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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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Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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A plan profitability analysis may reveal a more accurate business financial picture
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Learn how a laddered portfolio may perform in rising rate environments
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Reorganizations

For pending reorganizations, proxy mailings will be delivered to shareholders of the acquired funds as shareholder approval is required to reorganize the acquired fund into the acquiring fund. Listed below are the pending and past reorganizations.

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