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Nuveen AMT-Free Municipal Value Fund filed a Form 3 for officer Margot Kleinman, who serves as SMD, Head of Muni Bond Research. This filing is an initial statement of beneficial ownership for this insider and, based on the provided data, does not report any share transactions.
Nuveen AMT-Free Municipal Value Fund has added Margot Kleinman as a portfolio manager, effective February 27, 2026. Existing portfolio managers Daniel Close and Kristen DeJong will continue in their roles alongside her.
The Fund states there will be no changes to its investment objective or investment policies in connection with Kleinman’s addition.
Nuveen AMT-Free Municipal Value Fund insider Joseph Castro, who serves as EVP, Chief Risk & Compliance, filed an initial ownership report on Form 3. The filing does not list any buy, sell, acquisition, or disposal transactions and provides no share holdings detail in the transaction section.
Nuveen AMT-Free Municipal Value Fund (NUW), along with sister funds NUV and NMI, reports modest positive results for the 12 months ended October 31, 2025 in a volatile municipal bond market. Municipal yields rose at longer maturities and fell at shorter ones, and heavy new issuance outpaced demand despite generally strong credit fundamentals.
NUW’s net asset value return was 3.42%, trailing the S&P Municipal Bond Index’s 4.14%, while NUV returned 3.22% and NMI 2.74% versus their respective benchmarks. Management continued to focus on intermediate‑ to longer‑duration and mid‑ to lower‑rated municipal bonds, using leverage through inverse floating rate securities and trading into higher‑yielding bonds when opportunities appeared. In 2025 NUW paid total distributions of $0.5800 per share, with a reported market yield of 4.05% and tax‑equivalent yield of 6.84%, based on prices at period end. PricewaterhouseCoopers LLP issued an unqualified opinion on the funds’ financial statements.
Nuveen AMT-Free Municipal Value Fund (NUW) reported an insider filing on Form 3. The reporting person, an officer serving as MD, Fund Finance & Treasury, filed an initial statement of beneficial ownership indicating no securities are beneficially owned. The event date is 10/16/2025, and the submission was signed under a power of attorney.