Nuveen has accomplished years of refinement, but a handful of areas keep it from landing among the industry’s best. It retains an Average Parent rating.
Nuveen
Nuveen Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
82.03 BilInvestment Flows (TTM)
−13.21 BilAsset Growth Rate (TTM)
−12.69%# of Share Classes
208
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 21 | |
| 58 | |
| 59 | |
| 42 | |
| 23 | |
| Not Rated | 5 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Nuveen WI Municipal Bond A | 2 | |
| Nuveen LA Municipal Bond A | 3 | |
| Nuveen High Yield Municipal Bond A | 10 | |
| Nuveen MO Municipal Bond A | 12 | |
| Nuveen Short Duration Hi Yld Muni Bd A | 14 |
Morningstar Mentions
The 2022 U.S. Sustainable Funds Landscape in 5 Charts
Sustainable flows sink. Vanguard jumps into first place. And despite a weak 2022, sustainable funds outperformed in the long term.
Are Municipal Bonds an Attractive Option for Income Investors?
With state and local government coffers flush, the fundamentals appear strong for munis.
Why Investors Should Brace for a Tough-Talking Fed This Week
Markets see rate cuts in 2023, but the Fed doesn’t.
Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.