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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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Dave Lamb
- Head of Closed-End Funds
About Dave Lamb
Dave is Head of Closed-End Funds at Nuveen and has worked in the investment management business since he joined the firm in 1991. Dave leads the closed-end fund product management and development efforts at Nuveen. He is also responsible for outside relationships related to closed-end funds and acts as a liaison to national exchanges, primary contact for the analyst community and institutional investors, and is current Chair of the Investment Company Institute’s Closed-End Fund Committee.
Dave graduated with a B.S. in Finance from the University of Illinois. He has passed the certified public accountant exam and holds the FINRA Series 7, 24 and 56 securities registrations.
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