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.
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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This site and all the information contained herein is general and/or educational in nature. Individuals should consult an investment advisor before making any investment decisions. By using the site I agree to the applicable terms for Financial Intermediaries, Institutional Investors and Individuals.
Tax information for investments in Nuveen's closed-end funds, exchange-traded funds and mutual funds will be available in mid-February on our site. In addition, beginning mid-February we will send tax information directly to shareholders registered with Nuveen as well as broker-dealers who then distribute tax information to investors holding shares in street name.
If your account statements and fund distributions come directly from the Nuveen funds you may view your account and tax documents via the Client Access page.
For shares acquired on or after January 1, 2012, you may elect a cost basis method to apply to all existing and future accounts you may establish. The cost basis method you select will determine the order in which shares are redeemed and how your cost basis information is calculated and subsequently reported to you and to the Internal Revenue Service. Please consult your tax advisor to determine which cost basis method best suits your specific situation. If you hold your account directly with the funds, please contact Nuveen Investor Services at (800) 257-8787 for instructions on how to make your election. If you hold your account with a financial intermediary, please contact that financial intermediary for instructions on how to make your election.
Mutual Funds
Regular Mail:
Nuveen Funds
PO Box 219140
Kansas City, MO 64121-9140
Overnight or Courier Service:
Nuveen Funds
430 W. 7th St., Suite 219140
Kansas City, MO 64105-1407
If you hold your account directly with the funds and do not elect a cost basis method, your account will default to the average cost basis method.
Closed-End Funds
Regular Mail:
Nuveen
P.O. Box 43071
Providence, RI 02940-3071
Overnight or Courier Service:
Nuveen
c/o Computershare
250 Royall Street
Canton, MA 02021
If you hold your account directly with the funds and do not elect a cost basis method, your account will default to the first in first out (FIFO) basis method.
