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TOOLS
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.
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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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MPI Target-date fund analysis

Review your options with an objective, unbiased analysis

Target-date comparison analysis can be a valuable tool in selecting and monitoring funds. However, not all target-date analyzers are created equal. The Department of Labor emphasizes the need for an objective process to evaluate investment options and Nuveen can help:

— Run a customized target-date analysis from a leading 3rd party industry tool, MPI TDF Radar
— Generate an unbranded final report that you can share with your plan sponsor client

To get started on a customized target-date analysis, please complete the following form:

* Indicates required fields.

Reports available to financial professionals only.

Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 866.802.6398.

Mutual fund investing involves risk; principal loss is possible. There is no guarantee the Funds’ investment objectives will be achieved and the target-date is an approximate date when investors may begin withdrawing from the Funds.

Nuveen Securities, LLC, member FINRA and SIPC.



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