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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
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Danielle M. Mahan
- Research Analyst
About Danielle M. Mahan
Danielle is a research analyst for Santa Barbara Asset Management.
Prior to joining the firm in 2017, Danielle was an analyst at PennyMac Financial Services, Inc. supporting the growth of the correspondent group. Preceding this, she worked as an associate analyst covering technology, media and telecommunications sectors at Relational Investors, LLC.
Danielle graduated with a B.A. in Economics from the University of California, Berkeley.
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