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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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Construct purposeful portfolios

Understanding your clients’ goals and designing the appropriate portfolio to help achieve them is one of the most important things you do. Our resources are designed to equip you with the education and support necessary to implement a powerful, consistent process for aligning portfolios with the goals of your clients.

Program Continuing education credits (1 hr) On-demand Audience Abstract
Construct purposeful portfolios
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Responsible investing

Overview
Incorporating responsible investing into your practice can help to attract and retain clients, as well as keep you competitive amongst your peers. Utilize this program as a starting place or opportunity to more deeply engage in responsible investing.

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