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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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Trey Stenersen, CFA
- Chief Risk Officer
About Trey Stenersen
Trey is the chief risk officer for Nuveen.
Trey joined the firm in 2009 from Wells Fargo, where he worked in enterprise risk management, credit portfolio management and capital markets. Previously, he held positions in Prudential’s commercial mortgage area.
Trey graduated with a B.A. in Finance from Lehigh University and an M.B.A. in Finance from Duke University’s Fuqua School of Business. He also holds the CFA designation.
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