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: 3/31/2017
Category: Allocation--30% to 50% Equity
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
Keith Hembre, CFA
25 years investment experience
Managed fund since 2013
Derek Bloom, CFA
15 years investment experience
Managed fund since 2013
as of date: 3/31/2017
More contact information
Mutual fund investing involves risk; principal loss is possible. Asset allocation Funds invest in various underlying Funds (primarily Nuveen Funds). Generally, your cost to invest in asset allocation Funds will be higher than the cost to invest in shares of the underlying Funds. Asset allocation Funds are exposed to the risks of the underlying Funds in proportion to each Fund's allocation. These risks include, but are not limited to, volatility related to small- and mid-cap stocks, potentially high volatility of commodities, foreign securities risk, and credit and interest-rate risk related to debt securities. The Funds' potential use of derivative instruments involves a high degree of financial risk, including the risk that the loss on a derivative may be greater than the principal amount invested.
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 have a 5.75% maximum sales charge. 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.
Expense ratios are based on the Fund's most recent fiscal year end. The net expense ratio reflects a contractual commitment by the Fund's investment adviser to waive fees and/or reimburse expenses through December 31, 2018. Absent the waiver and/or reimbursement, expenses would be higher and total returns would be less.
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.
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