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Key distinctions
  • Strategic allocation to global equities and fixed income that diversifies across countries, regions, market caps and investment styles to seek outperformance and manage risk
  • Responsible investments that have delivered both competitive returns and positive social and environmental outcomes from an experienced industry leader
  • Actively managed portfolio allocations to ETFs within targeted risk profiles to help achieve investor objectives and manage risk in dynamic markets

Seeking growth with positive impact

These model growth portfolios offer a broad range of diversified allocations with potential for attractive long-term total return and exposure to responsible investments.

Highlights
  • After an unprecedented first half of 2022, the ESG Growth portfolios were rebalanced to bring exposures in line with their benchmarks. This resulted in small increases in U.S. large-cap value and emerging markets equity. On top of the rebalance, the portfolio management team implemented a tactical shift, further adding to U.S. large-cap value while reducing U.S. large-cap growth. Value-oriented equities should continue to benefit from the inflationary environment and still enjoy a favorable valuation entry point relative to growth despite outperforming over the last year.
  • As the economic picture evolves, the runway for the Federal Reserve’s soft landing is shrinking. Although a mild recession is not our base case, it isn’t completely out of the question. The Federal Reserve is limited in its ability to fight inflation, as external factors like the Russia/Ukraine war and fiscal policy are beyond their control. On a positive note, actual consumer spending remains strong in spite of record-low sentiment readings while unemployment remains historically low.
  • U.S. high yield spreads widened over the quarter, and now even BB-rated bonds (the highest quality component of high yield) offer 7% yields. In addition to higher yields, the asset class offers lower duration relative to core bonds.
  • International equities continue to look attractive from a valuation and income perspective. Balancing the appeal of international equities with the current geopolitical situation, the team has opted to maintain current levels in the asset class.
  • As of 28 Jun 2022, the ESG Moderate Growth portfolio represented an 18% improvement in MSCI ESG Quality Score and a 42% improvement in MSCI ESG Carbon Intensity score over its Morningstar peers.

Target allocations

LOWER
HIGHER
POTENTIAL VOLATILITY AND RETURN

Performance

Average annual total returns

Performance data shown represents past performance and does not predict or guarantee future results. Performance shown is based on a representative account. Nuveen model portfolios are intended to illustrate how combinations of Nuveen affiliated products could be used to achieve the stated investment objectives. The value of the portfolio will fluctuate based on the value of the underlying securities. Daily returns are calculated net of underlying Fund expenses. Total returns for a period of less than one year are cumulative. Results are inherently limited and do not represent actual results and may not account for the impact of the general market.

Current expense ratios

Expense ratios are represented by the weighted average expense ratio of the blended model portfolio and are based on the Funds’ most recent fiscal year end. Please see the underlying fund prospectuses for details.

Characteristics

  • MSCI ESG Quality and Carbon Intensity Scores
  • Asset allocation

MSCI ESG Quality and Carbon Intensity Scores

Higher ESG Score indicates stronger ESG practices and ability to manage material ESG issues relative to industry peers.

Lower Carbon Intensity Score indicates a more favorable (lower) level of CO2 emissions per $MM sales.

MSCI ESG Quality Score ("Quality Score") measures the ability of underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors. The Quality Score is calculated as the weighted average of the underlying holdings' ESG Scores. The Quality Score is provided on a 0-10 score, with 0 and 10 being the respective lowest and highest possible fund scores. MSCI rates underlying holdings according to their exposure to 37 industry specific ESG risks and their ability to manage those risks relative to peers. Carbon Intensity Score is measured in tons CO2/$M sales. Since companies with higher carbon intensity are likely to face more exposure to carbon related market and regulatory risks, this metric indicates a fund’s exposure to potential climate change-related risks relative to other funds or a benchmark. To be included in MSCI Fund Metrics, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research, the fund’s holdings date must be less than one year old, and the fund must have at least ten securities.
Data sources: MSCI, Morningstar

Asset allocation

Literature

Related content
Socially responsible investing
By embedding ESG factors into investment research, due diligence, portfolio construction and ongoing monitoring, we seek to improve clients’ long-term performance and reduce risk.
What you need to know about ESG ETFs
Jordan Farris of Nuveen explains how ESG investing has evolved over the years, debunks common misconceptions about this approach, and highlights some key distinctions and benefits of Nuveen’s ESG ETFs.
The Nuveen ESG growth models are designed to help financial professionals allocate to meet sustainable and responsible investment standards, aligned with general levels of investor risk tolerance.
Important information on risk

Model portfolios

Nuveen model portfolios (“models”) are intended to illustrate how combinations of Nuveen affiliated products could be used to achieve the stated investment objectives. Results are inherently limited and do not represent actual results and may not account for the impact of the general market. Models are not automatically rebalanced; allocations may not achieve model objectives and are not guaranteed. Both the actual underlying Funds and model allocations may vary. Allocations are reviewed periodically and may change based on Nuveen's strategic and tactical views. There are no management or other fees at the model level; however fees apply for the underlying Funds as outlined in each Fund’s prospectus. The models’ risks are directly related to those of the underlying Funds, as described below. Allocations may not match a client’s actual experience from an account managed in accordance with the model portfolio allocation.

Important information on risk

Investing involves risk; principal loss is possible. Risks apply to those underlying Funds in the allocation of the models and there is no guarantee the Funds’ investment objectives will be achieved. ETFs seek to generally track the investment results of an index; however the ETF may underperform, outperform or be more volatile than the referenced index. In addition, because the Index selects securities for inclusion based on environmental, social, and governance (ESG) criteria, the Fund may forgo some market opportunities available to funds that don’t use these criteria. Other risks considerations include credit, interest rate, equity securities, growth stocks, large-capitalization stocks, value stocks, smaller companies, non-U.S. investments, emerging markets, and concentration in a single industry sector or country. Not all risks apply to all Funds. These and other risks are described in the prospectus of each Fund. Asset allocation (or diversification) does not assure a profit or protect against loss.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

Portfolio allocations will be principally to funds managed by affiliates and to affiliated sub-advisers, which may present a conflict of interest.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

FRM® (Financial Risk Manager) is a trademark owned by the Global Association of Risk Professionals.

About the benchmarks

Model portfolio performance is evaluated in relation to a series of benchmarks that consist of appropriate weights of market indexes representing equity and fixed income market sectors. Each benchmark is created by applying the performance of the four indexes in proportion to each model portfolio’s strategic allocations to those market sectors. The benchmarks are reset to their strategic weight allocations at the end of each quarter, given this is the periodicity of the portfolio update process for the model portfolios. The benchmarks do not reflect any fees, brokerage commissions or other expenses but do reflect the reinvestment of dividends. The benchmark is unmanaged and does not reflect the payment of advisory fees and other expenses associated with investing in a mutual fund, commingled fund or separate account.
Conservative growth index blend is comprised of a weighting of 13% Russell 3000® Index, 7% MSCI ACWI ex-U.S. IMI Index and 80% Bloomberg U.S. Aggregate Bond Index.Moderate conservative growth index blend is comprised of a weighting of 26% Russell 3000® Index, 14% MSCI ACWI ex-U.S. IMI Index and 60% Bloomberg U.S. Aggregate Bond Index. Moderate growth index blend is comprised of a weighting of 39% Russell 3000® Index, 21% MSCI ACWI ex-U.S. IMI Index and 40% Bloomberg U.S. Aggregate Bond Index. Aggressive growth index blend is comprised of a weighting of 52% Russell 3000® Index, 28% MSCI ACWI ex-U.S. IMI Index and 20% Bloomberg U.S. Aggregate Bond Index. All equity growth index blend is comprised of a weighting of 65% Russell 3000® Index and 35% MSCI ACWI ex-U.S. IMI Index. It is not possible to invest directly in an index.

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.


Featuring portfolio management by Nuveen Asset Management, LLC, an affiliate of Nuveen, LLC.

Nuveen Securities, LLC, member FINRA and SIPC.

OCM-2267548PR-Q0622P

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