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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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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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For decades, Nuveen has partnered with leading financial professionals to help deliver better client outcomes. Let our experienced group of subject matter experts share valuable insights designed to deliver meaningful solutions for your practice.

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Resources Turning tax concerns into planning opportunities
Visibility into what is scheduled to change at the end of 2025 creates opportunities to minimize investors' taxes over the next three years and beyond.
Resources A multiyear portfolio tax strategy
The opportunity to continue to take advantage the Tax Cuts and Jobs Act (TCJA) provisions while also preparing for their potential elimination.
Resources Managing retirement income: Addressing sequence of return risk
Volatile markets are unnerving for many investors; newly minted retirees find them particularly worrisome because of sequence of return risk: the risk of receiving lower or negative returns early in a period when withdrawals are made from an investment portfolio.

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