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
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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Charles J. Carr, CFA
- Portfolio Manager
About Charles J. Carr
Charles Carr is a portfolio manager for Nuveen’s equities team. He manages domestic large-cap value equity strategies.
Prior to joining Nuveen in 2014, Charles served in investment roles at value-oriented hedge funds, including Elm Ridge Capital, Fine Capital Partners, Alson Capital and Estekene Capital. He also was an equities analyst on the buy-side at Bernstein Investment Research and Management.
Charles graduated with a B.B.A. in Finance from the College of William and Mary and holds the CFA designation.
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