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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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529
education
savings plans


529 education savings plans are state-sponsored, tax-advantaged accounts designed to help investors save for education expenses. Explore the MI 529 Advisor plan, the only financial professional-sold 529 plan that offers Michigan residents a state income tax deduction on contributions, and the Scholars Choice Education Savings Plan, one of the largest financial professional-sold 529 plans that offers state tax benefits for Colorado residents. Both plans offer:

529 plans

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