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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.

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

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Municipal Bond Ladder Tool

Learn how a laddered portfolio may perform in rising rate environments

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Glossary

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z all

Hedge
A strategy used to manage investment risk. In investing, hedging often involves the purchase of an offsetting position, such as a put option or futures contract, to guard against the risk of a market decline.

Heritage Foundation Index - INDEX OF ECONOMIC FREEDOM
The Heritage Foundation Index of Economic Freedom measures the economic freedom of 186 countries based on trade freedom, business freedom, investment freedom, and property rights.

High-Yield Bond
A bond with a below investment-grade credit rating, BB or below. Because these bonds have a higher risk of default, they typically pay a higher rate of interest. Also known as junk bonds.

Hybrid Security
A hybrid security combines two or more different financial instruments. A hybrid security generally combines both debt and equity characteristics.