[1] Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 09/09/2015. [2] This expense ratio is from the most recent prospectus and generally is based on amounts incurred ...
The investment seeks to maximize total return through a high level of current income and capital appreciation. The fund has flexibility to achieve its investment objective and invests in a broad range ...
Nuveen is a leading sponsor of closed-end funds (CEFs) with $53 billion in assets under management across 44 CEFs as of 30 Sep 2025. The funds offer exposure to a broad range of asset classes and are ...
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The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...
BlackRock Inc.’s Alex Shingler plans to leave in early 2026 after 18 years with the world’s largest asset manager, where he’s co-head of income investing in the multi-asset business. Justin Christofel ...
Over the last several years, issuers have successfully transformed the ETF landscape, pumping out some of the most intriguing and innovative products on the market. Recently, however, a trend of ...
The fund’s strategic fixed income exposures were broadly positive for the quarter, with long-term US Treasuries leading results. The fund’s strategic equity income exposures produced mixed results, ...
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