Nuveen Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return2.113.819.66-1.3310.93
    Category Average1.693.647.96-1.289.91
    Assets for Each Yr*56.8260.4373.2172.4086.12
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.93 5.23 5.38

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $86,124 mil $3,000 31.94 68.06
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 11.38 1.21 Average
    International Stock 2.6 0.99 1.29 Average
    Municipal Bond 4.4 70.50 1.09 Above Avg
    Taxable Bond 3.5 7.31 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuveen Minnesota Int Christopher L. Drahn 25.60
    Nuveen Oregon Interm Michael S. Hamilton 22.10
    Nuveen High Yield Mu John V. Miller 18.70
    Nuveen Short Term Mu Christopher L. Drahn 16.90
    Nuveen CA Municipal Scott R. Romans 16.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuveen Santa Barbara David A. Chalupnik 0.30
    Nuveen Santa Barbara David A. Chalupnik 0.30
    Nuveen Santa Barbara David A. Chalupnik 0.30
    Nuveen Mid Cap Growt Gregory J. Ryan 0.50
    Nuveen High Income B Jean C. Lin 0.70