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Nuveen AMT-Free Municipal Value Fund Expands Management Team

Story Highlights
  • Nuveen AMT-Free Municipal Value Fund named Margot Kleinman portfolio manager, effective February 27, 2026.
  • Kleinman’s appointment leverages her award-winning municipal research leadership, bolstering the fund’s analytical depth.
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Nuveen AMT-Free Municipal Value Fund ( (NUW) ) just unveiled an update.

Nuveen AMT-Free Municipal Value Fund has appointed Margot Kleinman as a portfolio manager of the fund, effective February 27, 2026, alongside existing managers Daniel Close and Kristen DeJong. The addition does not change the fund’s investment objective or policies, suggesting continuity in strategy while expanding leadership capacity.

Kleinman currently serves as Head of Research for Nuveen’s municipal fixed income team, leading one of the largest and most experienced municipal credit research groups in the asset class. Her recognition as part of the No. 1 team at the 2024 Smith’s All-Star Municipal Analysts Awards and her broader industry involvement underscore a deepening of the fund’s research-driven approach, which may reinforce its analytical strength and appeal for municipal bond investors.

More about Nuveen AMT-Free Municipal Value Fund

Nuveen AMT-Free Municipal Value Fund is a municipal fixed income investment fund focused on providing investors with tax-advantaged income by investing primarily in U.S. municipal bonds. The fund leverages Nuveen’s large, specialized municipal credit research team and aims to deliver value through active management in the municipal bond market while maintaining its stated investment objectives and policies.

Average Trading Volume: 36,709

Learn more about NUW stock on TipRanks’ Stock Analysis page.

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