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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
Portfolio Review
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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Retirement
nextADVISOR: Your toolkit for bringing ESG investing to retirement plan committees
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[Copy & paste text] Did you know…investors recently surveyed about #responsibleinvesting have a positive impression about employers who have RI options on their retirement plan menu?
[Copy & paste text] Did you know…68% of investors feel #responsibleinvesting is a strategy that can help mitigate market risk?
[Copy & paste text] As an employer, are you looking for a way to retain younger workers? Consider adding ESG-embedded investment options to your retirement plan.
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