Thank you for your message. We will contact you shortly.
Nuveen Lifecycle Index Funds is one of the top performing series over the 3-, 5- and 10-year time periods.* We compared the Nuveen Lifecycle Index Funds to the top three target date funds in the same category and found ours are among the best performing passive mutual fund series over the 3, 5, and 10 year periods.
*Comparison of share classes shown would apply for retirement plans with assets in target date funds of less than $100M. Fund selection for comparison considered minimum investment and performance history. Not all competitors have comparable vintages, but only funds offered by Nuveen and the competitors are shown.
Chart reflects rankings for target date funds over the 10/5/3 yr period based on information available from Morningstar for the target–date fund category as of 31 Dec. Nuveen Lifecycle Index funds are compared to the top three providers of passive target date funds, determined by total assets under management.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.
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. A portfolio that tracks an index is subject to the risk that it may not fully track its index closely due to security selection and may underperform when factoring in fees, expenses, transaction costs, and the size and timing of shareholder purchases and redemptions. 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 and equity underlying funds risks, are described in detail in the Fund's prospectus.
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 800.257.8787.
Not registered yet? Register
