PEER GROUP ANALYSIS
This chart compares NUW to the highest rated funds in its peer group of Municipal - National funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.
TOP RATED FUNDS : Municipal - National
|Eaton Vance Municipal Inc 2028 Term||ETX||2.69||5.70||0.00||1.46||1|
|PowerShares Natl AMT-Free Muni Bond||PZA||1.13||3.81||3.29||0.28||2|
|SPDR Nuveen Barclays Muni Bond ETF||TFI||0.62||2.60||2.54||0.23||3|
|Invesco Value Municipal Income Tr||IIM||-0.76||11.04||4.50||0.91||4|
|Special Opportunities Fund||SPE||-7.61||-8.06||10.92||1.40||5|
|PowerShares NY AMT-Free Muni Bond||PZT||0.92||3.79||2.92||0.26||6|
|SPDR Nuveen Barclays CA Muni Bd ETF||CXA||1.20||2.55||2.99||0.20||7|
|SPDR Nuveen Barclays NY Muni Bd ETF||INY||-0.81||2.53||2.54||0.20||8|
|Columbia Intermediate Muni Bd ETF||GMMB||1.27||1.77||2.08||0.45||9|
|Nuveen AMT-Free Municipal Value||NUW||-2.08||4.84||1.92||0.75||73|
|The above table compares the total return performance and expense ratio of Nuveen AMT-Free Municipal Value to the top rated funds within the Municipal - National peer group. Nuveen AMT-Free Municipal Value ranks number 73 out of 116 Municipal - National closed-end and exchange-traded funds that we rate.|
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