FWIRX Mutual Fund

FWIRX Mutual Fund (Nuveen Wisconsin Municipal Bond Fund Class R) is managed by Nuveen with $67.6M in net assets. FWIRX expense ratio is 1.15%, holding 89 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1997-02-25.

FWIRX performance shows a YTD return of 2.13%. The 1-year return is 7.21% and the 5-year return is 1.14%. FWIRX dividend yield stands at 3.96%, paid monthly.

FWIRX top holdings include Wisconsin St Hlth & Eductnl Facs Auth Revenue (9.4%), Wisconsin Housing And Economic Development Authority, Housing Revenue Bonds, Series 2019a (3.8%), Wisconsin Housing And Economic Development Authority, Housing Revenue Bonds, Series 2023D 5 2057-11-01 (3.4%), Wisconsin Health And Educational Facilities Authority, Revenue Bonds, Beloit Health System, Inc, Series 2020 (3.1%), Wisconsin St Hlth & Eductnl Facs Auth Revenue (3.0%). View all FWIRX holdings, sector breakdown, or dividend history.

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