Mutual Fund Account Application (236k pdf) -- This application must be preceded or accompanied by a current fund prospectus, and may not be used to open retirement or Nuveen Defined Portfolio reinvestment accounts. If you wish to open these types of accounts, please call Nuveen Investments to request the appropriate application.
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Roth IRA Instructions and Application -- Instructions and application to open a Roth IRA.
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IRA Required Minimum Distribution Application -- IRA Required Minimum Distribution Form
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Traditional IRA Instructions and Application -- Traditional IRA Instructions and Application for Mutual Funds
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IRA Transfer Application -- Use this form if you are transferring assets directly to a new or existing Nuveen Investments IRA, converting from a traditional IRA to a Roth IRA, transferring from an existing Roth IRA, rolling over a Roth IRA, or you are requesting a direct rollover.
from an employer sponsored plan
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Featured Municipal Bond Mutual Funds - FactSheet -- A fact sheet highlighting four municipal bond mutual funds -- Features the Nuveen All-American Municipal Bond Fund (FLAAX), the Nuveen High Yield Municipal Bond Fund (NHMAX), the Nuveen Intermediate Duration Bond Fund (NMBAX) and the Nuveen Limited Term Municipal Bond Fund (FLTDX). Includes Morningstar rating, investment overview and style, annualized returns and benchmark performance.
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Featured Equity Mutual Funds - Fact Sheet -- A fact sheet highlighting four Nuveen Equity Mutual Funds -- Features the Nuveen Santa Barbara Dividend Growth Fund (NSBAX), the Nuveen Tradewinds Global All-Cap Fund (NWGAX), Nuveen Tradewinds International Value Fund (NAIGX) and the Nuveen Tradewinds Value Opportunities Fund (NVOAX). Includes Morningstar rating, investment overview and style, annualized returns and benchmark performance.
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Featured Combo Equity and Fixed Income Mutual Funds - FactSheet -- A fact sheet highlighting two equity and two fixed income funds from Nuveen -- Features the Nuveen Santa Barbara Dividend Growth Fund (NSBAX), the Nuveen Limited Term Municipal Bond Fund (FLTDX), the Nuveen Tradewinds International Value Fund (NAIGX) and the Nuveen Short Duration Bond Fund (NSDAX). Includes investment overview and style, annualized returns and benchmark performance.
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Featured Taxable Fixed Income Mutual Funds - FactSheet -- A fact sheet highlighting three Nuveen Taxable Fixed Income Mutual Funds -- Features the Nuveen Short Duration Bond Fund (NSDAX), the Nuveen High Yield Bond Fund (NHYAX) and the Nuveen Multi-Strategy Income Fund (NCBAX). Includes investment overview and style, annualized returns and benchmark performance.
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Nuveen Mutual Fund Style Box -- This Factsheet features Style Box for the Fixed-Income and Equity Mutual Funds.
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2009 Estimated Capital Gains for Nuveen Mutual Funds -- The table lists Nuveen Investments Mutual Funds that are estimated to make annual taxable distributions in 2009 along with the date and per share amount of the distribution. Past performance is no guarantee of future results.
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NHBF 19(a) notice -- notice for NHBF
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NPSF 19(a) Notice -- Notice for NPSF.
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Return of Capital Information for Nuveen High Yield Bond Fund 12/08 -- This 19(a) notice provides shareholders of the Nuveen High Yield Bond Fund with information regarding the Fund's distributions. This notice is for informational purposes only.
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Return of Capital Information for Nuveen High Yield Bond Fund 11/08 -- This 19(a) notice provides shareholders of the Nuveen High Yield Bond Fund with information regarding the Fund's distributions. This notice is for informational purposes only.
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