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
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Municipal market volatility: Focus on the fundamentals
Persistently high inflation, rising interest rates and recession worries have dragged on global financial markets in 2022 — including municipal bonds. A look past the headlines, however, suggests that municipal bond fundamentals remain solid and strength in the market could be poised to renew. Here are five things investors should consider as they assess the state of the muni bond market.
Municipal Bonds Which states have lost or gained taxable income?
Under provisions of the Tax Cuts and Jobs Act of 2017 that are still in effect, the amount of state and local taxes (SALT) that can be deducted by individual taxpayers is limited to $10,000.
Municipal Bonds Municipal market: How rates rise matters
At its May meeting, the U.S. Federal Reserve increased rates another 25 basis points. Many investors feel we are at or near the peak rate for this tightening cycle.
Municipal Bonds Property, water and power impact muni bonds
Commercial real estate valuations for office space are declining in some markets, which may affect city property tax revenue.
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