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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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Account access requirements

Nuveen is committed to providing our clients with the information they need to make investment decisions. The Account Access System can be used by investors whose accounts are held at Nuveen (if you receive your account statements from Nuveen). If your account is not held at Nuveen, you should contact your financial consultant for account access availability. For more information, contact Nuveen Investor Services at 1-800-257-8787 from 9 a.m. to 7 p.m. Eastern Time, Monday through Friday.

The Account Access systems allow you to check your account balance, history, distribution information, and order forms as well as several other new features. Your current account number and PIN are required for web and telephone account access.

For your protection, the Account Access system requires that you use an 128 bit SSL (Secure Sockets Layer) browser. Browsers which qualify are Internet Explorer 4.x and higher, Netscape Navigator 4.x and higher, and AOL 4.0 or higher. The Account Access system will verify the browser type upon log-in. If a different browser level is required, the screen will automatically display options to download the browser of your choice. For more information, please review our privacy statement and Frequently Asked Questions.

*The Account Access System is serviced on weekends and may not be available from midnight Saturday to 6 a.m. Sunday, ET.

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