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
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Weekly Equity Market Commentary Equities stalked by hawks, bears and Omicron
The spread of the newest COVID-19 variant, Omicron, resulted in a selloff in developed equity markets last week.
Weekly Fixed Income Commentary Treasury yields mixed on concerns over COVID-19 and economic growth
The U.S. Treasury curve flattened sharply last week, as COVID-19 and economic growth concerns weighed on long-end yields and more hawkish Fed rhetoric supported front-end yields.
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