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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.
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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
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Dan Roberts
- Research Analyst, Portfolio Manager
About Dan Roberts
Dan is an active research analyst for Nuveen's equities team and serves as portfolio manager for an international strategy. He is responsible for following the U.S. and European media sectors. In addition, Dan runs the Global Consumer Strategy.
Prior to joining the firm in 2003, Dan was a sell-side analyst at Charterhouse Securities, ING and Commerzbank. He entered the investment industry in 1996.
Dan graduated with a double honors degree, a bachelor’s of Engineering and a bachelor’s of Commerce from Birmingham University in the U.K.
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