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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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Responsible investing

Responsible investing drives better outcomes for investors, our communities and the planet and is an integral part of our process. By embedding environmental, social, and governance (ESG) factors into investment research, due diligence, portfolio construction and ongoing monitoring, we seek to improve clients’ long-term performance and reduce risk.
 

$39B
in ESG-focused strategies1
5 decades
spent championing RI and building a better world
30+
dedicated RI professionals2
100%
of firm assets committed to the UN Principles for Responsible Investment3
Latest insights
Responsible Investing 2020 – 2021 Annual Responsible Investing Stewardship Report
Welcome to our 2020-2021 Responsible Investing Stewardship Report, which chronicles our active-ownership initiatives and the outcomes we achieved over the past year.
Responsible Investing
Helping our clients meet their Responsible Investing goals.
Responsible Investing Investing in tomorrow's world: Real estate sustainability report
The net zero carbon pathway is just one element of creating real estate that will allow people to thrive in tomorrow’s world.

Additional insights and resources

Investing involves risk, principal loss is possible.

1 As of 30 Jun 2021. Nuveen assets under management (AUM) is inclusive of underlying investment specialists. Totals may not equal 100% due to rounding.

As of 30 Jun 2021.

As of 30 Apr 2021. UN PRI, Nuveen Transparency Report, 2021, with reported data as of 31 Dec 2020. Nuveen assets under management is inclusive of underlying investment specialists.

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