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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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Resources The tax times have changed
The recent period of near-zero interest rates, a climbing stock market and tax relief is ending. These changes, while seemingly unwelcome, also bring some silver linings for clients – as well as an opportunity for advisors.
Resources Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring AUM. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
Resources Four Simple Steps to Upgrade Your Digital Strategy
In today’s virtual world, the success of your overall growth strategy increasingly depends on the digital components.

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