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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.
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Quickly evaluate different MFs, CEFs and ETFs against one another
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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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Thomas A. Berry
- Senior Research Analyst
About Thomas A. Berry
Tom Berry is a senior research analyst for the municipal fixed income team at Nuveen, responsible for conducting fundamental credit analysis and contributing to relative value assessments with portfolio managers and traders. He is assigned to cover real estate issues and certain project financings.
Before his current role, he served as a fixed income analyst in the defined portfolio investment management group. Tom started working in the investment industry in 1997 when he joined the firm.
Tom graduated with a B.A. in English and a B.S. in Business Management from Quincy University. He also graduated with an M.B.A. in Finance and Economics from the University of Chicago.
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