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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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Jonathan S. Spencer
- President, Chief Investment Officer, Gresham Investment Management, LLC
About Jonathan S. Spencer
Jonathan is the president and CIO of Gresham Investment Management, LLC, a Nuveen affiliate, and is responsible for the day-to-day investment and operational activities of Gresham.
Jonathan graduated with a B.S. in Management Information Systems from the State University of New York at Buffalo. He is a member of the Family Office Exchange and the New York Society of Security Analysts. He authored the chapter “Balancing Act – The Art of Asset Allocation” on asset allocation in the book Wealthy And Wise.
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