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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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Xiong Lin, CFA, Ph.D.
- Portfolio Manager, Quantitative Analyst
About Xiong Lin
Xiong is a quantitative researcher and portfolio manager at Gresham Investment Management, an affiliate of Nuveen. He is responsible for managing Gresham’s systematic strategies and formerly for the active long-only commodity strategies.
Xiong graduated with a Ph.D. in Mathematics and M.S. in Science of Finance from the University of Illinois Urbana-Champaign. He also holds the CFA designation.
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