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.
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
Thank you for your message. We will contact you shortly.
Jim Campagna, CFA
- Head of Equity Index Strategies
About Jim Campagna
Jim oversees equity index strategies for Nuveen Equities. He is responsible for all equity index, social choice equity, and equity ETF strategies.
Prior to joining the firm in 2005, he was a portfolio manager at Mellon Capital Management where he was responsible for several funds and was an index strategy leader for the MSCI EAFE mandates.
Jim graduated with a B.A. in Economics, with a minor in Mathematics, from the University of California, Irvine. He holds the CFA® designation, is a member of the CFA Society of New York and is a member of the FTSE Russell Americas Regional Equity Advisory Committee.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA institute.
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register