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Tax-Aware Fixed Income

The Nuveen Asset Management Tax-Aware Fixed Income Strategy seeks to maximize after-tax income by investing in individual high quality, tax-exempt and taxable bonds, with a secondary objective of total return.

Portfolio At-a-Glance

Limited Intermediate Long
Benchmark Bloomberg Barclays Intermediate/Short (1-10) Municipal Bond Index Bloomberg Barclays 3-15 Year Blend (2-17) Municipal Bond Index Bloomberg Barclays Municipal Bond Index
Tax Consideration Moderate tax sensitivity
- or -
High tax sensitivity
Moderate tax sensitivity
- or -
High tax sensitivity
Moderate tax sensitivity
- or -
High tax sensitivity
Average Maturity Target (years) 3 - 7 7 - 10 17 - 22
Average Duration Target (years) 2 - 5 5 - 6.5 7 - 11
Quality Range A- or better A- or better A- or better
Expected Turnover 15%-40% 15%-40% 15%-40%
Portfolio Construction

Tax-Exempt Municipal Bonds 50%-100% 50%-100% 50%-100%
Corporate Bonds 0%-50% 0%-50% 0%-50%
Taxable Municipal Bonds 0%-50% 0%-50% 0%-50%
Minimum Initial Investment $250K $250K $250K

Investment Process

Certain strategies may be available through other investment vehicles not listed above. Vehicles and their respective platforms shown may not be available in certain jurisdictions; investors should be aware of applicable legal requirements. This information should not be considered a solicitation or an offer by Nuveen Asset Management or Nuveen to provide any services in any jurisdiction. For more information on collective investment trusts, please contact us. If you are a non-U.S. investor and would like more information on UCITS Funds, please visit

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside protection will be achieved.


Contact Us

  • Institutional Investors/ Consultant 612.303.3381
  • Registered Investment Advisor 800.558.4487
  • Financial Advisors 800.752.8700
  • Mutual Fund Investors 800.257.8787