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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.
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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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Striving for digital excellence

As part of our mission to make an enduring impact on our world, we believe that everyone should be able to access Nuveen’s digital products and services. That’s why we stay up to date on the most recent accessibility guidelines and usability best practices and take your feedback into serious consideration.

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Our goal is to meet the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards established by the World Wide Web Consortium (W3C). We are actively taking steps to implement these guidelines across all of our digital experiences to ensure seamless consistency.

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