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Nuveen is a leading provider of outcome-focused investment solutions that has led to shaping financial futures for over 125 years. Our distinctive glidepath design informed by over 70 years of asset allocation experience, seeks to balance market and longevity risk to prepare participants for a potentially longer retirement.*
| Series name | Nuveen Lifecyle Funds | Nuveen Lifecycle CIT Series | Nuveen Lifecyle Income Active CIT Series | Nuveen Lifecycle Blend CIT Series | Nuveen Lifecycle Income Blend CIT Series | Nuveen Lifecycle Index Funds | Nuveen Lifecycle Index CIT Series | Nuveen Lifecycle Income Index CIT Series |
|---|---|---|---|---|---|---|---|---|
| Active/passive strategy | Active | Active | Active | Active/passive blend | Active/passive blend | Passive | Passive | Passive |
| For those seeking | High potential alpha |
High potential alpha |
High potential alpha with exposure to lifetime income | A tradeoff between alpha generation and cost | A tradeoff between alpha generation and cost with exposure to lifetime income | Lower cost | Lower cost | Lower cost with exposure to lifetime income |
| Vehicle | Mutual fund (MF) | Collective investment trust (CIT) | Collective investment trust (CIT) | Collective investment trust (CIT) | Collective investment trust (CIT) | Mutual fund (MF) | Collective investment trust (CIT) | Collective investment trust (CIT) |
Effective 01 May 2024, the TIAA-CREF Lifecycle Index Funds have been renamed the Nuveen Lifecycle Index Funds and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
Effective 01 May 2024, the Nuveen TIAA Lifecycle Blend CIT Series have been renamed the Nuveen Lifecycle Blend CIT Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
Effective 01 May 2024, the Nuveen TIAA Lifecycle CIT Series have been renamed the Nuveen Lifecycle CIT Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
Effective 01 May 2024, the Nuveen TIAA Lifecycle Index CIT Series have been renamed the Nuveen Lifecycle Index CIT Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
Effective 01 May 2024, the TIAA-CREF Lifecycle Funds have been renamed the Nuveen Lifecycle Funds and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
* Nuveen traces its history to 1898 when the company began underwriting municipal bonds, and TIAA was founded in 1918 in which assets were managed on behalf of TIAA. TIAA acquired Nuveen in 2014, and shortly thereafter TIAA’s asset management business was combined with Nuveen. Statements regarding Nuveen’s history include TIAA’s history. TIAA asset allocation experience dates back to 1952 with the launch of the CREF stock account.
**Assume participant is invested in the Nuveen Lifetime Income Series
1 As of 2024.
2 Morningstar Direct “2022 Target Date Strategy Landscape” Report.
3 Assets: As of 31 Dec 2023. For rankings: Pensions & Investments, 12 Jun 2023. Rankings based on institutional tax-exempt assets under management as of 31 Dec 2022 reported by each responding asset manager.
4 The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com. The Award is based on a review of risk-adjusted performance of 39 companies for 2016, 36 for 2017, 35 for 2018 & 2019, and 30 for 2020. The award pertains only to the Nuveen mutual funds in the mixed-asset category. Without such waivers ratings could be lower. Past performance does not guarantee future results. For current performance, rankings and prospectuses, please visit Nuveen.com.
The target date is the approximate date when investors plan to start withdrawing their money. The principal value of the CIT or mutual fund is not guaranteed at any time, including at the target date. After 30 years past when the target-date has been reached, the CIT or mutual fund may be merged into another target-date CIT or mutual fund with the same asset allocation. The unit value of the CIT or mutual fund will fluctuate, and investors may lose money. The CIT or mutual fund may not achieve its target allocations and even if it does, the asset allocations may not achieve the desired risk-return characteristics and may result in the CIT or mutual fund underperforming other similar funds.
The information contained is about the Nuveen target date strategies overall and also contains information about the Nuveen Lifecycle Income Collective Investment Trust Series described on this material (Lifecycle CIT Series). Please note that the Lifecycle CIT Series is not a series of mutual funds and differs in many ways from the mutual funds using a similar strategy. Information about the mutual funds or management of the mutual funds should not be automatically applied to the CIT. The Lifecycle CIT series may be referred to as “Funds” in the following disclosures.
Important information on risk
Investing involves risk; principal loss is possible. There is no guarantee the Lifecycle Series’ investment objectives will be achieved. The Lifecycle Series are funds of funds subject to the risks of its underlying funds in proportion to each Fund’s allocation. Underlying Funds invest primarily in stocks and bonds. Large cap stocks may grow more slowly than the overall market. Growth stocks and stocks issued by smaller companies are more volatile than other stocks. Bonds lose value when the issuer is unable to make interest and principal payments when due or otherwise faces a decline in its credit quality. They experience volatility when interest rates fluctuate. Rising interest rates can cause bond prices to fall. Declining interest rates can cause bond income to fall. Non-U.S. investments involve risks including currency fluctuation, political and economic instability, and lack of liquidity and differing legal and accounting standards. These risks are magnified in emerging markets. The target date is the approximate date when investors plan to start withdrawing their money. The principal value of the Fund(s) are not guaranteed at any time, including at the target date. After 30 years past when the target date has been reached, the Funds may be merged into another target date Fund with the same asset allocation. The unit value of the Funds will fluctuate, and investors may lose money. The Fund may not achieve its target allocations and even if they do, the asset allocations may not achieve the desired risk-return characteristics and may result in the Fund underperforming other similar funds. Allocations are subject to change.
Any guarantees under annuities by TIAA are subject to TIAA's claim-paying ability.
SEI Trust Company (the “Trustee”) serves as the Trustee of the Fund and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund. The Fund is part of a Collective Investment Trust (the “Trust”) operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI).
The Nuveen/SEI Trust Company Trust I & Nuveen/SEI Trust Company Trust III are managed by SEI Trust Company, the trustee, based on the investment advice of Nuveen Fund Advisors, LLC, the investment adviser to the trusts.
The Nuveen/SEI Trust Company Trust I & Nuveen/SEI Trust Company Trust III are trusts for the collective investment of assets of participating tax qualified pension and profit sharing plans and related trusts, and governmental plans as more fully described in the Declaration of Trust. As bank collective trusts, the Nuveen/SEI Trust Company Trust I & Nuveen/SEI Trust Company Trust III are exempt from registration as an investment company.
A plan fiduciary should consider the Funds' objectives, risks, and expenses before investing. This and other information can be found in the Declaration of Trust and the Funds’ Disclosure Memoranda. The Fund is not a mutual fund, and its units are not registered under the Securities Act of 1933, as amended, or the applicable securities laws of any state or other jurisdiction.
Past performance does not guarantee future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, 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.
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 800.752.8700 or visit nuveen.com.
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