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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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Douglas Hepworth, CFA
- Chief Operating Officer
- Chief Risk Officer, Gresham Investment Management
About Douglas Hepworth
Doug Hepworth serves as Gresham’s chief operating officer and chief risk officer.
Doug has worked for Gresham for more than two decades in roles including portfolio manager and director of research. Prior to joining Gresham, he held various investment and leadership roles, including the management of multibillion dollar commodity futures portfolios, the design and implementation of quantitative futures and options strategies, and the organization and supervision of floor and upstairs trading operations.
Doug received a BA in economics from Columbia University and holds the Chartered Financial Analyst® (CFA) designation.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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