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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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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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Nuveen fund holdings: (13)
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Nuveen tools

Portfolio review

Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETfs

portfolio review
Fund compare

Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETfs

fund compare
Municipal bond ladder

Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETfs

municipal bond ladder tool
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