|
| |
 |
|
What is a mutual fund?
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.
Why should I invest in an advisor-sold fund?
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.
What kind of funds does Nuveen Investments offer?
Nuveen Investments offers a variety of national and state-specific municipal
bond mutual funds, and several equity based funds. Whether capital
appreciation, attractive, dependable income, or a balance between growth and
income defines your investment objective, Nuveen Investments has a fund to fit
your needs. See our find a fund page for a complete list of all the funds
Nuveen Investments has available.
What state-specific municipal bond mutual funds do you offer?
-
Nuveen Arizona Municipal Bond Fund
-
Nuveen California High Yield Municipal Bond Fund
-
Nuveen California Municipal Bond Fund
-
Nuveen California Insured Municipal Bond Fund
-
Nuveen Colorado Municipal Bond Fund
-
Nuveen Connecticut Municipal Bond Fund
-
Nuveen Florida Preference Municipal Bond Fund
-
Nuveen Georgia Municipal Bond Fund
-
Nuveen Kansas Municipal Bond Fund
-
Nuveen Kentucky Municipal Bond Fund
-
Nuveen Louisiana Municipal Bond Fund
-
Nuveen Maryland Municipal Bond Fund
-
Nuveen Massachusetts Municipal Bond Fund
-
Nuveen Massachusetts Insured Municipal Bond Fund
-
Nuveen Michigan Municipal Bond Fund
-
Nuveen Missouri Municipal Bond Fund
-
Nuveen New Jersey Municipal Bond Fund
-
Nuveen New Mexico Municipal Bond Fund
-
Nuveen New York Municipal Bond Fund
-
Nuveen New York Insured Municipal Bond Fund
-
Nuveen NC Municipal Bond Fund
-
Nuveen Ohio Municipal Bond Fund
-
Nuveen Pennsylvania Municipal Bond Fund
-
Nuveen Tennessee Municipal Fund
-
Nuveen Virginia Municipal Bond Fund
-
Nuveen Wisconsin Municipal Bond Fund
When do the funds pay dividends?
-
Nuveen Investments municipal bond mutual funds pay dividends monthly.
-
The Nuveen Rittenhouse Growth Fund, Nuveen NWQ Multi-Cap Value Fund, Nuveen Tradewinds
International Value Fund and the Nuveen Multi-Manager Large-Cap Value Fund pay dividends
annually.
-
The Nuveen Balanced Municipal and Stock fund pays a monthly tax-free dividend
with a taxable dividend paid at year-end.
-
The Nuveen Balanced Stock and Bond Fund and Nuveen SantaBarbara Dividend Growth Fund pays dividends quarterly.
Do I have a choice on how my dividends will be 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.
How do I invest in Nuveen Investments Funds?
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 Investments Representative on the Investor line:
1-800-257-8787.
Do I need an advisor to invest?
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.
How can I receive information about a specific fund?
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.
What is the minimum investment?
The minimum investment for all funds is $3000. For our equity mutual funds, the
Traditional/Roth IRA minimum is $1000 and the minimum for the Educational IRA
is $500. The minimum for subsequent purchases is $50 (except for reinvestment).
How do I know which fund is suitable for me?
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.
Why do the Funds offer different share classes?
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, and I
shares. You should consult a prospectus and your financial advisor to help you
determine the most favorable arrangement for your situation.
Does Nuveen Investments offer money market funds?
No.
Do any funds offer check writing privileges?
No.
|