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 91 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1997-02-25.

FWIRX performance shows a YTD return of 0.64%. The 1-year return is 5.50% and the 5-year return is 0.48%. FWIRX dividend yield stands at 3.97%, paid monthly.

FWIRX 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 FWIRX holdings, FWIRX sectors, or FWIRX dividends.

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