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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Quickly evaluate different MFs, CEFs and ETFs against one another
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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Vivian Liu, Ph.D., CFA
- Quantitative Portfolio Manager
About Vivian Liu
Vivian Liu is a quantitative fixed income portfolio manager covering fixed income ETFs and short term bond strategies. She is also responsible for ETF portfolio activities, on-going quant investment strategies and quantitative tools and platform developments.
Prior to joining the firm in 2019, Vivian held various roles at Capital One Financial Corporate, JP Morgan Chase & Co., and most recently, MetLife Investment Management.
Vivian graduated with a Ph.D. in Electrical Engineering from University of Houston. She also holds the CFA designation.
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