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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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Quickly evaluate different MFs, CEFs and ETFs against one another
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Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Joseph O'Flaherty
- Portfolio Manager, Senior Research Analyst
About Joseph O'Flaherty
Joe is a portfolio manager and senior research analyst in Nuveen’s equity team, specializing in the changing financial landscape and changing energy landscape themes. He manages the Internaional Growth strategy.
Joe joined the firm in 2009 as a research associate focused on international equities. Previously, he was a financial analyst in the telecommunications industry. He also worked as an equity and fixed income trader with Howard Capital Management for eight years. Joe began working in the investment industry in 2000.
Joe graduated with a B.A. from the University of California, Santa Barbara and an M.B.A. from Pepperdine University.
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