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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.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Learn how a laddered portfolio may perform in rising rate environments
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L. Kevin Chen, CFA

  • Head of Quantitative Fixed-Income Strategies
Chen, Kevin

About L. Kevin Chen

Kevin oversees quantitative fixed-income portfolio management for Nuveen. He is responsible for fixed-income index, ETF, and quantitative strategies.

Prior to joining the firm in 2004, Kevin held positions at the United Nations’ Development Program (UNDP), and at OSI Solutions, a consulting firm he founded in the mid-90’s.

Kevin graduated with a B.S. in Computer Information Science from Fudan University, an M.S. in Computer Science from Temple University, and an M.B.A. in Finance and Operations Research from New York University. He also holds the CFA designation.

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