Atlantic Financial Inc. Wealth Management and investing Home Page About Atlantic Financial, company information and history Contact Atlantic Financial Global Investing, the changing global economy Investment and Financial Services
Atlantic Financial Global economy
atlantic financial wealth management services

Search Our Site:

Information for a changing world
For economic, globalization and wealth management news visit The Fenton Report.

Fenton Report Global News Blog......

IRA / 401k Rollovers
If you have an IRA or 401k at a bank, broker, financial consultant or former employer, we can help.

IRA and 401k Rollovers......

Wealth Management

Atlantic Financial Home Page

About Atlantic Financial Inc. 
History and Information
Current Clients | History | Careers | News

Financial Services
What we do
 Money Management | Economic Consulting & Strategic Services |  Bonds | College Planning | Financial Planning

Global Investing Services 
 International Investments | Emerging Markets Investing

Investing information 

Site Map 

Contact Us

Open an Account
IRA Rollover - New Account Application | Account Transfers

Individual Investments

Financial Education 
 Roth IRA | Managed Accounts | Retirement Savings Plans | Investment Management Firms

Wealth Management
 Investment Strategy
Investing

Mutual Funds
Mutual Fund Center | Goldman Sachs Mutual Funds | Fidelity Investments | Broker of Record | Mutual Fund Wrap Accounts

Retirement Planning
 IRA - Individual Retirement Account (IRA) | Rollover - IRA and 401k

Site Map

Corporate Services

Corporate Investors 
 401k ERISA | Investment Management Information  401k Plans: Corporate and Individual 
 401k Plan Fiduciary Responsibilities | 401k Plans

Thank you for visiting

 

 

Please also visit
Recommended Websites
image
image

Nuveen Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Nuveen Funds NUVEEN ALL AMERICAN MUNI BOND CLASS I 67065Q855 FAARX Mutual Fund   Municipal Bond - National  $           1000000  $             -  $           1000000 0.59 0 None No Yes 0 Y
Nuveen Funds NUVEEN AZ MUNICIPAL BOND CL A 67065L104 FAZTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.91 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN AZ MUNICIPAL BOND CL C 67065L302 FAZCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.45 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN AZ MUNICIPAL BOND CL I 67065L401 NMARX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000 0.71 0 None No Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA HIGH YIELD MUNI BD I 67065N555 NCHRX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.68 0 None No Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA HIGH YIELD MUNI CL C 67065N563 NCHCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.43 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA HIGH YLD MUNI BD A 67065N589 NCHAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.87 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA INSURED MUNI BD CL A 67065N506 NCAIX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.85 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA INSURED MUNI BD CL C 67065N704 NCAKX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.4 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA INSURED MUNI BD CL I 67065N803 NCIBX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.65 0 None No Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA MUNICIPAL BOND CL A 67065N100 NCAAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.83 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA MUNICIPAL BOND CL C 67065N308 NCACX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.39 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN CALIFORNIA MUNICIPAL BOND CL I 67065N407 NCSPX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.64 0 None No Yes 0 Y
Nuveen Funds NUVEEN CO MUNICIPAL BOND CL A 67065L609 FCOTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.94 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN CO MUNICIPAL BOND CL C 67065L807 FCOCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.49 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN COLORADO MUNI CLASS I 67065L880 FCORX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.73 0 None No Yes 0 Y
Nuveen Funds NUVEEN CONNECTICUT MUNICIPAL BOND CL A 67065N886 FCTTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.82 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN CONNECTICUT MUNICIPAL BOND CL C 67065N860 FCTCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.37 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN CONSERVATIVE ALLOCATION CL A 67064Y883 NBMSX Mutual Fund   Balanced  $           3000  $             50  $           1000 0.63 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN CONSERVATIVE ALLOCATION CL C 67064Y867 NBMCX Mutual Fund   Balanced  $           3000  $             50  $           1000 1.38 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN ENHANCED CORE EQUITY CL A 67064Y537 NEEAX Mutual Fund   Growth  $           3000  $             50  $           3000 0.75 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN ENHANCED MID CAP FUND CLASS A 67064Y487 NDPAX Mutual Fund   Growth  $           3000  $             50  $           3000 0.76 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN FL PREFERRED MUNI BOND FD CL A 67065L708 FLOTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.83 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN FL PREFERRED MUNI BOND FD CL C 67065L641 FLCTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.38 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN FL PREFERRED MUNI BOND FD CL I 67065L872 NMFLX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.63 0 None No Yes 0 Y
Nuveen Funds NUVEEN FLAGSHIP ALL AMERN MUNI BOND CL A 67065Q889 FLAAX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 0.79 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN FLAGSHIP ALL AMERN MUNI BOND CL C 67065Q863 FAACX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 1.34 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN FLAGSHIP HIGH YIELD MUNI BOND CL C 67065Q764 NHMCX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 1.42 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN FLAGSHIP INSURED MUNI BD CL A 67065Q509 NMBIX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 0.78 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN FLAGSHIP INSURED MUNI BD CL C 67065Q707 NMBKX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 1.33 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN FLAGSHIP LTD TERM MUNI BOND CL A 67065Q848 FLTDX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 0.71 0.2 2.50 Yes Yes 0 Y
Nuveen Funds NUVEEN FLAGSHIP LTD TERM MUNI BOND CL C 67065Q830 FLTCX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 1.06 0.55 1.00 No Yes 0 Y
Nuveen Funds NUVEEN GA MUNI BOND CLASS I 67065P808 FGARX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.62 0 None No Yes 0 Y
Nuveen Funds NUVEEN GA MUNICIPAL BOND CL A 67065P501 FGATX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.86 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN GA MUNICIPAL BOND CL C 67065P709 FGACX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.41 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN GROWTH ALLOCATION CLASS A 67064Y719 NGOAX Mutual Fund   Growth  $           3000  $             50  $           1000 0.79 0.25 5.75 Yes Yes 30 Y
Nuveen Funds NUVEEN GROWTH ALLOCATION CLASS C 67064Y685 NGVCX Mutual Fund   Growth  $           3000  $             50  $           1000 1.53 1 1.00 No Yes 30 Y
Nuveen Funds NUVEEN HIGH YIELD BD FD CL A 67066D887 NHYAX Mutual Fund   Corporate Bond - High Yield  $           3000  $             50  $           1000 0.83 0.25 4.75 Yes Yes 0 Y
Nuveen Funds NUVEEN HIGH YIELD BOND CL I 67066D853 NHYRX Mutual Fund   Corporate Bond - High Yield  $           1000000  $             -  $           1000000 0.59 0 None No Yes 0 Y
Nuveen Funds NUVEEN HIGH YIELD BOND FD CL C 67066D861 NHYCX Mutual Fund   Corporate Bond - High Yield  $           3000  $             50  $           1000 1.58 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN HIGH YIELD MUNI CLASS A 67065Q749 NHMAX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 0.87 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN HIGH YIELD MUNICIPAL CLASS I 67065Q772 NHMRX Mutual Fund   Municipal Bond - National  $           1000000  $             -  $           1000000 0.67 0 None No Yes 0 Y
Nuveen Funds NUVEEN INSURED MUNI BOND FD CL I 67065Q806 NITNX Mutual Fund   Municipal Bond - National  $           1000000  $             -  $           1000000 0.58 0 None No Yes 0 Y
Nuveen Funds NUVEEN INTERMEDIATE DURATION MUNI BD C 67065Q301 NNSCX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 1.31 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN INTERMEDIATE DURATION MUNI BOND A 67065Q202 NMBAX Mutual Fund   Municipal Bond - National  $           3000  $             50  $           3000 0.76 0.2 3.00 Yes Yes 0 Y
Nuveen Funds NUVEEN INTERMEDIATE DURATION MUNI BOND I 67065Q400 NUVBX Mutual Fund   Municipal Bond - National  $           1000000  $             -  $           1000000 0.55 0 None No Yes 0 Y
Nuveen Funds NUVEEN KANSAS MUNI BOND FUND CL I 67065R408 FRKSX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.64 0 None No Yes 0 Y
Nuveen Funds NUVEEN KS MUNICIPAL BOND CL A 67065R101 FKSTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.84 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN KS MUNICIPAL BOND CL C 67065R309 FCKSX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.39 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN KY MUNICIPAL BOND CL A 67065R507 FKYTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.82 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN KY MUNICIPAL BOND CL C 67065R705 FKYCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.37 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN LA MUNICIPAL BOND CL A 67065P881 FTLAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.94 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN LA MUNICIPAL BOND CL C 67065P865 FTLCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.49 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN LTD TERM MUNI BOND FUND CL I 67065Q822 FLTRX Mutual Fund   Municipal Bond - National  $           1000000  $             -  $           1000000 0.51 0 None No Yes 0 Y
Nuveen Funds NUVEEN MASSACHUSETTS INSURED MUNI BD CL A 67065N795 NMAIX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.87 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN MASSACHUSETTS INSURED MUNI BD CL C 67065N779 NMAKX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.42 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MASSACHUSETTS INSURED MUNI BD CL I 67065N761 NIMAX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.67 0 None No Yes 0 Y
Nuveen Funds NUVEEN MASSACHUSETTS MUNICIPAL BOND CL A 67065N845 NMAAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.9 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN MASSACHUSETTS MUNICIPAL BOND CL C 67065N829 NMACX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.46 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MASSACHUSETTS MUNICIPAL CLASS I 67065N811 NBMAX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.71 0 None No Yes 0 Y
Nuveen Funds NUVEEN MD MUNICIPAL BOND CL A 67065L831 NMDAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.85 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN MD MUNICIPAL BOND CL C 67065L815 NMDCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.4 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MD MUNICIPAL BOND CL I 67065L799 NMMDX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.65 0 None No Yes 0 Y
Nuveen Funds NUVEEN MI MUNICIPAL BOND CL A 67065R853 FMITX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.86 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN MI MUNICIPAL BOND CL C 67065R838 FLMCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.41 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MI MUNICIPAL BOND CL I 67065R820 NMMIX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.66 0 None No Yes 0 Y
Nuveen Funds NUVEEN MISSOURI MUNICIPAL BOND CL I 67065R770 FMMRX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.66 0 None No Yes 0 Y
Nuveen Funds NUVEEN MO MUNICIPAL BOND CL A 67065R812 FMOTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.86 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN MO MUNICIPAL BOND CL C 67065R788 FMOCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.41 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MODERATE ALLOCATION CLASS A 67064Y107 NNSAX Mutual Fund   Balanced  $           3000  $             50  $           1000 0.62 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN MODERATE ALLOCATION CLASS C 67064Y305 NUVCX Mutual Fund   Balanced  $           3000  $             50  $           1000 1.37 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MODERATE ALLOCATION CLASS I 67064Y404 NNSRX Mutual Fund   Balanced  $           1000000  $             -  $           1000000 0.36 0 None No Yes 0 Y
Nuveen Funds NUVEEN MULTI MANAGER LARGE CAP A 67064Y503 NNGAX Mutual Fund   Growth and Income  $           3000  $             50  $           1000 1.14 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN MULTI MANAGER LARGE CAP C 67064Y701 NNGCX Mutual Fund   Growth and Income  $           3000  $             50  $           1000 1.89 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MULTI MANAGER LARGE CAP I 67064Y800 NNGRX Mutual Fund   Growth and Income  $           1000000  $             -  $           1000000 1.45 0 None No Yes 0 Y
Nuveen Funds NUVEEN MULTI STRATEGY INC CL C 67066D705 NCBCX Mutual Fund   Corporate Bond - General  $           3000  $             50  $           3000 1.48 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN MULTI-STRAT INCOME FD CL A 67066D507 NCBAX Mutual Fund   Corporate Bond - General  $           3000  $             50  $           1000 0.73 0.25 3.75 Yes Yes 0 Y
Nuveen Funds NUVEEN NC MUNICIPAL BOND CL A 67065P840 FLNCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.87 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN NC MUNICIPAL BOND CL C 67065P824 FCNCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.36 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NC MUNICIPAL BOND CLASS I 67065P816 FCNRX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.67 0 None No Yes 0 Y
Nuveen Funds NUVEEN NEW JERSEY MUNICIPAL BOND CL A 67065N753 NNJAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.83 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN NEW JERSEY MUNICIPAL BOND CL C 67065N738 NNJCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.38 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NEW JERSEY MUNICIPAL BOND CL I 67065N720 NMNJX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.63 0 None No Yes 0 Y
Nuveen Funds NUVEEN NEW MEXICO MUNI BOND FD CL I 67065L757 FNMRX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.7 0 None No Yes 0 Y
Nuveen Funds NUVEEN NEW YORK INSURED MUNI BD CL A 67065N639 NNYIX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.83 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN NEW YORK INSURED MUNI BD CL C 67065N613 NNYKX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.38 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NEW YORK INSURED MUNI BD CL I 67065N597 NINYX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.63 0 None No Yes 0 Y
Nuveen Funds NUVEEN NEW YORK MUNICIPAL BOND CL A 67065N670 NNYAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.83 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN NEW YORK MUNICIPAL BOND CL C 67065N654 NNYCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.38 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NEW YORK MUNICIPAL BOND CL I 67065N647 NTNYX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.63 0 None No Yes 0 Y
Nuveen Funds NUVEEN NM MUNICIPAL BOND CL A 67065L781 FNMTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.89 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN NM MUNICIPAL BOND CL C 67065L765 FNMCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.44 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NWQ LARGE CAP VALUE FD CL C 67064Y594 NQCCX Mutual Fund   Growth  $           3000  $             50  $           1000 2.1 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NWQ LARGE CAP VALUE FD CL I 67064Y586 NQCRX Mutual Fund   Growth  $           1000000  $             -  $           1000000 1.1 0 None No Yes 0 Y
Nuveen Funds NUVEEN NWQ LARGE-CAP VALUE FUND CLASS A 67064Y628 NQCAX Mutual Fund   Growth  $           3000  $             50  $           1000 1.35 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN NWQ MULTI CAP VALUE CLASS A 67064Y792 NQVAX Mutual Fund   Growth  $           3000  $             50  $           1000 1.5 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN NWQ MULTI CAP VALUE CLASS I 67064Y768 NQVRX Mutual Fund   Growth  $           1000000  $             -  $           1000000 1.81 0 None No Yes 0 Y
Nuveen Funds NUVEEN NWQ MULTI CAP VALUE FUND CLASS C 67064Y776 NQVCX Mutual Fund   Growth  $           3000  $             50  $           1000 2.27 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NWQ SMALL CAP VALUE CL I 67064Y727 NSCRX Mutual Fund   Growth  $           1000000  $             -  $           1000000 1.24 0 None No Yes 0 Y
Nuveen Funds NUVEEN NWQ SMALL CAP VALUE FD CL C 67064Y735 NSCCX Mutual Fund   Growth  $           3000  $             50  $           1000 2.23 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN NWQ SMALL CAP VALUE FD CLASS A 67064Y750 NSCAX Mutual Fund   Growth  $           3000  $             50  $           1000 1.46 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN NWQ SMALL MID CAP VAL FD CL A 67064Y578 NSMAX Mutual Fund   Growth  $           3000  $             50  $           1000 1.45 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN NWQ SMALL/MID CAP VALUE FD CL I 67064Y545 NSMRX Mutual Fund   Growth  $           1000000  $             -  $           1000000 1.2 0 None No Yes 0 Y
Nuveen Funds NUVEEN OH MUNICIPAL BOND CL A 67065R762 FOHTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.83 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN OH MUNICIPAL BOND CL C 67065R747 FOHCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.38 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN OH MUNICIPAL BOND CL I 67065R739 NXOHX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.63 0 None No Yes 0 Y
Nuveen Funds NUVEEN PA MUNICIPAL BOND CL A 67065L740 FPNTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.83 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN PA MUNICIPAL BOND CL C 67065L724 FPMBX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.38 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN PA MUNICIPAL BOND CL I 67065L716 NBPAX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.63 0 None No Yes 0 Y
Nuveen Funds NUVEEN PREFERRED SECURITIES CL C 670700301 NPSCX Mutual Fund   Growth and Income  $           3000  $             50  $           1000 1.69 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN PREFERRED SECURITIES FUND CL A 670700103 NPSAX Mutual Fund   Growth and Income  $           3000  $             50  $           1000 0.94 0.25 4.75 Yes Yes 0 Y
Nuveen Funds NUVEEN PREFERRED SECURITIES FUND CL I 670700400 NPSRX Mutual Fund   Growth and Income  $           1000000  $             -  $           1000000 0.69 0 None No Yes 0 Y
Nuveen Funds NUVEEN SANTA BARBARA DIV GROWTH FD CL I 67065W639 NSBRX Mutual Fund   Growth and Income  $           1000000  $             -  $           1000000 1.05 0 None No Yes 0 Y
Nuveen Funds NUVEEN SANTA BARBARA DIVIDEND GRWTH CL A 67065W662 NSBAX Mutual Fund   Growth and Income  $           3000  $             50  $           1000 1.29 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN SANTA BARBARA DIVIDEND GRWTH CL C 67065W647 NSBCX Mutual Fund   Growth and Income  $           3000  $             50  $           1000 2.02 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN SANTA BARBARA GROWTH FD CL A 67065W753 NSAGX Mutual Fund   Growth  $           3000  $             50  $           1000 1.4 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN SANTA BARBARA GROWTH FD CL C 67065W738 NSRCX Mutual Fund   Growth  $           3000  $             50  $           1000 2.15 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN SANTA BARBARA GROWTH FD CL I 67065W720 NSRGX Mutual Fund   Growth  $           1000000  $             -  $           1000000 1.14 0 None No Yes 0 Y
Nuveen Funds NUVEEN SHORT DURATION BD FD CL C 67066D820 NSCDX Mutual Fund   Corporate Bond - General  $           3000  $             50  $           1000 1.38 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN SHORT DURATION BOND FD I 67066D812 NSDRX Mutual Fund   Corporate Bond - General  $           1000000  $             -  $           1000000 0.37 0 None No Yes 0 Y
Nuveen Funds NUVEEN SHORT DURATN BOND FD CL A 67066D846 NSDAX Mutual Fund   Corporate Bond - General  $           3000  $             50  $           1000 0.62 0.25 2.00 Yes Yes 0 Y
Nuveen Funds NUVEEN SYMPHONY INTL EQUITY CLASS A 67065W266 NSIAX Mutual Fund   Foreign Stock  $           3000  $             50  $           3000 1.35 0.25 5.75 Yes Yes 30 Y
Nuveen Funds NUVEEN SYMPHONY LG C AP VALUE FD CL A 67065W480 NSLAX Mutual Fund   Growth  $           3000  $             50  $           3000 1.28 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN SYMPHONY MID CAP CORE CL A 67065W571 NCCAX Mutual Fund   Growth  $           3000  $             50  $           3000 1.37 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN SYMPHONY OPTIMIZED ALPHA A 67065W118 NOPAX Mutual Fund   Growth  $           3000  $             50  $           3000 1.43 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN SYMPHONY OPTIMIZED ALPHA CL I 67065W142 NOPRX Mutual Fund   Growth  $           1000000  $             50  $           1000 1.18 0 None No Yes 0 Y
Nuveen Funds NUVEEN SYMPHONY SMALL MID CAP CORE A 67065W530 NSSAX Mutual Fund   Growth  $           3000  $             50  $           3000 1.46 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN TENNESSEE MUNI BOND CL I 67065P725 FTNRX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.62 0 None No Yes 0 Y
Nuveen Funds NUVEEN TN MUNICIPAL BOND CL A 67065P758 FTNTX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.82 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN TN MUNICIPAL BOND CL C 67065P733 FTNCX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.37 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN TRADEWINDS GL OBAL RESOURCES CL A 67065W399 NTGAX Mutual Fund   Specialty - Natural Resources  $           3000  $             50  $           3000 1.36 0.25 5.75 Yes Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS GLOBAL ALL CAP CL A 67065W795 NWGAX Mutual Fund   World Stock  $           3000  $             50  $           1000 1.29 0.25 5.75 Yes Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS GLOBAL ALL CAP CL C 67065W779 NWGCX Mutual Fund   World Stock  $           3000  $             50  $           1000 2.04 1 1.00 No Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS GLOBAL ALLCAP CL I 67065W761 NWGRX Mutual Fund   World Stock  $           1000000  $             -  $           1000000 1.08 0 None No Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS GLOBAL RESOURCES C 67065W373 NTGCX Mutual Fund   Specialty - Natural Resources  $           3000  $             50  $           1000 2.11 1 1.00 No Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS INTL VALUE CL A 67065W506 NAIGX Mutual Fund   Foreign Stock  $           3000  $             50  $           1000 1.68 0.25 5.75 Yes Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS INTL VALUE CL C 67065W704 NCIGX Mutual Fund   Foreign Stock  $           3000  $             50  $           1000 2.42 1 1.00 No Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS INTL VALUE CL I 67065W803 NGRRX Mutual Fund   Foreign Stock  $           1000000  $             -  $           1000000 1.43 0 None No Yes 30 Y
Nuveen Funds NUVEEN TRADEWINDS VALUE OPP CL C 67064Y644 NVOCX Mutual Fund   Growth  $           3000  $             50  $           1000 2.22 1 1.00 No Yes 0 Y
Nuveen Funds NUVEEN TRADEWINDS VALUE OPP FD A 67064Y669 NVOAX Mutual Fund   Growth  $           3000  $             50  $           1000 1.48 0.25 5.75 Yes Yes 0 Y
Nuveen Funds NUVEEN TRADEWINDS VALUE OPP FD CL I 67064Y636 NVORX Mutual Fund   Growth  $           1000000  $             -  $           1000000 1.23 0 None No Yes 0 Y
Nuveen Funds NUVEEN VA MUNICIPAL BOND CL A 67065L690 FVATX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.85 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN VA MUNICIPAL BOND CL C 67065L674 FVACX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.41 0.75 1.00 No Yes 0 Y
Nuveen Funds NUVEEN VA MUNICIPAL BOND CL I 67065L666 NMVAX Mutual Fund   Municipal Bond - Single State  $           1000000  $             -  $           1000000 0.65 0 None No Yes 0 Y
Nuveen Funds NUVEEN WI MUNICIPAL BOND CL A 67065R721 FWIAX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 0.87 0.2 4.20 Yes Yes 0 Y
Nuveen Funds NUVEEN WI MUNICIPAL BOND CL C 67065R697 FWICX Mutual Fund   Municipal Bond - Single State  $           3000  $             50  $           3000 1.42 0.75 1.00 No Yes 0 Y



 








image


 image
image

disclaimeratlantic financial licence