-End Fund
Equity Style Large Cap/Growth
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 S&P 500 BuyWrite BXM PR USD 55.00%
S&P 500 TR USD 45.00%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Friar 9.28 yrs
Darren Tran 3.66 yrs
Lei Liao 3.66 yrs
Philip Campagna 3.66 yrs

Top Portfolio Holders

0 of 0