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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 Plans

Savings add up calculator

529 savings adds up tool

See how your savings add up!

By using this calculator, you’ll get a quick estimate of how much you can save towards your child’s tuition with a 529 savings plan.

 

This calculator assumes a 6% annual investment return. A 1.3%, 1.6%, and 2.1% annual tuition growth, compounded annually for Public two-year school (instate) - commuting, Public four-year school - living on campus, and Private four-year school - living on campus, respectively. Annual contribution will assume the sum of 52 weekly contributions and will be calculated at the start of the year, not the end. Interest calculations will consider the full year of contributions. Total tuition is the adjusted tuition rate, summed for the total number of years specified by the college type (ex: 4 year public school is $22,690 for 4 years). Public two-year school (instate) - commuting (Cost $3,800 annually), Public four-year school (instate) - living on campus (Cost $22,690 annually), Private four-year school - living on campus (Cost $51,690 annually). The tuition rates for each college type are averages from The College Board, "Trends in College Pricing 2021.

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