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.
Quickly evaluate different MFs, CEFs and ETFs against one another
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
Thank you for your message. We will contact you shortly.
- Portfolio Manager
About Casey Weston
Casey Weston is a portfolio manager and research analyst for Nuveen’s equities team focusing on mid cap growth companies.
Prior to joining the firm in 2014, he worked for Goldman Sachs.
Casey graduated with a B.S. in Business Administration with an emphasis in Finance from the University of Colorado.
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register