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
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.
Municipal market: four themes to watch in 2023
Macroeconomic factors should come more into balance in 2023. Inflation should continue declining and the U.S. Federal Reserve is expected to decelerate the pace of rate hikes. This macro tailwind should help end the historic cycle of municipal bond outflows and contribute to a rally. Here are four things we suggest investors watch for this year, along with ideas for portfolio positioning.
Municipal Bonds Municipal market: How rates rise matters
As the U.S. Federal Reserve looks to normalize monetary policy and adopt a less accommodative stance, investors are concerned that bond yields will increase.
Municipal Bonds Municipal credit: resilient in times of uncertainty
Economic downturns have affected sectors differently.
Municipal Bonds Premium bonds
The potential benefits of purchasing premium bonds in a rising interest rate environment.
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register