Nuveen AMT-Free Municipal Value Fund (NYSE: NUW) is a closed-end investment company managed by Nuveen, a global asset manager with a history dating back to 1898. The fund’s primary objective is to provide high current income exempt from regular federal income tax, with a secondary goal of capital appreciation. It pursues this strategy by investing predominantly in a diversified portfolio of tax-exempt municipal securities, including bonds that are free from the federal alternative minimum tax (AMT).
The fund’s portfolio is constructed and overseen by an experienced team within Nuveen’s Municipal Income Group. These portfolio managers employ fundamental credit analysis and yield evaluation to select investment-grade and select non-rated bonds issued by U.S. state and local governments, agencies, authorities and special districts. The strategy emphasizes geographic diversification across regions and sectors, aiming to mitigate issuer-specific risks while capitalizing on relative value opportunities in municipal markets.
Since its inception, Nuveen AMT-Free Municipal Value Fund has leveraged the parent company’s extensive municipal research capabilities and longstanding relationships with public issuers. This approach enables continuous monitoring of credit trends, regulatory changes and economic developments that could affect bond issuers. The fund also maintains the flexibility to use leverage, within regulatory limits, to enhance income potential—an aspect managed carefully to balance risk and return.
Nuveen AMT-Free Municipal Value Fund serves individual and institutional investors seeking tax-advantaged income solutions in the U.S. The fund pays monthly distributions, reflecting its focus on consistent cash flow generation. Investors benefit from Nuveen’s leadership in municipal fixed income, as the firm’s depth of market intelligence and disciplined investment process help navigate changing market conditions and support the fund’s long-term objectives.
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