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TOOLS
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
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Jose Minaya
Chief Executive Officer
Joe Castro
Head of Compliance
Tara Giuliano
Chief Marketing Officer
William T. Huffman
President, Equities and Fixed Income
Vijay Kasarabada
Chief Information Officer
Kevin J. McCarthy
Secretary and General Counsel
Amy O'Brien
Global Head of Responsible Investing (RI)
Mike Perry
Head of Global Client Group and Global Product
Seun Salami, CPA
Chief Financial Officer
Mike Sales
CEO, Real Assets
Josh Shamansky
Chief Human Resources Officer
Loran Shanahan
Chief Administrative Officer
Trey Stenersen, CFA
Chief Risk Officer
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