Investment Strategy
| The Nuveen Tradewinds Value Opportunities Fund seeks long-term capital appreciation by investing in equity securities of companies with varying market capitalizations selected using an eclectic, value-oriented process. |
Who should invest
Investors Seeking:
| - Attractive total returns from a value oriented investment strategy
- To meet long-term financial goals
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Fund Basics: Shares
Select Share Class:
A | B† | C | I† | R3
| Fund Symbol | NVOAX |
| Fund Cusip | 67064Y669 |
| Inception Date | 12/09/2004 |
| Latest NAV as of 11/19/2009 | $29.59 |
| Fund Symbol | NVOBX |
| Fund Cusip | 67064Y651 |
| Inception Date | 12/09/2004 |
| Latest NAV as of 11/19/2009 | $29.03 |
| Fund Symbol | NVOCX |
| Fund Cusip | 67064Y644 |
| Inception Date | 12/09/2004 |
| Latest NAV as of 11/19/2009 | $29.03 |
| Fund Symbol | NTVTX |
| Fund Cusip | 67064Y412 |
| Inception Date | 8/04/2008 |
| Latest NAV as of 11/19/2009 | $29.64 |
| Fund Symbol | NVORX |
| Fund Cusip | 67064Y636 |
| Inception Date | 12/09/2004 |
| Latest NAV as of 11/19/2009 | $29.65 |
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A Word On Risk
| An investment in the Fund is subject to market risk or the risk that stocks in the portfolio will decline in response to such factors as adverse company news or industry developments or a general economic decline. In addition, an investment in small and mid-cap stocks may be subject to greater volatility and price fluctuations. As with any mutual fund, possible loss of principal is a risk of investing. |
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Portfolio Manager
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 | David Iben, CFA - Prior to joining NWQ in 2000, and forming the affiliate Tradewinds, Mr. Iben was lead Portfolio Manager, CEO, and a founding member of Palladian Capital Management. Before launching Palladian, he worked at Cramblit & Carney, Inc. managing large institutional accounts. Formerly, he was acting CIO at the Farmers Group, responsible for $16 billion of investable assets before his departure in 1996. During his fourteen years at Farmers Group, Mr. Iben analyzed fixed income and equity securities and managed various insurance and ERISA portfolios.
Mr. Iben received a B.A. in Economics from the University of California at Davis and an M.B.A. from the Marshall School of Business at University of Southern California. In addition, he received his Chartered Financial Analyst designation in 1984 and is a member of the CFA Institute and the CFA Society of Los Angeles, Inc. | |
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Effective May 1, 2008 Class B shares are only issued upon exchange of Class B shares
from another Nuveen Fund or for purposes of dividend reinvestment.
Effective December 31, 2008 the reinstatement privilege for Class B shares
will no longer be available. Effective May 1, 2008, Class R shares were
renamed Class I shares. See the Fund's prospectus for more information.
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| On March 1, 2006, Tradewinds assumed all of the sub-advisory responsibilities for the Fund. Effective June 30, 2006, the name of the Fund changed from Nuveen NWQ Value Opportunities Fund to Nuveen Tradewinds Value Opportunities Fund. There have been no changes in the Fund's portfolio management personnel, investment objectives, policies, or day-to-day portfolio management practices. |
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