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
Jonathan Kloos
Senior Director, New Products
About Jonathan Kloos
With over 27 years’ experience, Jonathan Kloos is Senior Director, Lender Partnerships and New Products for Nuveen Green Capital. In this role, he leads NGC’s Principal Transactions function, supporting the Originations, Capital Markets and Credit teams on large balance loans. In addition, Jonathan oversees Nuveen Green Capital’s relationships with institutional mortgage lenders and originates and structures C-PACE loans of $50 million and up.
Jonathan began his career as an investment banker with Citigroup, working in venture capital, private equity and leveraged finance, transacting over $20 billion in deals. After transitioning to commercial real estate in 2005, he worked for a middle market mezzanine lender and boutique capital markets advisory firm, until he formed a joint venture with an institutional asset manager to provide commercial real estate bridge and construction loans as a principal.
Jonathan graduated with a BA in Economics, with Honors, from Cornell University.
