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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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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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James K. Clark, CFA
- Client Portfolio Manager
About James K. Clark
Jim is the client portfolio manager for Nuveen’s Real Estate Securities, Global Infrastructure, and Real Asset Income strategies. In this role, he works with portfolio managers to develop and communicate information about the products’ investment teams, process, and performance to institutional, retail, and defined contribution analysts and advisors.
Prior to joining the firm in 2009, he spent five years as an asset management advisor responsible for retail product distribution throughout a regional territory for Blackrock. Prior to that, Jim served as an external and internal wholesaler at Merrill Lynch Investment Managers, where he began his career. Jim started working in the investment industry in 2001.
Jim graduated with a B.A. in Spanish from Moorhead State University. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of Minnesota.
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