In calculating the awards, Lipper considered all open-end funds registered for sale
in the United States in qualifying classifications with at least 36 months of performance
history as of the end of the calendar year. Awards were given to funds with a 3-,
5- and 10-year history as at the end of the evaluation year in equity, bond and
mixed-asset Lipper U.S. Classifications with at least ten distinct portfolios. Both
group and fund awards were calculated using Lipper’s Consistent Return score. A
more detailed Fund Awards Methodology can be found at excellence.thomsonreuters.com/Lipper.
Mutual fund investing involves risk; principal loss is possible. Equity investments
are subject to market risk. Investments in small- and mid-cap companies are subject
to greater volatility. Foreign investments involve additional risks, including currency
fluctuation, political and economic instability, lack of liquidity and differing
legal and accounting standards. These risks are magnified in emerging markets. Asset
allocation funds invest in various underlying funds (primarily Nuveen funds). Generally,
your cost to invest in asset allocation funds will be higher than the cost to invest
in shares of the underlying funds. Asset allocation funds are exposed to the risks
of the underlying funds in proportion to each fund’s allocation. These risks include,
but are not limited to, market risk, volatility related to small- and mid-cap stocks;
non-diversification risk, foreign securities risk; and credit and interest-rate
risk related to debt securities. The fund’s potential use of derivative instruments
involves a high degree of financial risk, including the risk that the loss on a
derivative may be greater than the principal amount invested. Debt or fixed income
securities are subject to credit risk and interest rate risk. The value of, and
income generated by debt securities will decrease or increase based on changes in
market interest rates. Credit risk refers to an issuer’s ability to make interest
and principal payments when due. The potential use of derivative instruments involves
a high degree of financial risk, including the risk that the loss on a derivative
may be greater than the principal amount invested. To learn more about Nuveen Investments’
family of mutual funds, visit http://www.nuveen.com/MutualFunds.
Funds distributed by Nuveen Securities, LLC.
Investors should consider the investment objectives and policies, risk considerations,
charges and expenses of a fund carefully before investing. For a prospectus which
contains this and other information relevant to an investment in a fund, please
contact your financial advisor or Nuveen Investments directly at 800-257-8787. Investors
should read the prospectus carefully before investing or sending money.
Lipper, a Thomson Reuters company, provides independent insight on global collective
investments including mutual funds, retirement funds, hedge funds, fund fees and
expenses to the asset management and media communities. Lipper is the world's leading
fund research and analysis organization, covering over 220,000 share classes and
over 120,000 funds in 61 registered for sale (RFS) universes. It provides the free
Lipper Leader ratings for mutual funds registered for sale in over 27 countries.
Additional information is available at www.lipperweb.com.
Lipper Fund Awards designations do not constitute and are not intended to constitute
investment advice or an offer to sell or the solicitation of an offer to buy any
security of any entity in any jurisdiction. As a result, investors should not make
an investment decision on the basis of this information. Lipper Fund Awards designations
are for informational purposes only. Lipper is not responsible for the accuracy,
reliability or completeness of the information obtained from Lipper. In addition,
Lipper will not be liable for any loss or damage resulting from information obtained
from Lipper or any of its affiliates. Past performance is not necessarily a guide
to future performance and investors should remember that past performance is not
a guarantee of future results.