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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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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.

 
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Financial Professionals
800.752.8700
Account Owners
888.572.4652

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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The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy 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. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

Nuveen provides investment advisory solutions through its investment specialists. Nuveen Securities, LLC, member FINRA  and SIPC  .

The TIAA group of companies does not provide legal or tax advice. Please consult your legal or tax advisor.

The information on this website is intended for U.S. residents only. If you are a non-U.S. resident, please visit the Global section of our website www.nuveen.com/global  . The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

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