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.
Quickly evaluate different MFs, CEFs and ETFs against one another
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
Thank you for your message. We will contact you shortly.
Form CRS disclosures
Access Form CRS for Nuveen's investment advisers and broker-dealer, as applicable:
- Form CRS for Nuveen Asset Management, LLC
- Form CRS for Nuveen Securities, LLC
- Form CRS for Teachers Advisors, LLC
- Form CRS for Winslow Capital Management, LLC
Please be advised, this content is restricted to financial professional access only.