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
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Kate Cusack
Managing Director, Head - Production
About Kate Cusack
Kate is the Managing Director, Head of Production for Nuveen Green Capital – a leading provider of sustainable commercial real estate finance, managing the firm’s robust national origination platform and strategy. Her team of forty-five commercial real estate professionals works with building owners, developers, contractors, and other industry leaders and market influencers to improve their business returns through the use of Commercial Property Assessed Clean Energy (C-PACE). Kate combines her expertise in real estate loan finance with the mission of bringing clean energy solutions to commercial property owners.
Prior to joining Nuveen Green Capital in 2019, she spent the previous twelve years representing private equity funds in all manners of commercial real estate, including the representation of lenders and borrowers in senior and mezzanine loan financings, as well as buyers and sellers in real estate transactions.
Kate received her undergraduate degree from Georgetown University and her law degree from Seton Hall University School of Law.
