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Income Investing

The ongoing case for senior loans

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What are senior loans:

What makes senior loans a compelling asset class?

The ongoing case for senior loans table one
 
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How senior loans may benefit a portfolio

Relative to most bond categories, senior loans have historically provided increased income, decreased risk and low correlation to interest rate changes.

Compelling yield and risk profile 
Senior loans may benefit a portfolio in periods of rising and falling rates 
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For more information about how senior loans may enhance your investment portfolio, consult with your financial professional.

1 Source: Moody’s Annual Default Study: Corporate Default and Recovery Rates, 1920-2019. The average default recovery rates between 1987-2019 for senior loans, senior unsecured bonds and subordinated bonds were 80%, 47% and 28%, respectively.

Glossary
For term definitions and index descriptions, please access the glossary .

Asset class risks
There are risks inherent in any investment, including the possible loss of principal. Different types of asset investments have different types of risks, which may provide higher returns but also greater volatility. In general, equity securities tend to be more volatile than fixed income or hybrid securities. Foreign investments may involve exposure to additional risks such as currency fluctuation and political and economic instability. The value of, and income generated by, debt securities will decrease or increase based on changes in market interest rates. Preferred securities combine the features of bonds and stocks, and have credit risk based on the issuer’s ability to make interest and dividend payments when due. High yield corporate bonds are subject to liquidity risks and heightened credit risk. Government bonds are guaranteed as to the timely payment of principal and interest.

A word on risk
Mutual fund investing involves risk; principal loss is possible. Debt or fixed income securities such as those held by the Fund, are subject to market risk, credit risk,interest rate risk, derivatives risk, liquidity risk, and income risk. As interest rates rise, bond prices fall. Below investment grade or high yield debt securities are subject to liquidity risk and heightened credit risk. Foreign investments involve additional risks, including currency fluctuation, political and economic instability,lack of liquidity and differing legal and accounting standards. The value of the Fund’s convertible securities may decline in response to such factors as rising interest rates and fluctuations in the market price of the underlying securities. This Fund is subject to loan settlement risk due to the lack of established settlement standards or remedies for failure to settle.

Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 866.801.5733.

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