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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
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Retirement

Plan Profit (k)alculatorTM: Designed to provide a more accurate financial picture of your retirement plan business

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How profitable is your retirement plan business?

Get started now!

A plan profitability analysis may reveal a more accurate financial picture of your business and offer strategies to strengthen your retirement plan practice.

How can a profitability and benchmarking analysis help your practice?

  1. Determine whether a plan is providing the financial return you seek in your practice
  2. Better assess and refine your service model, cost structure and prospecting efforts
  3. Assist in segmenting your book of business to determine the most profitable plan profile
  4. Identify potential revenue opportunities
  5. Contribute to determining the valuation of your business
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The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

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