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.
Quickly evaluate different MFs, CEFs and ETFs against one another
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
Thank you for your message. We will contact you shortly.
Closed-end fund distributions
Closed-end funds are managed with the goal of delivering regular income or distributions. Watch the video to learn more about the two common approaches to distribution management.
Weekly Fixed Income Commentary Treasury yields decline on stalling growth momentum
U.S. Treasury yields declined across the yield curve last week, led by longer maturities.
Weekly CIO Commentary From pain to gain: midyear outlook preview
Although the news trended in a negative direction last week, stocks held their ground and eked out modest gains, with the S&P 500 Index climbing 0.2%.
Municipal Bonds Municipal bonds: Higher yields and attractive valuations offer opportunity
After a significant recovery during May, June and July, the municipal bond market has been trading sideways.
Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested.
Please be advised, this content is restricted to financial professional access only.