A mutual fund is an investment that pools your money with the money of many other
people with similar investment goals. Professional money managers use the pool of
money to buy securities, that, in the team's judgment, will help achieve specified
financial objectives. Together, investors potentially can reap more rewards with
less risk investing together than alone through diversification.
Most of the sales charge includes a commission to your financial advisor. In return
for this payment, the advisor can help you determine your needs and formulate long-term
investment goals and objectives, set realistic expectations as to how each investment
is likely to perform, and match your goals and objectives with appropriate investments.
Over the long term, he or she can monitor your portfolio and regularly review your
situation to make sure your strategy remains appropriate.
Nuveen offers fixed income and equity mutual fund solutions that cover a full range of
investment opportunities and are managed by our premier investment managers with the
goal of providing risk-adjusted returns and portfolio diversification. See our view
all funds page for a complete list of all the funds Nuveen has available.
Nuveen municipal and taxable fixed income funds pay dividends monthly. Most other Nuveen
mutual funds pay dividends annually. Check each fund page for the specific timing of when
dividends are paid.
Yes. You can elect to have your dividends reinvested, invested in another Nuveen
Investments Fund, deposited directly in your bank checking or savings account or
sent to you in a check.
To invest in a fund, call your financial advisor to get an application and fund
prospectus. Be sure to review the prospectus carefully before investing. You can
also contact a Nuveen Representative on the Investor line: 1-800-257-8787.
You don't need an advisor to purchase shares of our mutual funds, but we do suggest
that you speak with a professional financial consultant. They can be an invaluable
source of expert and objective guidance in dealing with what can be a complex subject.
Whether you need advice setting goals, dealing with tax issues, determining risks
or developing an investment strategy, working with a financial advisor can be instrumental
in helping you achieve your investment goals.
To receive more information about a specific fund, you can:
- Download and view a prospectus now.
- Call your financial advisor and ask for more information.
- Call our Investor Services number at 1-800-257-8787 for more information about a
particular fund.
The minimum initial investment is $3,000 ($2,500 for an IRA account; $2000 for an
Education IRA account) and may be lower for accounts opened through certain fee-based
programs. Subsequent investments must be in amounts of $100 or more. The funds reserve
the right to reject purchase orders and to waive or increase the minimum investment
requirements.
If you are looking for a recommendation for a particular investment, we suggest
you consult a financial advisor. Your advisor will have the knowledge and experience
to evaluate your investment needs in light of your current financial situation,
your long-term goals and the risk you are willing to assume. With these factors
in mind, your advisor can suggest an investment strategy that will help you achieve
your financial goals.
Many mutual fund companies offer investors a choice in the way the sales charge
and other fees are structured. Nuveen Investments offers class A, C, R3, and I shares.
You should consult a prospectus and your financial advisor to help you determine
the most favorable arrangement for your situation.
No.
No.