Nuveen Wisconsin Municipal Bond FundFWIRX

MUTUAL FUNDNuveen
Type
Mutual fund
Peer group
Municipal bond
Net assets
$91.6M
Expense ratio
1.15%
1-year return
+4.6%
3 years, a year
+4.6%
5 years, a year
+1.7%
Holdings
89

What it aims to do.

The investment objective of the Fund is to provide you with as high a level of current interest income exempt from regular federal, Wisconsin state and, in some cases, Wisconsin local income taxes as is consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
Wisconsin Health and Educational Facilities Authority, Revenue Bonds, Marshfield Clinic Health System, Inc., Series 2017C9.37%
Wisconsin Housing and Economic Development Authority, Housing Revenue Bonds, Series 2019A3.80%
Wisconsin Housing and Economic Development Authority, Housing Revenue Bonds, Series 2023D3.36%
Wisconsin Health and Educational Facilities Authority, Revenue Bonds, Beloit Health System, Inc., Series 20203.08%
Wisconsin Health and Educational Facilities Authority, Wisconsin, Revenue Bonds, Rogers Memorial Hospital, Inc., Series 2019A3.03%
Virgin Islands Hotel Development Financing Corporation, Hotel Revenue Bonds Frenchmana's Reef Hotel Acquisition Project, Senior Lien Series 2025A-12.74%
Slinger Redevelopment Authority, Wisconsin, Lease Revenue Bonds, Police Station Project, Series 2025A2.63%
Port Authority of Guam2.48%
Wisconsin Housing and Economic Development Authority, Housing Revenue Bonds, Series 2022A2.26%
Wisconsin Housing and Economic Development Authority Multi Family Housing Bonds,Western Technical College Student Housing Project, Series 2013B2.19%

More on FWIRX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.