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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
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Lisa Wang

  • Research Analyst, Portfolio Manager
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About Lisa Wang

Lisa is an active research analyst for Nuveen’s equities team and serves as a portfolio manager for an emerging markets strategy. She covers consumer stocks within Asia and emerging markets.

Prior to joining the firm in 2014, Lisa worked at Asian Century Quest Capital, an Asia focused long-short fundamental strategy hedge fund. Prior to that, she also worked as an investment banker.

Lisa graduated with a B.A. from Peking University and an M.B.A. from Stanford University.

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