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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.
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
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Lei Liao, CFA
- Equity Index Portfolio Manager
About Lei Liao
Lei is a portfolio manager for Nuveen’s equity index team. He has portfolio management responsibilities for all equity index, social choice equity, and equity ETF strategies.
Lei joined the firm in 2012. His previous experience includes several years at Northern Trust Corp. as a senior equity portfolio manager.
He graduated with an M.B.A. from the Ross Business School at the University of Michigan. He also holds the CFA designation.
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