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Balanced Allocation

This strategy is balanced between stock and bond funds. Over the long term, the Strategy’s asset mix is likely to average approximately 60% stock funds and 40% bond funds.

Portfolio At-a-Glance

Investment Vehicles
  • Institutional Separate Account
  • Mutual Fund
Related Links
  • Institutional Information
  • Mutual Fund Information

Investment Process

Our experienced team utilizes a proprietary asset allocation model to determine what we believe to be the best risk/ return combination of investments (various underlying funds) for each given time horizon. The model provides long-term guidance based on in-depth market analysis and quantitative research.

Allocation decisions are made by the Strategy’s portfolio managers with input from the Asset Allocation and Quantitative Investment Team that operates in Nuveen Advisory Solutions, a unit of Nuveen Asset Management responsible for managing global multi-asset class strategies using macro, top-down quantitative analysis.

This process does not guarantee that the strategy will achieve its objective.

Certain strategies may be available through other investment vehicles not listed above. Vehicles and their respective platforms shown may not be available in certain jurisdictions; investors should be aware of applicable legal requirements. This information should not be considered a solicitation or an offer by Nuveen Asset Management or Nuveen to provide any services in any jurisdiction. For more information on collective investment trusts, please contact us. If you are a non-U.S. investor and would like more information on UCITS Funds, please visit

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors.

All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. Past performance does not guarantee future results.


Contact Us

  • Institutional Investors/ Consultant 612.303.3381
  • Registered Investment Advisor 800.558.4487
  • Financial Advisors 800.752.8700
  • Mutual Fund Investors 800.257.8787