Fundsters interested in shareholder communication and education may want to take a look at Nuveen Investments' [see profile] new website. Today the Chicago-based mutual fund unveiled a new site, called Income to the nth Degree that is focused on investor education.
"Investors are deeply concerned about identifying sources of long-term income for their portfolios, and this search has been made all the more challenging by continued market volatility and the specter of inflation and rising interest rates," stated Tony Rodriguez, co-head of global fixed income for Nuveen affiliate Nuveen Asset Management.
Nuveen boasted more than $210 billion in assets as of June 30.
Company Press Release
CHICAGO, Nov 10, 2011 -- Nuveen Investments, a leading global provider of investment services to institutions as well as high-net-worth and affluent investors, today announced its online Income Investing Resource Center, Incomea is now available to advisors and investors. This new site brings together the deep and distinct expertise of Nuveen Investments' portfolio management and product development teams to help address both the concerns and opportunities investors face as they search for income investments for their portfolios. The site is available at http://www.nuveen.com/Income/Default.aspx.
"Investors are deeply concerned about identifying sources of long-term income for their portfolios, and this search has been made all the more challenging by continued market volatility and the specter of inflation and rising interest rates," said Tony Rodriguez, Co-Head of Global Fixed income for Nuveen Investments affiliate, Nuveen Asset Management. "Because of the importance and lasting impact of this issue on a family's financial well being, several investment teams across Nuveen Investments, representing both equity and fixed income investing, have worked together to provide a comprehensive suite of material for investors and advisors to use in their investment planning conversations."
In looking for strategies that will help enhance, manage, diversify, and hedge a portfolio's income investments, the four key questions the site explores are:
-- Will my investments earn enough income?
-- What happens if interest rates go up?
-- Are there ways to address principal fluctuation?
-- How does inflation erode purchasing power?
Featured in the site's Literature section are several articles and research pieces that address various topics:
-- "Access the Power of Dividend Paying Stocks"
-- "Dividend Growth Investing"
-- "Generating Income in an Uncertain Environment"
-- "Strategies to Help You through Changing Interest Rates"
-- "A 'New' Corporate Credit Market"
-- "Investing in America"
-- "Market Conditions Could Make High Yield Municipals an Attractive Choice"
In addition to the printed material available on the site, there is a video library that provides perspectives on income investing and market issues as well as various equity and fixed income investing strategies. Currently, videos in the series include:
-- "Generating Income Today Across the Capital Markets"
-- "Economic Outlook for Fixed Income Investing"
-- "Broaden Your Fixed Income Perspective"
-- "Diversifying Your Income Portfolio with Income-Oriented Solutions"
-- "Individual Portfolio Manager Fund Perspectives"
"Many serious conversations are taking place as to where to position one's income portfolio for the new year and beyond, but there are also opportunities that are presenting themselves amidst the uncertainty in the market," adds Rodriquez. "Investors should be prepared with direct questions to ask their advisors, to help them make informed decisions about addressing their investment income needs, and how to take advantage of those opportunities. We encourage those visiting the resource center to take advantage of the material and videos found on the site."
It is important for investors to be aware of the potential risks involved with income securities, including loss of principal. Income-oriented investments are subject to risks including, but not limited to, market risk, interest rate risk and credit risk. Income is one component of performance and should not be the only consideration for investment.
Nuveen's Recognized Family of Mutual Funds
Nuveen Investments' family of mutual funds offers a variety of institutional-caliber investment strategies managed by its high-quality boutique affiliates. Each mutual fund is designed to contribute to a well-constructed diversified portfolio. With more than $45 billion in over 100 mutual funds as of June 30, 2011, Nuveen Investments offers a broad range of fixed income, growth, value and global equity portfolios spanning a variety of objectives and investment styles. These funds draw upon the distinct investment strengths of Nuveen's affiliate asset managers including:
-- NWQ Investment Management--Value Equities
-- Nuveen Asset Management--Taxable and Municipal Fixed Income Strategies as well as Equity and Specialty Strategies
-- Santa Barbara Asset Management--Growth Equities
-- Symphony Asset Management--Risk-Managed Equity and Credit Strategies
-- Tradewinds Global Investors--Global Equities
-- Winslow Capital Management--Large Cap Growth Equities
Earlier this year, Nuveen Funds were the recipient of 14 U.S. Lipper Fund Awards which adds to the recognition for Nuveen mutual funds' strong performance through the recent challenging market cycles. In addition to the individual Lipper awards, Nuveen mutual funds were ranked the second best mutual fund family (out of 57 leading mutual fund families) by Barron's 2011 annual survey based on performance data for the one-year period ending December 31, 2010.* Further, Nuveen was listed fourth among 681 mutual fund families by Morningstar based on the number of funds with a 5-star overall Morningstar rating as of September 30, 2011. It is important to note that past performance is no guarantee of future results.
Nuveen funds are distributed by Nuveen Securities, LLC. To learn more about Nuveen's family of mutual funds, visit http://www.nuveen.com/MutualFunds/Default.aspx .
* Lipper: In calculating the awards, Lipper considered all open-end funds registered for sale in the United States in qualifying classifications with at least 36 months of performance history as of the end of the calendar year. Awards were given to funds with a 3-, 5- and 10-year history as of the end of the evaluation year in equity, bond and mixed-asset Lipper U.S. Classifications with at least ten distinct portfolios. Both group and fund awards were calculated using Lipper's Consistent Return score. A more detailed Fund Awards Methodology can be found at excellence.thomsonreuters.com/Lipper.
* Barron's: Nuveen mutual funds were ranked the second best mutual fund family (out of 57 leading mutual fund families) in Barron's 2011 annual survey based on performance data for the one-year period ending December 31, 2010. Nuveen also ranked #10 among 53 mutual fund families and #24 among 46 mutual fund families for the five-year and ten-year periods ending December 31, 2010, respectively. Barron's is published by Dow Jones and Company.
To qualify for the Barron's/Lipper Fund Survey, a fund group must have at least three funds in Lipper's general U.S. Stock category as well as one in world equity, which combines global and international funds and one mixed equity fund, which holds stock and bonds; two taxable bond funds, and one tax-exempt offering. Fund returns include reinvested dividends and capital gains and do not reflect sales charges.
Investors should consider the investment objectives and policies, risk considerations, charges and expenses of the fund carefully before investing. For a prospectus which contains this and other information relevant to an investment in the fund, please contact your securities representative or Nuveen Securities, LLC, 333 W. Wacker Drive, Chicago, IL 60606. Investors should read the prospectus carefully before they invest or send money.
About Nuveen Investments
Nuveen Investments provides high quality investment services designed to help secure the long-term goals of institutions, high net worth and affluent investors as well as the consultants and financial advisors who serve them. Nuveen Investments markets a wide range of specialized investment solutions which provide investors access to capabilities of its high-quality boutique investment affiliates - NWQ, Nuveen Asset Management, Santa Barbara, Symphony, Tradewinds and Winslow Capital. In total, Nuveen Investments had more than $210 billion of assets under management as of June 30, 2011. For more information, please visit the Nuveen Investments website at www.nuveen.com .
Methodology used for Barron's ranking: Only funds with at least one year of performance were included. Returns were calculated minus the effects of sales charges and 12b-1 fees. Lipper measured each fund's return against all funds in its Lipper category. Rankings were asset weighted, so larger funds had a greater impact on a fund family's overall ranking, and then weighted by category, with each category assigned a percentage: general U.S. equity, 40.52%; world equity, 14.32%; mixed equity, 16.46%; taxable bond, 24.52%; tax-exempt bond, 4.18%. That leads to a percentile ranking (100 being the highest; 1 lowest). Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The fund shop with the highest score wins, both for every category and overall. The same process is repeated for the five- and 10-year rankings.
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