0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
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 tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?

Mike Taggart, CFA

  • Head of Closed-End Fund Research

About Mike Taggart

Mike works in Nuveen’s structured products group and oversees Nuveen’s CEF research efforts, which includes providing secondary market support for Nuveen’s family of closed-end funds.

Prior to joining the firm, Mike was the head of U.S. closed-end fund research at Morningstar, where he published articles covering all aspects of CEF evaluation and use in portfolios. During that time he was a frequent panelist at industry conferences and webinars. Prior to that, Mike was a senior equity analyst, providing research on consumer goods and retail companies. During his time on the equity research team, Mike also covered capital markets and IT services firms. Before joining Morningstar, Mike worked in institutional equity sales and. He began working in the investment industry in 1998.

Mike graduated with a bachelor’s in History from Virginia Tech, a master’s in Russian History from the University of Illinois at Chicago, and an M.B.A. from Northwestern University’s Kellogg Graduate School of Management. He also holds the CFA designation.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us