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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.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
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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Kelly A. Hagg
- Senior Managing Director, Head of Responsible Investing Strategy and Solutions
About Kelly A. Hagg
Kelly Hagg is Senior Managing Director and Head of the Responsible Investing (RI) Strategy and Solutions Team at Nuveen. With more than 20 years of experience, Kelly is focused on delivering a comprehensive set of RI solutions aimed at meeting dynamic and evolving client needs across Nuveen including client advice, advanced reporting, regulatory implementation, thought leadership, data & analytics, and product strategy.
Previously, Kelly was Global Head of Product Strategy and ESG at Janus Henderson Investors where he created new opportunities, optimized the business, and furthered the firm’s RI presence. He also served as Assistant General Counsel in the legal department at Janus.
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