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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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Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs

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Municipal Bond Ladder Tool

Learn how a laddered portfolio may perform in rising rate environments

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Tax-advantaged investing

Download 2023 taxable equivalent yields

It's not what you earn, it's what you keep^®

Interest rates are rising, financial markets have declined and tax rate increases are on the horizon. In this environment, there is opportunity to add value by considering tax-smart strategies for changing conditions. Nuveen invests in a range of tax-efficient asset classes and vehicles to help maximize after-tax outcomes and advance financial goals. Leverage our resources to address the current landscape and to learn more about the benefits of tax-efficient investing.

Resources to guide conversations around tax-advantaged investments

2023 taxable equivalent yields

Taxable equivalent yields help investors compare the potential returns of a taxable investment versus a tax-advantaged investment, such as a municipal bond fund. Use our tax tables to determine taxable equivalent yields based on your state and federal tax rates.

RESOURCE	LOCATION
2023 taxable equivalent yield table	National
2023 taxable equivalent yield table for California	California
2023 taxable equivalent yield table for Massachusetts	Massachusetts
2023 taxable equivalent yield table for Minnesota	Minnesota
2023 taxable equivalent yield table for New Jersey	New Jersey
2023 taxable equivalent yield table for North Carolina	North Carolina
2023 taxable equivalent yield table for New York State and City	New York City/State
2023 taxable equivalent yield table for New York State	New York State Only
2023 taxable equivalent yield table for Ohio	Ohio
2023 taxable equivalent yield table for Pennsylvania	Pennsylvania

Featured products

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional have no sales charge and may be purchased by specified classes of investors.

Featured insights

Municipal Bonds Municipal market: four themes to watch in 2023

Here are four things we suggest investors watch for this year, along with ideas for portfolio positioning.

Municipal Bonds Municipal market: How rates rise matters

At its May meeting, the U.S. Federal Reserve increased rates another 25 basis points. Many investors feel we are at or near the peak rate for this tightening cycle.

Fixed income Fixed income perspective: preferred securities

Preferred securities can offer higher income potential compared to other fixed income sectors.

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Tax information Municipal bonds Real estate Income 529 plans

¹ Nuveen traces its history back to 1898 and TIAA was founded in 1918.

² ANREV/INREV/NCREIF Fund Manager Survey 2022. Survey illustrated rankings of 143 fund managers globally by AUM as at 31 Dec 2021.

³ Nuveen, Morningstar Direct as of 31 Dec 2022. Based on total net assets of U.S. open end funds for the Nuveen Family of Funds and the TIAA CREF Funds, excluding exchange traded funds, money market funds and fund of funds. Based on a review of 630 fund families and 100 fund families with municipal bond assets.

⁴ Pensions & Investments, 06 Jun 2022. Rankings based on U.S. institutional tax-exempt assets under management as of 31 Dec 2021 reported by each responding asset manager; updated annually.

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Tax-advantaged investing

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