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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
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Alternatives
Opportunities in Real Assets
Whether you’re seeking to diversify a traditional income portfolio or augment an equity allocation, real assets offer distinct opportunities. Our real asset income strategy invests in companies involved in infrastructure and real estate investment trusts (REITs) around the world, offering the potential for attractive income that may also help hedge against inflation. Explore real opportunities in real assets.
Related articles
U.S. Treasury yields resumed their increase last week, with the 10-year yield rising 5 basis points, after U.S. and global economic data were stronger than expected.
Global equities were mixed last week, with U.S. markets faring better than their non-U.S. counterparts.
Municipal bond market performance continued to recover at an accelerated pace throughout the fourth quarter.
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