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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Anne Philpott, CFA
- Managing Director, Junior Capital and Private Equity
About Anne Philpott
Anne is a managing director on the Private Equity and Junior Capital Solutions team at Churchill. Anne is actively involved in sourcing and executing investments in junior capital and equity co-investments, as well as investments in private equity funds.
Prior to her current position, Anne worked in TIAA’s Private Debt Placements group focused on investment grade debt originations and underwriting.
Anne graduated with a B.S. in Economics from the University of Pennsylvania. She is a CFA charter holder and a member of the CFA Institute.
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