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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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Wellington
About Wellington
Founded in 1928, Wellington serves as an investment advisor to approximately 2,100 clients located in over 50 countries. Wellington Management is recognized for its expertise in international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors across the world. Wellington Management Company LLP, is a SEC-registered investment adviser and an independent and unaffiliated sub-adviser to Nuveen.
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