FOTAX Mutual Fund (Nuveen Oregon Intermediate Municipal Bond Fund Class A) is managed by Nuveen with $31.5M in net assets. FOTAX expense ratio is 0.83%, holding 172 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 1999-02-01.

FOTAX performance shows a YTD return of 1.45%. The 1-year return is 5.70% and the 5-year return is 0.83%. FOTAX dividend yield stands at 3.13%, paid monthly.

FOTAX top holdings include State Of Oregon Department Of Transportation 4 11/15/2039 (2.5%), Oregon St Hlth & Science Univ Regd N/C V/R B/E 5.00000000 (2.0%), Washington County, Oregon, General Obligation Bonds, Full Faith & Credit Obligation Series 2025 5 2042-06-01 (1.9%), Port Portland Intl Arpt Rev 23-29 5.000% 07/01/2029 (1.8%), Or Lanscd 4 06/15/2035 (1.8%). View all FOTAX holdings, sector breakdown, or dividend history.

FOTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.