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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
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Closed-end funds
CEF insights from industry analysts
Live from the NYSE, two leading CEF industry analysts, Sangeeta Marfatia, Senior CEF Strategist at UBS, and Alex Reiss, Managing Director and Head of Research at Stifel, share their insights on:
- How their firms’ advisors use CEFs in portfolios
- What to consider when evaluating CEFs in today’s environment
- Areas of the market they find attractive
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