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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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Tax information

Form 1099-DIV

Taxable distributions are reported to you on Form 1099-DIV. The tax character of each year’s distribution as a percent of each year’s total distribution is listed below:

 

1099 BOX 1A 1B 2A 2B 3 5
YEAR TOTAL ORDINARY DIVIDENDS QUALIFIED DIVIDENDS CAPITAL GAINS UNRECAPTURED §1250 GAIN RETURN OF CAPITAL §199A DIVIDENDS-NON-QUALIFIED
2022 0.00% 0.00% 0.00% 0.00% 100.00% 0.00%
2021 0.00% 0.00% 0.00% 0.00% 100.00% 0.00%
2020 3.09% 3.44% 0.00% 0.00% 96.91% 96.56%
2019 14.57% 2.88% 22.58% 1.24% 62.85% 97.12%
2018 60.02% 0.00% 0.00% 0.00% 39.98% 100.00%

Learn more about the tax benefits for REIT investors

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