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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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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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Derek Jun, CFA, CAIA

  • Head of Investment Risk
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About Derek Jun

Derek oversees investment risk for Nuveen Real Assets, where he is responsible for risk oversight of funds and directly managed investments across Nuveen’s Real Assets platform. He participates in NGFF investment committee meetings as a non-voting member.

Prior to joining the firm in 2015, Derek worked with Salient Partners in New York as an equity analyst covering natural resource sectors and at UBS as a quantitative analyst. He began his career in 2005 at Wachovia in its investment banking division focused on structured products.

Derek graduated with an A.B. in Economics with certificates in Finance and Computational Mathematics from Princeton University and holds the CFA and CAIA designations.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA institute.

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