FOTAX : Nuveen Oregon Intermediate Municipal Bond Fund Class A

FOTAX is a Bond Market Municipal Bond with HIGH fees.

FOTAX

Nuveen Oregon Intermediate Municipal Bond Fund Class A

FI Score

36 /100

Expense Ratio Rating

4 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

36% FI Score
  • fotax
  • Mutual Fund
  • Bond
  • Municipal Bond

Nuveen Oregon Intermediate Municipal Bond Fund Class A

Expenses: 0.82% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide maximum current income that is exempt from both federal income tax and Oregon state income tax to the extent consistent with prudent investment risk. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in municipal bonds that pay interest that is exempt from regular federal and Oregon personal income tax.

Largest Holdings

Amount Holding
2.03% OREGON HEALTH SCIENCES UNIV REV 5%
1.95% WASHINGTON MULTNOMAH & YAMHILLCNTYS ORE SCH DIST NO 1J HILLSBORO 5%
1.84% OREGON ST FACS AUTH REV 4.12%
1.61% PORTLAND ORE WTR SYS REV 5%
1.49% BENTON & LINN CNTYS ORE SCH DIST NO 509J CORVALLIS 0%
1.37% HOOD RIVER CNTY ORE SCH DIST 4%
1.27% DESCHUTES & JEFFERSON CNTYS ORE SCH DIST NO 02J REDMOND 0%
1.23% OREGON ST DEPT TRANSN HWY USER TAX REV 5%
1.21% JACKSON CNTY ORE SCH DIST NO 005 ASHLAND 5%
1.18% PORTLAND ORE WTR SYS REV 4%
1.15% OREGON ST 5%
1.14% JACKSON CNTY ORE SCH DIST NO 005 ASHLAND 5%
1.13% PORTLAND ORE URBAN RENEWAL & REDEV 5%
1.13% MULTNOMAH CNTY ORE SCH DIST NO 007 REYNOLDS 5%
1.10% FOREST GROVE ORE REV 4.5%
1.09% PORTLAND ORE REV 5%
1.08% PORTLAND ORE SWR SYS REV 5%
1.05% MARION & POLK CNTYS ORE SCH DIST NO 24J SALEM 5%
1.04% GREATER ALBANY SCH DIST NO 8J ORE 5%
1.03% CLACKAMAS CNTY ORE SCH DIST NO 12 NORTH CLACKAMAS 5%
1.03% OREGON ST BUSINESS DEV COMMN REV 2.4%
1.02% CLACKAMAS & WASHINGTON CNTYS ORE SCH DIST NO 003 JT 5%
1.01% SALEM ORE HOSP FAC AUTH REV 5%
0.99% OREGON ST DEPT TRANSN HWY USER TAX REV 5%
0.98% OREGON ST DEPT TRANSN HWY USER TAX REV 5%

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