![]() The top 10% of funds or accounts in each product category receive five stars, the next 22.5% receive four stars and the next 35% receive three stars. Morningstar ratings may be higher or lower on a monthly basis. The rating is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Morningstar Rating™ -or "star rating" -is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds and separate accounts) with at least a three-year history. open-end mutual funds,CREF Variable Accounts and the Life Funds. For more information, see .ĢMorningstar ratings are based on each mutual fund (institutional share class) or variable annuity account's (lowest cost) share class and include U.S. It encompasses Nuveen's taxable and non-taxable fixed income funds, including national and state municipal and global fixed income funds. Most Strategic Use of Data Driving Audience Targeting or PersonalizationġThe Best Fixed Income Large Fund Company Award recognizes Nuveen's top ranking among 30 mutual fund families eligible for the award. #1 life insurance / annuity consumer websiteĭeveloper or architect team achievement of the year Plan Sponsor Council of America, 2018 (Two – 1st place, Two - 3rd place)Ģ019 Training Magazine Top 125 - TIAA named #78 Plan Sponsor Council of America, 2020 (One – 1st place, Two – 2nd place, One – 3rd place)Įxcellence in retirement plan communication and investment education Pre-Retirement Preparation (One – 1st place) Ongoing Investment Education (One – 2nd place) Two awards: Nuveen’s Responsible Investment platform Sales Training or Coaching Program of the Year, Other Service Industries (Silver)īest Use of Technology in Customer Service, Financial Services (Bronze)Īrtificial Intelligence Excellence Award for Large Company, 2020 Information Technology Team of the Year (Gold)Ĭontact Center of the Year, Over 100 Seats (Gold) Information Technology Team of the Year (Bronze)
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