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Nuveen Oregon Intermediate Municipal Bond Fund (FOTAX)
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9.73 - YTD Return -0.06%
- Expense Ratio 0.63%
- Category Muni Single State Interm
- Last Cap Gain -8.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 180.67M
- Beta (5Y Monthly) 0.79
- Yield 2.45%
- 5y Average Return --
- Holdings Turnover 18.00%
- Last Dividend 0.08
- Inception Date Aug 8, 1997
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.
Nuveen
Fund Family
Muni Single State Interm
Fund Category
180.67M
Net Assets
1997-08-08
Inception Date
Performance Overview: FOTAX
Trailing returns as of 4/23/2024. Category is Muni Single State Interm.
People Also Watch
FRORX Franklin Oregon Tax Free Income Fund
10.37
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ETORX Eaton Vance OR Municipal Income A
7.91
-0.13%
SHORX Western Asset Oregon Municipals A
9.51
-0.11%
ORTFX Aquila Tax-Free Trust of Oregon A
10.26
-0.10%
FORIX Franklin Oregon Tax Free Income Fund
10.54
0.00%
SORLX Western Asset Oregon Municipals C
9.47
-0.11%
ORTCX Aquila Tax-Free Trust of Oregon C
10.26
0.00%
FORCX Nuveen Oregon Intermediate Municipal Bond Fund
9.74
-0.10%
ORTYX Aquila Tax-Free Trust of Oregon Y
10.25
-0.10%
FJMNX Nuveen Minnesota Municipal Bond A
10.69
0.00%
CMBFX Columbia Oregon Itmt Muncpl Bd Inst
11.50
-0.09%
COEAX Columbia Oregon Itmt Muncpl Bd A
11.50
-0.09%
VBITX Vanguard Short-Term Bond Idx I
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0.00%
FFEIX Nuveen Dividend Value A
14.62
+0.34%
Holdings: FOTAX
Sector Weightings
SectorFOTAX
Energy 100.00%
Real Estate 0.00%
Consumer Cyclical 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Technology 0.00%
Communication Services 0.00%
Financial Services 0.00%
Utilities 0.00%
Industrials 0.00%
Healthcare 0.00%
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