0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
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 tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?
U.S. financial professional?
Stay on our U.S. financial professional site
Contact Nuveen
(Up to 600 characters)
Please check reCaptcha to continue
*Indicates Response Required
Thank You

Thank you for your message. We will contact you shortly.

Margot A. Kleinman

  • Senior Research Analyst
Margot Kleinman

About Margot A. Kleinman

Margot is a senior research analyst and team manager for the municipal fixed income team at Nuveen. She is responsible for conducting credit analysis and providing trade recommendations for credits in the charter school, higher education and private secondary education sectors. She also manages a team of research analysts within the broader municipal fixed income team.

Prior to joining the firm in 2009, Margot was a municipal credit analyst on the higher education and not-for-profit ratings team at Moody’s Investors Service. She started in the investment industry in 2002.

Margot graduated with a B.A. from the University of Pennsylvania and a M.P.A. from New York University.

Footer Arc Background

Discover

Investing

Our Company

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

Nuveen provides investment advisory solutions through its investment specialists. Nuveen Securities, LLC, member FINRA  and SIPC  .

The information on this website is intended for U.S. residents only. If you are a non-U.S. resident, please visit the Global section of our website www.nuveen.com/global  . The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

NOT FDIC INSURED         MAY LOSE VALUE         NO BANK GUARANTEE

© 2021 Nuveen, LLC. All rights reserved.

GBI-1867213CR-E1021P

You are about to access our website for visitors outside of the United States.

Continue

You are about to access our website for Nuveen Global Cities REIT

Continue

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.
Continue

The Nuveen website for institutional investors is available for you.

Continue

You are about to access our website for visitors outside of the United States.

Continue
Contact us
Contact us
Back to Top