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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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Small stands tall in the face of inflation
Bigger isn’t always better.
Fed outlook continues to sway Treasury yields
U.S. Treasury yields were mixed as the market continues to push out the pricing for the first U.S. Federal Reserve rate cut, but risk sentiment was well supported
2024 outlook: Past the peak
We anticipate more tough sledding ahead, but with the lay of the land now in sharper relief, we can assess which portfolio allocation decisions offer the clearest path forward.
Investing involves risk, including the loss of principal.
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