FORCX Mutual Fund

FORCX Mutual Fund (Nuveen Oregon Intermediate Municipal Bond Fund Class I) is managed by Nuveen with $197.7M in net assets. FORCX expense ratio is 0.60%, holding 186 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 1997-08-08.

FORCX performance shows a YTD return of -0.15%. The 1-year return is 0.57% and the 5-year return is 0.70%. FORCX dividend yield stands at 3.08%, paid monthly.

FORCX top holdings include Oregon Das Lottery Rev 26A 5.000% 04/01/2044 (2.3%), State Of Oregon Department Of Transportation 4 11/15/2039 (2.1%), Oregon State Facilities Authority Dv&dp 08/01/2034 (2.1%), Oregon St Hlth & Science Univ Regd N/C V/R B/E 5.00000000 (1.8%), Washington County, Oregon, General Obligation Bonds, Full Faith & Credit Obligation Series 2025 5 2042-06-01 (1.7%). Go to all FORCX holdings, FORCX sectors, or FORCX dividends.

FORCX can be compared against other funds. Use FORCX overlap to find shared positions, or FORCX vs another fund for a side-by-side view. FORCX alternatives are available via the screener, along with tax-loss harvesting opportunities.