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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.
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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E-reports enrollment

 

It's easy to sign up to view Nuveen Fund Reports through the Internet. Registering for electronic delivery takes only a few minutes. Your registration process is based on how you receive your Fund statement.

If your Nuveen Fund dividends come directly to you from Nuveen
• Go to our  Enrollment Page
• Enter your social security number and e-mail address, then click Enroll.
• You should get a confirmation e-mail within 24 hours. If you do not, go back through these steps to make sure all the information is correct.
• Use this same process to change your registration information or cancel Internet viewing.

If your Nuveen Fund dividends are paid to your brokerage account:
• Go to  • Enter your personal 13-character enrollment number.
• You'll be taken to a page with several options. Select the New Enrollment-Create screen. Once there, enter your e-mail address and a personal, 4-digit PIN of your choice.
• Click Submit. Confirm the information you just entered is correct, then click Submit again.
• You should get a confirmation e-mail within 24 hours. If you do not, go back through these steps to make sure all the information is correct.
• Use this same process to change your registration information or cancel Internet viewing.

After signing up, you should get a confirming e-mail within 24 hours. If you don't receive this confirmation, you should go back through the steps to make sure all the information is correct. The email address you provide is strictly confidential and will only be used for notifications of shareholder information. 

 
 

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