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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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
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Private assets: taking on the income and return challenges of today's market
The traditional asset classes that generated income and returns in the past can no longer be counted on to provide a repeat performance.
Why private assets?
- Traditional asset classes are yielding less while remarkably being more volatile. As a result, investors have reached for income in riskier asset classes. This could undermine their investment goals, which is why diversification must be at the heart of the decision-making process.
- While there is no silver bullet to address these concerns, there are ways to generate return and income without compromising on quality, volatility, or diversification.
- Expanding the investment universe to include private assets may bolster diversification and address volatility, inflation and interest rate concerns, while delivering desired outcomes.
Weekly Fixed Income Commentary Treasury yields decline on stalling growth momentum
U.S. Treasury yields fell last week, supporting core fixed income returns, though recession fears also drove price action.
Equities More pain or potential gain for equity markets?
Global equities were broadly positive in the second quarter, but the ride wasn’t entirely smooth.
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