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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
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Thomas J. Ray, CFA
- Portfolio Manager
About Thomas J. Ray
Tom is a portfolio manager and a credit analyst at Nuveen. Prior to this, he was Co-Head of Fixed Income, a portfolio manager and credit analyst at Nuveen affiliate, NWQ Investment Management Company, LLC.
Prior to joining NWQ in 2015, Tom most recently served as Chief Investment Officer, President and founding member of Inflective Asset Management, LLC, a boutique investment firm specializing in convertible securities. Prior to founding Inflective, he also served as portfolio manager at Transamerica Investment Management.
Tom graduated with a B.B.A. in Finance, Investment & Banking and an M.S. in Finance from the University of Wisconsin. He holds the CFA designation and is a member of the CFA Institute.
Featured funds managed by Tom Ray
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