Add funds

Fund 1

Fund 2

Fund 3

Fund 4

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

Image of Municipal bond investing ladder tool

Municipal Bond Ladder Tool

Learn how a laddered portfolio may perform in rising rate environments

Confirm your location and role

Location

Language

Role

Institutional Investor

Individual Investor

Financial Professional

Terms and Conditions

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.

Privacy notice

Accept to continue

(Up to 600 characters)

Please check reCaptcha to continue

*Indicates Response Required

Thank You

Thank you for your message. We will contact you shortly.

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

Wash Sale
The sale and repurchase of the same asset within 30 days. The IRS does not allow an investor to claim a tax loss on a wash sale.

Weighted Average Days to Expiration
Average days to expiration for all call options in the fund's portfolio, weighted by notional values.

Weighted Average Rating Factor (WARF)
A measure that is used by credit rating companies to determine the credit quality of a portfolio. This measure allows rating companies to look at a portfolio as a single security and assign it a single rating. WARFs are usually calculated by rating companies for collateralized debt obligations (CDOs).

Wilshire U.S. Real Estate Securities Index^SM
The index is designed to measure U.S. publicly-traded real estate securities.