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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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Jason J. Castelluccio, CIMA®
- Client Portfolio Manager
About Jason J. Castelluccio
Jason is a client portfolio manager for Nuveen’s U.S. equity group, providing financial market, economic and policy perspectives in conjunction with insights into specific investment strategies and individual stocks. In this role, he is integrated into the portfolio management team, responsible for developing and communicating information and thought leadership papers about elements of our investment philosophy, process, portfolio construction and performance to institutional, retail and defined contribution analysts and financial professionals.
Prior to joining the firm in 2016, he was an executive director and client portfolio manager at J.P. Morgan Asset Management supporting developed international equity strategies. Prior to J.P. Morgan Asset Management, Jason worked in similar roles at Davis Advisors and Smith Barney. Jason began working in the investment industry in 2003.
Jason graduated with a B.S. in Business Administration with a concentration in Finance from the University of Delaware and an M.B.A. with a concentration in Finance from Fordham University. He also holds the CIMA designation.
Investments & Wealth Institute (the Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management consultants.
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