FOTAX Mutual Fund

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 180 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 1999-02-01.

FOTAX performance shows a YTD return of -0.40%. The 1-year return is 3.74% and the 5-year return is 0.33%. FOTAX dividend yield stands at 3.16%, paid monthly.

FOTAX top holdings include State Of Oregon Department Of Transportation 4 11/15/2039 (2.3%), State Of Oregon Housing & Community Services Department 2.500000% (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 (1.8%), Or Lanscd 4 06/15/2035 (1.7%). Go to all FOTAX holdings, FOTAX sectors, or FOTAX dividends.

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