FWIAX Mutual Fund

FWIAX Mutual Fund (Nuveen Wisconsin Municipal Bond Fund Class A) is managed by Nuveen with $76.5M in net assets. FWIAX expense ratio is 1.35%, holding 91 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1994-06-01.

FWIAX performance shows a YTD return of 0.43%. The 1-year return is 5.22% and the 5-year return is 0.27%. FWIAX dividend yield stands at 3.79%, paid monthly.

FWIAX top holdings include Wisconsin St Hlth & Eductnl Facs Auth Revenue (8.4%), Wisconsin Housing And Economic Development Authority, Housing Revenue Bonds, Series 2019a (3.3%), Wisconsin Health & Educational Facilities Authority 2052-12-01 (3.1%), Matching Fund Special Purpose Securitization Corporation, Virgin Islands, Revenue Bonds, Series 2022A (3.0%), Wisconsin Housing And Economic Development Authority, Housing Revenue Bonds, Series 2023D 5 2057-11-01 (3.0%). Go to all FWIAX holdings, FWIAX sectors, or FWIAX dividends.

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