FOTAX Fund Comparisons

FOTAX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VCAIX, SWCAX, FAMAX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
FOTAX
Name
Nuveen Oregon Intermediate Municipal Bond Fund
Type
Mutual Fund
Originator
Nuveen
Asset class
fixed_income
Net expense ratio
0.63%
AUM
$237.4M

Comparable Funds

FundQuant reviewed 450 active searchable funds, 48 ETFs, 402 mutual funds and returned 3 comparable funds for FOTAX.

  1. VCAIX - Vanguard California Intermediate-Term Tax-Exempt Fund (Mutual Fund; Vanguard; fixed_income; Closest Fit; fit score 85)
  2. SWCAX - Schwab California Tax-Free Bond Fund (Mutual Fund; Schwab; fixed_income; Closest Fit; fit score 88)
  3. FAMAX - Nuveen Minnesota Intermediate Municipal Bond Fund (Mutual Fund; Nuveen; fixed_income; Closest Fit; fit score 93)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/FOTAX/comps