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.
Quickly evaluate different MFs, CEFs and ETFs against one another
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
Terms and Policy
Nuveen considers your privacy our utmost concern. In order to provide you with individualized service, we collect certain personal information about you from information you provide on applications or other forms (such as your contact details, address and/or social security (or equivalent) number), information about your account transactions with us (such as purchases, sales and/or account balances) or information you post on third-party websites such as LinkedIn, Facebook and other websites and apps. We may also collect such personal information through your account inquiries by mail, email, telephone, or use of our web site.
We do not disclose any personal information about you to anyone, except as required or permitted by law or stated in this policy. So that we may continue to offer you Nuveen products and services that best meet your investing needs, and to effect transactions that you request or authorize, we may disclose the information we collect, as described above in this policy, to companies that perform administrative or marketing services on our behalf, such as transfer agents, or printers and mailers that assist us in the distribution of investor materials. These companies will use this information only for the services for which we hired them, and are not permitted to use or share this information for any other purpose.
If you decide at some point either to close your account(s) or to become an inactive customer, we will continue to adhere to the privacy policies and practices described in our policy (as amended from time to time).
With regard to our internal security procedures, we restrict access to your personal and account information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards to protect your personal information.
Nuveen will gather personal information when you complete the Web Site registration form, subscribe to weekly commentary or other marketing collateral or order literature from the Web Site. We also collect general tracking information through our Web Site/Mobile Apps, such as which pages are viewed at which times, automatically through our web server software. The tracking information is used to give us a summary view of how our Web Site/Mobile Apps are used. Currently, we track IP addresses and Mobile App installation IDs of our users on the Web Site and within the Mobile Apps in order to provide us with information that will improve our services and help us analyze the data to determine customer interest.
We may conduct surveys regarding our products and services, including the operation of our Web Site/Mobile Apps. The information you provide is used only on an aggregated basis and is analyzed only to help improve our products and services and for company management and planning purposes. You will not receive communications as a result of your participation in one of our surveys unless you opt into such communications.
For residents of California, please click here .
For residents of the EU / UK, please click here .
For individuals located in Brazil, please click here / Para pessoas físicas localizadas no Brasil, por favor click aqui.
For information on our use of personal data in accordance with the Data Protection Law of the Cayman Islands, please click here .