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.
Jon A. Loth, CFA
- Co-head of Global Small Cap Portfolio Management
About Jon A. Loth
Jon Loth is Co-head of Global Small Cap Portfolio Management and a portfolio manager of Nuveen’s Small Cap Growth Opportunities and Small Cap Select strategies and related institutional portfolios. His primary coverage responsibilities include healthcare, financials, REITs and utilities.
Jon started managing Small Cap Growth Opportunities in 2007. He previously was an equity research analyst covering the healthcare sector for the same team. Prior to joining the firm in 2004, he was an equity analyst covering healthcare and consumer-oriented stocks for large-, mid- and small-cap growth portfolios at Sit Investment Associates. Jon also served four years as the manager of Sit Investment’s domestic equity trading desk. Jon began working in the investment industry in 1994.
He graduated with a B.S. in Finance from the University of Minnesota’s Carlson School of Management. Jon holds the CFA designation and is a member of the CFA Institute and the CFA Society of Minnesota.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA institute.
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
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Global Cities REIT
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.The Nuveen website for institutional investors is available for you.
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)