- NWQ Investment Management—Value Equities
- Nuveen Asset Management—Fixed Income, 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—Large Cap Growth Equities
- Nuveen HydePark--Quantitative Investment Strategies
There are risks inherent in any investment including the possible loss of principal. An investment in any mutual fund should be made with an understanding of the risks involved which may include, but are not limited to market risk, interest rate risk, and credit risk. To learn more about Nuveen Investments’ family of mutual funds, visit http://www.nuveen.com/MutualFunds. Funds distributed by Nuveen Investments, LLC.Investors should consider the investment objectives and policies, risk considerations, charges and expenses of a 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 Investments, LLC, 333 W. Wacker Drive, Chicago, IL 60606. Investors should read the prospectus carefully before they invest. 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, Winslow Capital and Nuveen HydePark. In total, Nuveen Investments managed $197 billion as of December 31, 2010.* For more information, please visit the Nuveen Investments website at www.nuveen.com. * Includes assets under management acquired from FAF Advisors, Inc. after the close of business on December 31, 2010. These assets are now managed by Nuveen Asset Management LLC, which is the successor firm to the portfolio management business of Nuveen Asset Management, Inc. and the long-term asset management business of FAF Advisors, Inc. following an internal reorganization and Nuveen Investment, Inc.’s acquisition of the long-term asset management business of FAF Advisors, Inc. from U.S. Bank National Association effective December 31, 2010.
Methodology used for 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.