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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
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Kristen M. DeJong, CFA
- Portfolio Manager
About Kristen M. DeJong
Kristen is a portfolio manager at Nuveen, responsible for managing taxable municipal fixed income strategies for customized institutional portfolios.
Kristen began her career in the investment industry in 2005 and joined the firm in 2008. Prior to her current role, she served as a senior research analyst for Nuveen’s municipal fixed income team, responsible for conducting credit analysis and providing trade recommendations for separately managed accounts. Previously, she worked as a research associate at Nuveen in the wealth management services area, where she provided research and developed reports on various topics involving retirement, tax and investment planning. Before joining the firm, she was a financial advisor at Ameriprise Financial.
Kristen graduated with a B.S. in Business from Miami University in Ohio. She holds the CFA designation and is a member of the CFA Institute and the CFA Society of Chicago. Kristen is also a past president of the Chicago Municipal Analysts Society and a former board member of the National Federation of Municipal Analysts.
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