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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Quickly evaluate different MFs, CEFs and ETFs against one another
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Weekly Equity Market Commentary Equities stumble, but we see reasons for optimism
Labor Day week wound up being laborious for equities, as the wall of worry proved too difficult to climb.
Weekly Fixed Income Commentary Treasury yields rise, with heavy new supply across markets
U.S. Treasury yields rose slightly last week, despite strong auction demand, as market action was dominated by a robust new issuance calendar across asset classes.
Investment Outlook 2021 midyear outlook: Growth is peaking. What comes next?
We’re now at a point where we think the world is at or approaching peak economic and earnings growth for the current cycle, bringing new concerns about inflation, rising rates and fuller valuations.
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