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The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Latest insights
2021 4Q Global Investment Committee outlook
At the end of 2020, while we saw strong potential for economic and market upside, we also anticipated a difficult path ahead. That upside scenario materialized quicker than we expected, and that’s causing both investment opportunities and investment risks to shift rapidly.
Global Investment Committee
| 11 Oct 2021
2021 4Q Global Investment Committee outlook
At the end of 2020, while we saw strong potential for economic and market upside, we also anticipated a difficult path ahead. That upside scenario materialized quicker than we expected, and that’s causing both investment opportunities and investment risks to shift rapidly.
Global Investment Committee
| 11 Oct 2021
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Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional have no sales charge and may be purchased by specified classes of investors.
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