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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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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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James W. Valone, CFA
-
Senior Managing Director
- Fixed Income Portfolio Manager
- Wellington Management
About James W. Valone
James W. Valone, CFA senior managing director, fixed income portfolio manager and chair of Wellington Management’s Emerging Markets Debt Strategy Group. James and his team manage client portfolios invested in the emerging debt and currency markets. Jim has more than 20 years of experience in the industry. Prior to joining Wellington Management in 1999, Jim was an emerging markets debt portfolio manager at Baring Asset Management (1997 – 1999). He also worked at Fidelity Investments as an emerging markets debt portfolio manager and regional analyst covering Latin America (1989 – 1997) and at Northwest Quadrant, Inc. in Newport Beach, California, where he was a portfolio manager (1985 – 1987). Jim received his MBA from the University of Chicago (1989) and his BA in economics from Pomona College (1985). Jim also holds the Chartered Financial Analyst designation.
Wellington Management Company, LLP is not affiliated with Nuveen, LLC.
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