0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
Retirement
Taking action on target date design
Target date funds provide a diversified solution to help participants meet their retirement goals. And while the concept is rather simple, the variations of products available in the market can be quite complex. It is essential for fiduciaries to understand these complexities to ensure suitability for their plans. Additionally, we believe a well thought out and documented implementation plan may help enhance retirement outcomes and potentially lower overall plan costs.
Apply the “3Rs” to help ensure the plan menu is best suited to the needs of plan participants
- Review
Successful retirement outcomes comes from selecting the most appropriately aligned target date fund based on the needs of an employee population. Performing an assessment of the plan’s objective and alignment with the participant profile can help determine suitability and can also help provide the basis for determining the best glidepath approach for the plan.
Action: Review our 25 questions to consider in target date fund selection as part of your evaluation process. - Retain or Replace
Whether you decide to retain or replace, fiduciaries must ensure they have documented their process. Additionally, plan fiduciaries are required to monitor the plan’s investment options on an ongoing basis.
Action: Leverage our QDIA Investment Policy Statement as a means for ongoing review to ensure consistency and objectivity. - Re-enroll
For many employees, decisions such as joining the plan, how much to save, what percentage to defer from their paycheck and how to invest may seem quite overwhelming. Plan sponsors can ease some of these burdens through automatic features that provide them with a path to saving for retirement.
Related articles
Responsible investing: regulatory attention is heating up, but so is investor appetite.
Investment corner: Setting the foundation: expanding options to bring the default to the next level.
Contact us
Financial Professionals
Individual Investors
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Mutual fund investing involves risk; principal loss is possible. There is no guarantee the Fund’s investment objectives will be achieved and the target date is an approximate date when investors may begin withdrawing from the Fund. Target-date mutual funds are actively managed, so the asset allocation is subject to change and may vary from that shown and after the target date has been reached, the Fund may be merged into another with a more stable asset allocation. The Fund is a fund of funds subject to the risks of its underlying funds in proportion to each Fund’s allocation. These risks include those of fixed income underlying funds risks which may be susceptible to general movements in the bond market and are subject to credit and interest rate risks as well as those of equity underlying funds risks, such as foreign investment and issuer risks. Credit risk arises from an issuer’s ability to make interest and principal payments when due, as well as the prices of bonds declining when an issuer’s credit quality is expected to deteriorate. Interest rate risk occurs when interest rates rise causing bond prices to fall. The Fund’s income could decline during periods of falling interest rates. Non-U.S. investments involve risks such as currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. These fixed-income underlying funds risks, such as call, extension, and income volatility risks as well as other risk considerations, such as active management risk, equity underlying funds risks and direct real estate risks, are described in detail in the Fund’s prospectus. The principal value of the funds is not guaranteed at any time, including at the target-date.
You should consider the investment objectives, risks, charges and expenses carefully before investing. Please call 877-518-9161, for a current prospectus that contains this and other information. Please read the prospectus carefully before investing.
The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC. Securities offered through Nuveen Securities, LLC, member FINRA and SIPC.
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Global Cities REIT
You are leaving the Nuveen website.
You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.The Nuveen website for institutional investors is available for you.
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)
