The Nuveen Family of Funds delivers excellence across every major asset class through focused teams of independent investment affiliates backed by Nuveen’s financial strength, infrastructure and resources.
As of date: 4/30/2016
Category: Large Blend
Morningstar ratings may vary among share classes and are based on historical risk-adjusted total returns, which are not indicative of future results. The fund may have experienced negative returns over the time periods rated.
View 4-and 5-Star Funds
18 years investment experience
Managed fund since 2000
Michael Lindh, CFA, CPA
35 years investment experience
Managed fund since 2014
as of date: 4/30/2016
More contact information
Mutual fund investing involves risk; principal loss is possible. The Fund's investment in common stocks involves the risk of decline due to adverse company or industry news or a general economic decline. The use of derivatives involves substantial financial risk and transaction costs. In addition, the Fund may fail to match index performance.
Returns quoted represent past performance which is no guarantee of future performance. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Due to market conditions, current performance may be higher or lower than the data shown. Returns without sales charge do not reflect the imposition of the maximum sales charge, which would reduce returns. Total returns for a period of less than one year are cumulative.
Performance assumes the reinvestment of dividends and capital gains. Class A Shares can be purchased at NAV. Class A Shares are available for purchase by certain retirement plans and wrap programs. Class C shares have a 1% CDSC for redemptions within less than one year, which is not reflected in the one-year total return. Class I shares have no sales charge and may be purchased under limited circumstances or by specified classes of investors. Class R3 shares have no sales charge and are available only to certain retirement plan clients.
Load-waived (LW) Class A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Absent the waiver, ratings may be lower. All of the funds above offer A shares at maximum sales charge which varies by fund; and I shares which have no sales charge. Ratings are for the share class cited only; other share classes have different performance and different Morningstar RatingsTM.
Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please view the prospectus or summary prospectus.
NOT FDIC INSURED
MAY LOSE VALUE
NO BANK GUARANTEE
Investor line: 1-800-257-8787. Advisor line: 1-800-752-8700.
The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.
Register for access to investment team commentary, detailed portfolio information, and other advisor resources. For instant access, register now.
Our goal is to deliver lasting value to our clients. For assistance, please call or email our advisor service team or contact your personal Nuveen Service Team.
Log in to nuveen.com to access your personal Nuveen Service Team.
Registered Investment Advisors
For more information on Mutual Fund Vision, FAN Mail, or accessing client accounts, please visit our advisor account access page.