Unit Trusts


Nuveen 2017 Equity Outlook Portfolio, 2017

Portfolio Holdings

Ford Motor CompanyFConsumer Discretionary4.03 %
McKesson CorporationMCKHealth Care4.02 %
Walgreens Boots Alliance, Inc.WBAConsumer Staples4.02 %
Express Scripts Holding Company ESRXHealth Care4.02 %
Bank of America CorporationBACFinancials4.01 %
Yum! Brands, Inc.YUMConsumer Discretionary4.01 %
General Motors CompanyGMConsumer Discretionary4.01 %
United Continental Holdings Inc.UALIndustrials4.01 %
Sirius XM Holdings Inc.SIRIConsumer Discretionary4.01 %
The Bank of New York Mellon CorporationBKFinancials4.01 %
T-Mobile US, Inc. TMUSTelecommunication Services4.01 %
HP Inc.HPQInformation Technology4.00 %
Sysco CorporationSYYConsumer Staples4.00 %
Prudential Financial, Inc.PRUFinancials4.00 %
Cardinal Health, Inc.CAHHealth Care4.00 %
Aetna Inc.AETHealth Care4.00 %
UnitedHealth Group IncorporatedUNHHealth Care3.99 %
CBS CorporationCBSConsumer Discretionary3.99 %
Wal-Mart Stores, Inc.WMTConsumer Staples3.99 %
VMWARE INC-CLASS AVMWInformation Technology3.99 %
Gilead Sciences, Inc. GILDHealth Care3.99 %
Target CorporationTGTConsumer Discretionary3.98 %
Citigroup Inc.CFinancials3.98 %
Ingersoll-Rand Public Limited CompanyIRIndustrials3.97 %
Amgen Inc.AMGNHealth Care3.96 %

Data used for the Portfolio Holdings and Portfolio Allocation Characteristics is from Bloomberg Finance L.P. Portfolio holdings are provided for informational purposes only and should not be deemed as a recommendation to buy or sell individual securities. Portfolio Holdings and Portfolio Allocation Characteristics are as of deposit day and are subject to change and may vary thereafter.

The style and capitalization characteristics are designed to help investors understand how they fit into an overall investment plan. Value, blend and growth are types of investment styles. Growth Investing generally seeks stocks that offer the potential for greater-than-average earnings growth, and may entail greater risk than value or blend investing. Value investing generally seeks stocks that may be sound investments but are temporarily out of favor in the marketplace, and may entail less risk than growth investing. A blend investment combines the two styles. Market capitalization is determined by the following criteria: Large Cap: Greater than $10 billion, Mid Cap: $2 billion-$10 billion, Small Cap: $250 million-$2 billion Micro Cap: Below $250 million.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular 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.

Risk Considerations
Investing involves risk; principal loss is possible. This Trust is unmanaged and there is no guarantee that the Trust’s investment objectives will be achieved. There is no assurance that common stocks will make dividend payments. Dividends are paid only if declared by an issuer's board of directors and the amount of any dividend may vary over time. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. This Trust is concentrated in the consumer products sector.Some of the general risks of companies in the consumer products sector include cyclicality of revenues and earnings, economic recession, currency fluctuations, changing consumer tastes, extensive competition, product liability litigation and increased government regulation. This Trust is also concentrated in the healthcare sector.There are certain risks specific to healthcare companies such as governmental regulation and the risk that a product may never come to pass.  Non-U.S. investments involve additional risks, including currency fluctuation, political and economic instability, potentially reduced liquidity and differing legal and accounting standards. These and other risk considerations, such as various business, market, and investment risks are described in detail in the Trust’s prospectus.
Although this Trust’s life is approximately 15 months, the Trust’s strategy should be considered as part of a long-term investment strategy and investors should consider, in light of their particular financial situations, whether it may be appropriate to invest in successive trust portfolios, if available, subject to the applicable sales charges. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor.


The Russell 1000® Index and all other Russell index names are registered trademarks of Russell Investment Group. The Russell 1000® Index measures the price and return performance of approximately the 1000 largest companies, representing roughly 92% of the total U.S. large cap equity market. The portfolio is not sponsored, endorsed, sold or promoted by Russell Investment Group and Russell Investment Group does not make any representation regarding the advisability of investing in the securities.

Nuveen Securities, LLC serves as the Trust’s sponsor and Nuveen Fund Advisors, LLC serves as the Trust’s evaluator and supervisor. Nuveen Asset Management, LLC serves as the portfolio consultant responsible for recommending a portfolio of securities for the Trust. Nuveen Securities, LLC is a registered broker-dealer and Nuveen Fund Advisors, LLC and Nuveen Asset Management, LLC are registered investment advisers.

Trust Summary

Trust NameNuveen 2017 Equity Outlook Portfolio, 2017
Series Name2017
Trust SymbolNEO2017
Nasdaq SymbolNVNEBX
Trust StatusSecondary
Initial Offer Date01/17/2017
Termination Date04/19/2018
First Income Record Date06/10/2017
Distibution FrequencySemi-annually
Tax StructureRIC
Liquidation Price1$11.2561
Cash CUSIP67092Y103
Reinvest CUSIP67092Y111
Fee Cash CUSIP67092Y129
Fee Reinvest CUSIP67092Y137

1. Represents the value per unit that a unitholder would receive if the unitholder redeemed or sold units. This price is equal to the net asset value per unit plus any remaining organization costs and creation & development fee. This price reflects any remaining non-contingent deferred sales charges payable in connection with a liquidation of units.

Not registered?

Register for access to investment team commentary, detailed portfolio information, and other advisor resources. For instant access, register now.

Your Contacts

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.

Financial Advisors


Registered Investment Advisors


Account Access

For more information on Mutual Fund Vision, FAN Mail, or accessing client accounts, please visit our advisor account access page.

Advisor Access

Investor Access