NMTRX Fund Comparisons

NMTRX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VOHIX, AFTEX, SWNTX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
NMTRX
Name
Municipal Total Return Managed Accounts Portfolio
Type
Mutual Fund
Originator
Nuveen
Asset class
fixed_income
Net expense ratio
0.01%
AUM
$1.5B

Comparable Funds

FundQuant reviewed 443 active searchable funds, 42 ETFs, 401 mutual funds and returned 3 comparable funds for NMTRX.

  1. VOHIX - Vanguard Ohio Long-Term Tax-Exempt Fund (Mutual Fund; Vanguard; fixed_income; Strong Fit; fit score 88)
  2. AFTEX - TAX EXEMPT BOND FUND OF AMERICA (Mutual Fund; Capital Group / American Funds; fixed_income; Strong Fit; fit score 92)
  3. SWNTX - Schwab Tax-Free Bond Fund (Mutual Fund; Schwab; fixed_income; Strong Fit; fit score 91)

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

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