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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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Mutual fund account access

Nuveen Investor Services
1-800-257-8787
Press 1 for Mutual Funds

Online account access

TIAA-CREF fund account information

TIAA Investor Services
1-800-223-1200
Press 1, then 2

Closed-end fund account access

Nuveen Investor Services
1-800-257-8787
Press 2 for Closed-End Funds

Online account access

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By clicking on the continue button below, you will be taken to the Funds’ transfer agent and shareholder services website, provided by a third party. This third party is responsible for bookkeeping, data processing and administrative services for the maintenance of the Funds’ shareholder accounts.
By clicking on the continue button below, you will be taken to the Funds’ transfer agent and shareholder services website, provided by a third party. This third party is responsible for bookkeeping, data processing and administrative services for the maintenance of the Funds’ shareholder accounts.