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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Quickly evaluate different MFs, CEFs and ETFs against one another
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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Separately Managed Accounts
Intermediate ESG Municipal
The portfolio focuses on total return and tax-exempt income while seeking to invest in municipal issuers that are leaders in environmental, social and governance (ESG) practices or that use proceeds aligned with positive social or environmental impact.
Asset class: ESG Municipal fixed income
For term definitions and index descriptions, please access the glossary in the footer.
At a glance
|Benchmark||Bloomberg 3-15 Year Blend (2-17) Municipal Bond Index|
|Number of positions||8-15|
|Average duration target (years)||4-7|
|Average maturity target (years)||5-12|
|Average credit quality target||AA|