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Nuveen 2017 Equity Outlook Portfolio

Investment Objective

The Nuveen 2017 Equity Outlook Portfolio is a unit trust that seeks to provide capital appreciation. There is no guarantee that the objective will be met.


Investment Strategy

The Trust seeks to achieve its objective by purchasing stocks that express the key investment themes of Bob Doll’s 2017 Ten Predictions, which anticipate potential economic, political and financial developments that may shape investment opportunities over the coming year.

Portfolio Security Selection

Bob Doll, CFA, Senior Portfolio Manager and Chief Equity Strategist, Nuveen Asset Management, uses a time-tested proprietary equity investment process that combines quantitative techniques with fundamental research to recommend stocks for the Nuveen 2017 Equity Outlook Portfolio. The portfolio is designed to capitalize on the economic and market environment described in Bob Doll’s 2017 Ten Predictions.

  • Universe – The Russell 1000® Index, composed of approximately 1,000 large cap stocks.
  • Quantitative Analysis – A multi-factor quantitative model evaluates each stock’s valuation, growth dynamics, profitability, and capital deployment to narrow the opportunity set.
  • Fundamental Ranking Process – Stocks are ranked on a scale of 1 to 5 (with 1 being most attractive and 5 being least attractive) using fundamental research and analysis. Stocks rated 5 are excluded from portfolio consideration.
  • Portfolio Construction – From the remaining pool, Bob Doll recommends a portfolio he believes is most likely to capitalize on the key investment themes of his 2017 Ten Predictions and offers the highest potential for capital appreciation over the next 15 months. Risk/return frameworks are systematically utilized to limit perceived risk.
  • Portfolio – Portfolio of large cap stocks across diverse sectors.

Sales Charge Discounts

Breakpoint Purchase Minimum Purchase Maximum Sales Charge
Offer $0.00 $49,999.99 2.950%
BP 1 $50,000.00 $99,999.99 2.700%
BP 2 $100,000.00 $249,999.99 2.450%
BP 3 $250,000.00 $499,999.99 2.200%
BP 4 $500,000.00 $999,999.99 1.950%
BP 5 $1,000,000.00+ 1.400%
Swap/Roll 1.950%

The sales charge discounts are also applied on a unit basis using a breakpoint equivalent of $10 per unit and are applied on whichever basis is more favorable to the investor. These discounts are only available during the initial offering period. Please see the prospectus for details regarding sales charge discounts including all available discounts.


Sales Charges (based on $10.00)

Maximum Sales Charge 2.950%
Upfront Sales Charge 1.000%
Deferred Sales Charge 1.450%
Creation and Dev. Fee 0.500%

The table above shows the initial offering period sales charges. Percentages are based on a $10.00 per unit offering price. For unit prices other than $10.00, percentages of initial sales charge, creation and development fee, and deferred sales charge will vary. The maximum sales charge is comprised of the initial sales charge, creation and development fee and deferred sales charge. The Trust is also subject to annual operating expenses and organization costs, which are not included in the sales charges. The creation and development fee is a charge of $0.05 per unit collected at the end of the initial offering period. If the price you pay exceeds $10.00 per unit, the creation and development fee will be less than 0.50%; if the price you pay is less than $10.00 per unit, the creation and development fee will exceed 0.50%. Investors will not be assessed the initial and deferred sales charge for eligible fee-based accounts and must purchase units utilizing a Fee CUSIP. Please see the prospectus for sales charge details.


This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular 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.

Risk Considerations
Investing involves risk; principal loss is possible. This Trust is unmanaged and there is no guarantee that the Trust’s investment objectives will be achieved. There is no assurance that common stocks will make dividend payments. Dividends are paid only if declared by an issuer's board of directors and the amount of any dividend may vary over time. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. This Trust is concentrated in the consumer products sector.Some of the general risks of companies in the consumer products sector include cyclicality of revenues and earnings, economic recession, currency fluctuations, changing consumer tastes, extensive competition, product liability litigation and increased government regulation. This Trust is also concentrated in the healthcare sector.There are certain risks specific to healthcare companies such as governmental regulation and the risk that a product may never come to pass.  Non-U.S. investments involve additional risks, including currency fluctuation, political and economic instability, potentially reduced liquidity and differing legal and accounting standards. These and other risk considerations, such as various business, market, and investment risks are described in detail in the Trust’s prospectus.
 
Although this Trust’s life is approximately 15 months, the Trust’s strategy should be considered as part of a long-term investment strategy and investors should consider, in light of their particular financial situations, whether it may be appropriate to invest in successive trust portfolios, if available, subject to the applicable sales charges. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor.

NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE

Please consider the investment objectives, risks, charges and expenses of the Trust. The prospectus contains these factors and other information about the Trust. To obtain a prospectus, please request one from your financial advisor or download one from sec.gov/edgar.shtml. Please read the prospectus carefully before investing.

The Russell 1000® Index and all other Russell index names are registered trademarks of Russell Investment Group. The Russell 1000® Index measures the price and return performance of approximately the 1000 largest companies, representing roughly 92% of the total U.S. large cap equity market. The portfolio is not sponsored, endorsed, sold or promoted by Russell Investment Group and Russell Investment Group does not make any representation regarding the advisability of investing in the securities.

Nuveen Securities, LLC serves as the Trust’s sponsor and Nuveen Fund Advisors, LLC serves as the Trust’s evaluator and supervisor. Nuveen Asset Management, LLC serves as the portfolio consultant responsible for recommending a portfolio of securities for the Trust. Nuveen Securities, LLC is a registered broker-dealer and Nuveen Fund Advisors, LLC and Nuveen Asset Management, LLC are registered investment advisers.

21874-INV-AN-04/17

Pricing Chart

Compare LIQ against key index:

3/23/2017 [9.8246] 3/22/2017 [9.8356] 3/21/2017 [9.8204] 3/20/2017 [10.0165] 3/17/2017 [10.0797] 3/16/2017 [10.1451] 3/15/2017 [10.1686] 3/14/2017 [10.1062] 3/13/2017 [10.148] 3/10/2017 [10.1288] 3/9/2017 [10.101] 3/8/2017 [10.1135] 3/7/2017 [10.0801] 3/6/2017 [10.1424] 3/3/2017 [10.2218] 3/2/2017 [10.1786] 3/1/2017 [10.2317] 2/28/2017 [10.1131] 2/27/2017 [10.2279] 2/24/2017 [10.1964] 2/23/2017 [10.1702] 2/22/2017 [10.1617] 2/21/2017 [10.1767] 2/17/2017 [10.0957] 2/16/2017 [10.0785] 2/15/2017 [10.0841] 2/14/2017 [9.9891] 2/13/2017 [9.891] 2/10/2017 [9.8184] 2/9/2017 [9.7921] 2/8/2017 [9.7262] 2/7/2017 [9.7584] 2/6/2017 [9.7658] 2/3/2017 [9.7705] 2/2/2017 [9.6606] 2/1/2017 [9.7054] 1/31/2017 [9.6874] 1/30/2017 [9.6513] 1/27/2017 [9.6999] 1/26/2017 [9.7184] 1/25/2017 [9.7823] 1/24/2017 [9.7007] 1/23/2017 [9.6242] 1/20/2017 [9.6947] 1/19/2017 [9.7126] 1/18/2017 [9.7586] 1/17/2017 [9.755]

Pricing

POP $10.0717
LIQ $9.8246
Prev LIQ $9.8356
LIQ Change -0.11% $-0.0110

Historical Highs/Lows*

  Price Date
POP High: $10.4912 3/1/2017
POP Low: $9.8652 1/23/2017
LIQ High: $10.2317 3/1/2017
LIQ Low: $9.6242 1/23/2017
*Trade dates 1/17/2017 to 3/23/2017

Product Price History

Month: Year:
Date POP LIQ
01/17/17 $10.0000 $9.7550
01/18/17 $10.0037 $9.7586
01/19/17 $9.9563 $9.7126
01/20/17 $9.9379 $9.6947
01/23/17 $9.8652 $9.6242
01/24/17 $9.9440 $9.7007
01/25/17 $10.0281 $9.7823
01/26/17 $9.9623 $9.7184
01/27/17 $9.9432 $9.6999
01/30/17 $9.8931 $9.6513
01/31/17 $9.9303 $9.6874
02/01/17 $9.9489 $9.7054
02/02/17 $9.9027 $9.6606
02/03/17 $10.0160 $9.7705
02/06/17 $10.0111 $9.7658
02/07/17 $10.0035 $9.7584
02/08/17 $9.9703 $9.7262
02/09/17 $10.0382 $9.7921
02/10/17 $10.0653 $9.8184
02/13/17 $10.1401 $9.8910
02/14/17 $10.2412 $9.9891
02/15/17 $10.3391 $10.0841
02/16/17 $10.3333 $10.0785
02/17/17 $10.3511 $10.0957
02/21/17 $10.4345 $10.1767
02/22/17 $10.4191 $10.1617
02/23/17 $10.4278 $10.1702
02/24/17 $10.4548 $10.1964
02/27/17 $10.4873 $10.2279
02/28/17 $10.3690 $10.1131
03/01/17 $10.4912 $10.2317
03/02/17 $10.4365 $10.1786
03/03/17 $10.4810 $10.2218
03/06/17 $10.3992 $10.1424
03/07/17 $10.3350 $10.0801
03/08/17 $10.3694 $10.1135
03/09/17 $10.3565 $10.1010
03/10/17 $10.3852 $10.1288
03/13/17 $10.4049 $10.1480
03/14/17 $10.3619 $10.1062
03/15/17 $10.4262 $10.1686
03/16/17 $10.4020 $10.1451
03/17/17 $10.3346 $10.0797
03/20/17 $10.2694 $10.0165
03/21/17 $10.0674 $9.8204
03/22/17 $10.0830 $9.8356
03/23/17 $10.0717 $9.8246

POP is the Public Offering Price.  Represents the net asset value per unit plus any applicable organization costs and sales charges.  This is the regular public offering price paid per unit to purchase units.  This price is often subject to certain sales charge discounts described in the trust prospectus.

LIQ is the Liquidation Price.  Represents the value per unit that a unitholder would receive if the unitholder redeemed or sold units.  This price is equal to the net asset value per unit plus any remaining organization costs and creation & development fee.  This price reflects any remaining non-contingent deferred sales charges payable in connection with a liquidation of units.

Past performance is no indication of future results. Investment return and principal value will fluctuate with changes in market conditions. Units when redeemed may be worth more or less than their original cost.

This page contains historical pricing or historical distributions information for the unit investment trust listed above. It should not be used for federal or state tax purposes, please contact your financial advisor for tax information.


This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular 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.

Risk Considerations
Investing involves risk; principal loss is possible. This Trust is unmanaged and there is no guarantee that the Trust’s investment objectives will be achieved. There is no assurance that common stocks will make dividend payments. Dividends are paid only if declared by an issuer's board of directors and the amount of any dividend may vary over time. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. This Trust is concentrated in the consumer products sector.Some of the general risks of companies in the consumer products sector include cyclicality of revenues and earnings, economic recession, currency fluctuations, changing consumer tastes, extensive competition, product liability litigation and increased government regulation. This Trust is also concentrated in the healthcare sector.There are certain risks specific to healthcare companies such as governmental regulation and the risk that a product may never come to pass.  Non-U.S. investments involve additional risks, including currency fluctuation, political and economic instability, potentially reduced liquidity and differing legal and accounting standards. These and other risk considerations, such as various business, market, and investment risks are described in detail in the Trust’s prospectus.
 
Although this Trust’s life is approximately 15 months, the Trust’s strategy should be considered as part of a long-term investment strategy and investors should consider, in light of their particular financial situations, whether it may be appropriate to invest in successive trust portfolios, if available, subject to the applicable sales charges. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor.

NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE

Please consider the investment objectives, risks, charges and expenses of the Trust. The prospectus contains these factors and other information about the Trust. To obtain a prospectus, please request one from your financial advisor or download one from sec.gov/edgar.shtml. Please read the prospectus carefully before investing.

The Russell 1000® Index and all other Russell index names are registered trademarks of Russell Investment Group. The Russell 1000® Index measures the price and return performance of approximately the 1000 largest companies, representing roughly 92% of the total U.S. large cap equity market. The portfolio is not sponsored, endorsed, sold or promoted by Russell Investment Group and Russell Investment Group does not make any representation regarding the advisability of investing in the securities.

Nuveen Securities, LLC serves as the Trust’s sponsor and Nuveen Fund Advisors, LLC serves as the Trust’s evaluator and supervisor. Nuveen Asset Management, LLC serves as the portfolio consultant responsible for recommending a portfolio of securities for the Trust. Nuveen Securities, LLC is a registered broker-dealer and Nuveen Fund Advisors, LLC and Nuveen Asset Management, LLC are registered investment advisers.

21874-INV-AN-04/17

Product Performance as of 3/23/2017

Cumulative Return
Year to
Date
Since
Deposit
3 Months 6 Months
Distributions Reinvested
With Transaction Sales Charge 0.0000% -1.7540% 0.0000% 0.0000%
Without Transaction Sales Charge 0.0000% 0.7135% 0.0000% 0.0000%
Distributions in Cash
With Transaction Sales Charge 0.0000% -1.7540% 0.0000% 0.0000%
Without Transaction Sales Charge 0.0000% 0.7135% 0.0000% 0.0000%

Returns With Transactional Sales Charge reflect the maximum transactional sales charge that would be payable by an investor upon sale or redemption of units at the end of the applicable period(s). The transactional sales charge includes any initial or deferred sales charges other than the creation and development fee. These returns do not reflect any creation and development fee prior to collection (generally the close of the initial offering period). Any creation and development fee is reflected in the returns as of the time of payment by a trust.

Returns Without Transactional Sales Charge do not reflect any transactional sales charge and do not reflect any creation and development fee prior to collection (generally the close of the initial offering period). Any creation and development fee is reflected in the returns as of the time of payment by a trust.

Returns are cumulative total returns (not annualized) unless labeled as average annual returns. Distribution Received in Cash returns reflect trust expenses as incurred and assume income and principal distributions are paid out in cash on the payable date. Distributions Reinvested returns reflect trust expenses as incurred and assume income and principal distributions are reinvested on the reinvestment date.

Past performance is no indication of future results. Investment return and principal value will fluctuate with changes in market conditions. Units when redeemed may be worth more or less than their original cost.

All returns are historical and do not represent potential future performance. A trust’s performance, especially for short time periods, should not be the sole factor in making your investment decision.


This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular 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.

Risk Considerations
Investing involves risk; principal loss is possible. This Trust is unmanaged and there is no guarantee that the Trust’s investment objectives will be achieved. There is no assurance that common stocks will make dividend payments. Dividends are paid only if declared by an issuer's board of directors and the amount of any dividend may vary over time. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. This Trust is concentrated in the consumer products sector.Some of the general risks of companies in the consumer products sector include cyclicality of revenues and earnings, economic recession, currency fluctuations, changing consumer tastes, extensive competition, product liability litigation and increased government regulation. This Trust is also concentrated in the healthcare sector.There are certain risks specific to healthcare companies such as governmental regulation and the risk that a product may never come to pass.  Non-U.S. investments involve additional risks, including currency fluctuation, political and economic instability, potentially reduced liquidity and differing legal and accounting standards. These and other risk considerations, such as various business, market, and investment risks are described in detail in the Trust’s prospectus.
 
Although this Trust’s life is approximately 15 months, the Trust’s strategy should be considered as part of a long-term investment strategy and investors should consider, in light of their particular financial situations, whether it may be appropriate to invest in successive trust portfolios, if available, subject to the applicable sales charges. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor.

NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE

Please consider the investment objectives, risks, charges and expenses of the Trust. The prospectus contains these factors and other information about the Trust. To obtain a prospectus, please request one from your financial advisor or download one from sec.gov/edgar.shtml. Please read the prospectus carefully before investing.

The Russell 1000® Index and all other Russell index names are registered trademarks of Russell Investment Group. The Russell 1000® Index measures the price and return performance of approximately the 1000 largest companies, representing roughly 92% of the total U.S. large cap equity market. The portfolio is not sponsored, endorsed, sold or promoted by Russell Investment Group and Russell Investment Group does not make any representation regarding the advisability of investing in the securities.

Nuveen Securities, LLC serves as the Trust’s sponsor and Nuveen Fund Advisors, LLC serves as the Trust’s evaluator and supervisor. Nuveen Asset Management, LLC serves as the portfolio consultant responsible for recommending a portfolio of securities for the Trust. Nuveen Securities, LLC is a registered broker-dealer and Nuveen Fund Advisors, LLC and Nuveen Asset Management, LLC are registered investment advisers.

21874-INV-AN-04/17
Asset Style Weight
Large Cap Growth 36.01 %
Large Cap Value 32.00 %
Large Cap Blend 31.99 %
Asset Type Weight
Common Stock 100.00 %
Sector Composition Weight
Health Care 27.98 %
Consumer Discretionary 24.03 %
Financials 16.00 %
Consumer Staples 12.01 %
Information Technology 7.99 %
Industrials 7.98 %
Telecommunication Services 4.01 %
Country Composition Weight
Domestic 96.03 %
Foreign 3.97 %

Portfolio Holdings

Name Symbol Sector Style Weight
CBS Corporation CBS Consumer Discretionary Large Cap Growth 3.99 %
Ford Motor Company F Consumer Discretionary Large Cap Value 4.03 %
General Motors Company GM Consumer Discretionary Large Cap Value 4.01 %
Sirius XM Holdings Inc. SIRI Consumer Discretionary Large Cap Growth 4.01 %
Target Corporation TGT Consumer Discretionary Large Cap Value 3.98 %
Yum! Brands, Inc. YUM Consumer Discretionary Large Cap Growth 4.01 %
Sysco Corporation SYY Consumer Staples Large Cap Growth 4.00 %
Walgreens Boots Alliance Inc WBA Consumer Staples Large Cap Growth 4.02 %
Wal-Mart Stores, Inc. WMT Consumer Staples Large Cap Value 3.99 %
Bank of America Corporation BAC Financials Large Cap Value 4.01 %
Citigroup Inc. C Financials Large Cap Value 3.98 %
Prudential Financial, Inc. PRU Financials Large Cap Value 4.00 %
The Bank of New York Mellon Corporation BK Financials Large Cap Blend 4.01 %
Aetna Inc. AET Health Care Large Cap Blend 4.00 %
Amgen Inc. AMGN Health Care Large Cap Blend 3.96 %
Cardinal Health, Inc. CAH Health Care Large Cap Blend 4.00 %
Express Scripts Holding Company ESRX Health Care Large Cap Blend 4.02 %
Gilead Sciences, Inc. GILD Health Care Large Cap Growth 3.99 %
McKesson Corporation MCK Health Care Large Cap Blend 4.02 %
UnitedHealth Group Incorporated UNH Health Care Large Cap Growth 3.99 %
Ingersoll-Rand Public Limited Company IR Industrials Large Cap Blend 3.97 %
United Continental Holdings Inc. UAL Industrials Large Cap Blend 4.01 %
HP Inc. HPQ Information Technology Large Cap Value 4.00 %
VMWARE INC-CLASS A VMW Information Technology Large Cap Growth 3.99 %
T-Mobile US, Inc. TMUS Telecommunication Services Large Cap Growth 4.01 %

Data used for the Portfolio Holdings and Portfolio Allocation Characteristics is from Bloomberg Finance L.P. Portfolio holdings are provided for informational purposes only and should not be deemed as a recommendation to buy or sell individual securities. Portfolio Holdings and Portfolio Allocation Characteristics are as of deposit day and are subject to change and may vary thereafter.

The style and capitalization characteristics are designed to help investors understand how they fit into an overall investment plan. Value, blend and growth are types of investment styles. Growth Investing generally seeks stocks that offer the potential for greater-than-average earnings growth, and may entail greater risk than value or blend investing. Value investing generally seeks stocks that may be sound investments but are temporarily out of favor in the marketplace, and may entail less risk than growth investing. A blend investment combines the two styles. Market capitalization is determined by the following criteria: Large Cap: Greater than $10 billion, Mid Cap: $2 billion-$10 billion, Small Cap: $250 million-$2 billion Micro Cap: Below $250 million.


This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular 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.

Risk Considerations
Investing involves risk; principal loss is possible. This Trust is unmanaged and there is no guarantee that the Trust’s investment objectives will be achieved. There is no assurance that common stocks will make dividend payments. Dividends are paid only if declared by an issuer's board of directors and the amount of any dividend may vary over time. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. This Trust is concentrated in the consumer products sector.Some of the general risks of companies in the consumer products sector include cyclicality of revenues and earnings, economic recession, currency fluctuations, changing consumer tastes, extensive competition, product liability litigation and increased government regulation. This Trust is also concentrated in the healthcare sector.There are certain risks specific to healthcare companies such as governmental regulation and the risk that a product may never come to pass.  Non-U.S. investments involve additional risks, including currency fluctuation, political and economic instability, potentially reduced liquidity and differing legal and accounting standards. These and other risk considerations, such as various business, market, and investment risks are described in detail in the Trust’s prospectus.
 
Although this Trust’s life is approximately 15 months, the Trust’s strategy should be considered as part of a long-term investment strategy and investors should consider, in light of their particular financial situations, whether it may be appropriate to invest in successive trust portfolios, if available, subject to the applicable sales charges. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor.

NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE

Please consider the investment objectives, risks, charges and expenses of the Trust. The prospectus contains these factors and other information about the Trust. To obtain a prospectus, please request one from your financial advisor or download one from sec.gov/edgar.shtml. Please read the prospectus carefully before investing.

The Russell 1000® Index and all other Russell index names are registered trademarks of Russell Investment Group. The Russell 1000® Index measures the price and return performance of approximately the 1000 largest companies, representing roughly 92% of the total U.S. large cap equity market. The portfolio is not sponsored, endorsed, sold or promoted by Russell Investment Group and Russell Investment Group does not make any representation regarding the advisability of investing in the securities.

Nuveen Securities, LLC serves as the Trust’s sponsor and Nuveen Fund Advisors, LLC serves as the Trust’s evaluator and supervisor. Nuveen Asset Management, LLC serves as the portfolio consultant responsible for recommending a portfolio of securities for the Trust. Nuveen Securities, LLC is a registered broker-dealer and Nuveen Fund Advisors, LLC and Nuveen Asset Management, LLC are registered investment advisers.

21874-INV-AN-04/17

Distributions

Record Date Distribution Date Reinvestment Date Reinvest Price Principal Distribution Per Unit Income Distribution Per Unit
6/10/2017 6/25/2017
12/10/2017 12/25/2017

Income distributions will vary with changes in dividends or interest received on the underlying securities and with changes in the trust's fees and expenses. Principal distributions will be made only when the trust receives principal cash and will therefore vary. Both income and principal distributions may be affected by the sale of securities in the portfolio. See the prospectus for a more detailed description of the factors which could affect income and principal distributions.

This page contains historical pricing or historical distributions information for the unit investment trust listed above. It should not be used for federal or state tax purposes, please contact your financial advisor for tax information.


This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular 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.

Risk Considerations
Investing involves risk; principal loss is possible. This Trust is unmanaged and there is no guarantee that the Trust’s investment objectives will be achieved. There is no assurance that common stocks will make dividend payments. Dividends are paid only if declared by an issuer's board of directors and the amount of any dividend may vary over time. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. This Trust is concentrated in the consumer products sector.Some of the general risks of companies in the consumer products sector include cyclicality of revenues and earnings, economic recession, currency fluctuations, changing consumer tastes, extensive competition, product liability litigation and increased government regulation. This Trust is also concentrated in the healthcare sector.There are certain risks specific to healthcare companies such as governmental regulation and the risk that a product may never come to pass.  Non-U.S. investments involve additional risks, including currency fluctuation, political and economic instability, potentially reduced liquidity and differing legal and accounting standards. These and other risk considerations, such as various business, market, and investment risks are described in detail in the Trust’s prospectus.
 
Although this Trust’s life is approximately 15 months, the Trust’s strategy should be considered as part of a long-term investment strategy and investors should consider, in light of their particular financial situations, whether it may be appropriate to invest in successive trust portfolios, if available, subject to the applicable sales charges. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor.

NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE

Please consider the investment objectives, risks, charges and expenses of the Trust. The prospectus contains these factors and other information about the Trust. To obtain a prospectus, please request one from your financial advisor or download one from sec.gov/edgar.shtml. Please read the prospectus carefully before investing.

The Russell 1000® Index and all other Russell index names are registered trademarks of Russell Investment Group. The Russell 1000® Index measures the price and return performance of approximately the 1000 largest companies, representing roughly 92% of the total U.S. large cap equity market. The portfolio is not sponsored, endorsed, sold or promoted by Russell Investment Group and Russell Investment Group does not make any representation regarding the advisability of investing in the securities.

Nuveen Securities, LLC serves as the Trust’s sponsor and Nuveen Fund Advisors, LLC serves as the Trust’s evaluator and supervisor. Nuveen Asset Management, LLC serves as the portfolio consultant responsible for recommending a portfolio of securities for the Trust. Nuveen Securities, LLC is a registered broker-dealer and Nuveen Fund Advisors, LLC and Nuveen Asset Management, LLC are registered investment advisers.

21874-INV-AN-04/17

Featuring the 

investment expertise of  

Nuveen Asset Management

An Equity Unit Trust Designed to Offer:

  • Potential for capital appreciation for investors willing to accept associated equity market risks
  • High-conviction portfolio from an experienced portfolio manager and widely followed market strategist
  • Portfolio approach seeking to limit uncompensated risk
  • Investment opportunities not fully reflected in today’s stock market valuations

Portfolio Security Selection

Bob Doll, CFA, Senior Portfolio Manager and Chief Equity Strategist, Nuveen Asset Management, uses a time-tested proprietary equity investment process that combines quantitative techniques with fundamental research to recommend stocks for the Nuveen 2017 Equity Outlook Portfolio. The portfolio is designed to capitalize on the economic and market environment forecasted in his 2017 Ten Predictions.

NEO 2017 Security

Bob Doll's 2017 Ten Predictions

Each year, Bob Doll develops a series of predictions that serve as a forecast of some of the critical economic and market developments that investors will face in the coming year.
Nuveen Asset Management publishes regular updates about the Ten Predictions, affording investors an ongoing opportunity to assess the market environment.

  • Both U.S. and global economic growth are likely to improve modestly, while inflation and interest rates are set to rise.
  • Corporate earnings should improve, but price/earnings multiples may fall, creating a complicated investing world.
  • Stocks may struggle at times, but should outperform other asset classes.
  • Attractive investment opportunities can be found within all areas of the market, with a bias toward the financials, health care and information technology sectors.
  • Bob has a bias toward smaller capitalization, cyclical areas and value styles — areas of the market that began to outperform as 2016 drew to a close.

NEO 2017 Bob Doll Quote

The opinions expressed by Bob Doll of Nuveen Asset Management, LLC are for informational purposes only as of the date of writing and may change at any time based on market or other conditions and may not come to pass. All investments carry a certain degree of risk and there is no assurance that an investment will provide positive performance over any time period. Past performance is no guarantee of future results.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular 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.

Risk Considerations
Investing involves risk; principal loss is possible. This Trust is unmanaged and there is no guarantee that the Trust’s investment objectives will be achieved. There is no assurance that common stocks will make dividend payments. Dividends are paid only if declared by an issuer's board of directors and the amount of any dividend may vary over time. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. This Trust is concentrated in the consumer products sector.Some of the general risks of companies in the consumer products sector include cyclicality of revenues and earnings, economic recession, currency fluctuations, changing consumer tastes, extensive competition, product liability litigation and increased government regulation. This Trust is also concentrated in the healthcare sector.There are certain risks specific to healthcare companies such as governmental regulation and the risk that a product may never come to pass.  Non-U.S. investments involve additional risks, including currency fluctuation, political and economic instability, potentially reduced liquidity and differing legal and accounting standards. These and other risk considerations, such as various business, market, and investment risks are described in detail in the Trust’s prospectus.
 
Although this Trust’s life is approximately 15 months, the Trust’s strategy should be considered as part of a long-term investment strategy and investors should consider, in light of their particular financial situations, whether it may be appropriate to invest in successive trust portfolios, if available, subject to the applicable sales charges. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor.

NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE

Please consider the investment objectives, risks, charges and expenses of the Trust. The prospectus contains these factors and other information about the Trust. To obtain a prospectus, please request one from your financial advisor or download one from sec.gov/edgar.shtml. Please read the prospectus carefully before investing.

The Russell 1000® Index and all other Russell index names are registered trademarks of Russell Investment Group. The Russell 1000® Index measures the price and return performance of approximately the 1000 largest companies, representing roughly 92% of the total U.S. large cap equity market. The portfolio is not sponsored, endorsed, sold or promoted by Russell Investment Group and Russell Investment Group does not make any representation regarding the advisability of investing in the securities.

Nuveen Securities, LLC serves as the Trust’s sponsor and Nuveen Fund Advisors, LLC serves as the Trust’s evaluator and supervisor. Nuveen Asset Management, LLC serves as the portfolio consultant responsible for recommending a portfolio of securities for the Trust. Nuveen Securities, LLC is a registered broker-dealer and Nuveen Fund Advisors, LLC and Nuveen Asset Management, LLC are registered investment advisers.

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Summary

Nuveen 2017 Equity Outlook Portfolio
2017
NEO2017
NVNEBX
Offered
1/17/2017
4/19/2018
6/10/2017
6/25/2017
Semi-Annual
RIC
$10.0000
$10.0717
$9.8246
$0.2008
67092Y103
67092Y111
67092Y129
67092Y137

1. POP is the Public Offering Price.  Represents the net asset value per unit plus any applicable organization costs and sales charges.  This is the regular public offering price paid per unit to purchase units.  This price is often subject to certain sales charge discounts described in the trust prospectus.

2. LIQ is the Liquidation Price.  Represents the value per unit that a unitholder would receive if the unitholder redeemed or sold units.  This price is equal to the net asset value per unit plus any remaining organization costs and creation & development fee.  This price reflects any remaining non-contingent deferred sales charges payable in connection with a liquidation of units.

3. There is no guarantee that any distributions will be made. The estimated net annual income is per unit as of deposit day and based on the most recently declared dividends, distributions or interim and final dividends accounting for any foreign withholding taxes of the portfolio’s holdings. The actual net annual income distributions you receive will vary from the estimate with changes in the portfolio’s fees and expenses, income received, currency fluctuations, and with the call, redemption, maturity, or sale of securities.