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
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
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
Margot A. Kleinman
- Assistant Director of Research
About Margot A. Kleinman
Margot is the Assistant Director of Research for the municipal fixed income team at Nuveen. She is responsible for managing the municipal research team and also for conducting credit analysis and providing trade recommendations for credits in the charter school, higher education and private secondary education sectors.
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.
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register