TOOLS
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
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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James Sinople
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CFO and Treasurer, Global Cities
- Vice President, Director, Investment Accounting, Americas, Nuveen Real Estate
About James Sinople
Jim is the vice president and director of investment accounting for the Americas for the Nuveen Real Estate 3rd party reporting team, and is responsible for the oversight, accounting and reporting for over 20 funds and ventures. The funds are comprised of core and value-add real estate assets (including office, retail, industrial and multi-family residential properties), commercial mortgage investments and super-regional malls.
Prior to this role, Jim was a manager of an agriculture portfolio reporting for TIAA Investment’s subsidiaries where he contributed significantly to the ag team’s 2014 investment company adoption and the Yardi implementation for Real Assets. Prior to joining the firm, Jim served as a project controller in the energy and private equity industries. He also served in reporting and audit assurance roles at Time Warner Cable and Ernst and Young.
Jim graduated with a B.S. in Accounting from Florida Atlantic University and is a Certified Public Accountant.
Prior to this role, Jim was a manager of an agriculture portfolio reporting for TIAA Investment’s subsidiaries where he contributed significantly to the ag team’s 2014 investment company adoption and the Yardi implementation for Real Assets. Prior to joining the firm, Jim served as a project controller in the energy and private equity industries. He also served in reporting and audit assurance roles at Time Warner Cable and Ernst and Young.
Jim graduated with a B.S. in Accounting from Florida Atlantic University and is a Certified Public Accountant.