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TOOLS
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.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
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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Sarah Prince
- Chief Financial Officer, Arcmont Asset Management
About Sarah Prince
Sarah Prince is Chief Financial Officer of Arcmont Asset Management, an investment specialist of Nuveen.
Prior to joining Arcmont, Sarah was a Senior Manager in BlueBay’s Private Debt group where she worked from 2016. Prior to BlueBay, Sarah worked as Head of Financial Control at Renshaw Bay LLP with a focus on Real Estate Debt Funds. Before joining Renshaw, Sarah held various roles within finance at the Bank of England.
Sarah is an FCA, having qualified as a Chartered Accountant in 2007, and holds a Master’s in Chemistry from Oxford University.
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