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.
Quickly evaluate different MFs, CEFs and ETFs against one another
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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MI 529 Advisor Plan
MAP cares about your privacy
MAP considers your privacy to be a fundamental aspect of its relationship with you, and MAP strives to maintain the confidentiality, integrity and security of your non-public personal information (“Personal Information”). To ensure your privacy, MAP has developed policies that are designed to protect your Personal Information while allowing your needs to be served.
Information MAP may collect
In the course of providing you with products and services, MAP may obtain Personal Information about you, which may come from sources such as account application enrollment and other MAP forms, from other written, electronic, or verbal communications, from account transactions, from a Selling Institution, and/or from information you provide on the MAP website.
You are not required to supply any of the Personal Information that MAP may request. However, failure to do so may result in MAP being unable to open and maintain your Account, or to provide services to you.
How your information is shared
MAP does not disclose your Personal Information to anyone for marketing purposes. MAP discloses your Personal Information only to those service providers, affiliated and non-affiliated, who need the information for everyday business purposes, such as to respond to your inquiries, to perform services, and/or to service and maintain your account. This applies to all of the categories of Personal Information that MAP collects about you. The affiliated and non-affiliated service providers who receive your Personal Information also may use it to process your transactions, provide you with materials (including preparing and mailing prospectuses and reports and gathering shareholder proxies), and provide you with account statements. These service providers provide services to MAP, and under their respective service agreements, they are required to keep your Personal Information confidential and to use it only for providing the contractually required services. MAP’s service providers may not use your Personal Information to market products and services to you except in conformance with applicable laws and regulations. MAP also may provide your Personal Information to your respective Selling Institution, custodian, and/or to your Financial Professional.
Security of your information
MAP maintains your Personal Information for as long as necessary for legitimate business purposes or otherwise as required by law. In maintaining this information, MAP has implemented appropriate procedures that are designed to restrict access to your Personal Information only to those who need to know that information in order to provide products and/or services to you. In addition, MAP has implemented physical, electronic and procedural safeguards to help protect your Personal Information.
Privacy and the internet
The Personal Information that you provide through the MAP website is handled in the same way asthe Personal Information that you provide by any other means, as described above. This section ofthe Notice gives you additional information about the way in which Personal Information that is obtained online is handled.
©2023 TIAA-CREF Tuition Financing, Inc.
The MI 529 Advisor Plan (MAP) is offered by the State of Michigan. TIAA-CREF Tuition Financing, Inc. (TFI) is the Program Manager and Nuveen Securities, LLC, member FINRA and SIPC, is the Distributor.
Before investing, carefully consider investment objectives, risks, charges, expenses, and other important information. For this and other information that should be read carefully, please read the MAP Plan Description. Also, consider whether your or your beneficiary’s home state offers any state tax or other benefits, such as financial aid, scholarship funds and protection from creditors, that are only available for investments in that state’s qualified tuition program.
Participation in MAP does not guarantee that the account's assets will be adequate to cover future tuition or other higher education expenses, or that your beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Investments in MAP are not guaranteed or insured and there is risk of investment loss.
This MAP website contains links to other websites. The MAP, TFI and Nuveen Securities, LLC are not responsible for the content of those other websites.
Please be advised, this content is restricted to financial professional access only.
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