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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.

Tools are currently unavailable for use on mobile. Please visit the desktop site.

Fund Compare

Quickly evaluate different MFs, CEFs and ETFs against one another

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
Making an impact: A financial professional’s guide to the responsible investing opportunity	CFP, IWI	Register now	Financial Professional	PDF
Make an impact: Help position your portfolio for tomorrow’s economy			Investor	PDF

Responsible investing

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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.