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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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Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Advisor Education
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. To grow into the future, you need a clear plan to meet the challenges of shifting wealth demographics —your future clients. And it's not just about client acquisition. Diverse perspectives and an inclusive culture can lead to greater innovation, more effective decision-making and better results for your business. The significant challenge for team leaders, then, is to create a culture of inclusion.
Inclusive teams make business decisions 2x more quickly and with better results 87% of the time.*
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*Larson, Eric. "New Research: Diversity + Inclusion = Better Decision Making At Work.” Forbes, 2017.
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