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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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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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Steps for how to share on your social media

Please check with your firm social media policy prior to posting on any social network.
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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?
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[Copy & paste text] Did you know…68% of investors feel #responsibleinvesting is a strategy that can help mitigate market risk?
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[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.

Plan sponsor resources

*Please note, certain content is intended for Financial Professional or Institutional Investor use only and Nuveen site registration may be required to view.

Risks and other important considerations

Investing involves risk; loss of principal is possible.

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

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