Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
14.84
+0.02
(+0.10%)
USD |
NYSE |
Dec 08, 16:00
14.83
-0.01
(-0.07%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.92% | -8.51% | 291.31M | 52005.40 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.63% | 32.00% | -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/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 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 | 8.95 yrs |
| Darren Tran | 3.33 yrs |
| Lei Liao | 3.33 yrs |
| Philip Campagna | 3.33 yrs |
Performance Versus Category
As of December 08, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of December 08, 2023.
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/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 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 | 8.95 yrs |
| Darren Tran | 3.33 yrs |
| Lei Liao | 3.33 yrs |
| Philip Campagna | 3.33 yrs |