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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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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Coronavirus: navigating the global economic impact

As the coronavirus continues to spread around the world, so too does economic uncertainty and global financial market volatility. Yet, investors’ long-term goals and plans have not shifted. Explore our latest insights below about how to navigate what’s happening, along with suggestions for what to expect and what to do.

Latest insights

Product updates from our investment teams

To help clients stay informed about current market conditions, our portfolio managers share thoughts on the environment, performance over the quarter and where they are positioning portfolios.

View expanded commentaries for the strategies below.

Mutual funds and separately managed accounts are different types of investment vehicles with different expense structures and different inflows/outflows and distribution requirements. Please refer to the product pages for more information.

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional have no sales charge and may be purchased by specified classes of investors.



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