Mutual Fund Insights: Nuveen WI Municipal Bond I Fund (FWIRX)

In-depth Analysis of Nuveen WI Municipal Bond I Fund (FWIRX)

3 months 6 months 1 year 3 year 5 year

See Nuveen WI Municipal Bond I Fund (FWIRX) performance details as of February 28, 2010

  

Last Trade: $10.38 on 3/19/2010, Change: +0.01 (0.1%)

  

Fund Manager - Scott R. Romans

Fund Manager Tenure: 6.4 years   [Similar Funds: FWIAX  FWIBX  FWICX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

Mr. Scott R. Romans has been the portfolio manager of several Nuveen funds since 2003. Currently Scott R. Romans manages 29 Nuveen-sponsored investment companies. Scott R. Romans has been Vice President of NAM since 2004, Portfolio Manager since 2003, and was, formerly, Assistant Vice President (2003-2004) and Senior Analyst (2000-2003).  Get more insights on Scott R. Romans

  

 What we like about Nuveen WI Municipal Bond I Fund (FWIRX)

Data for Nuveen WI Municipal Bond I Fund (FWIRX) as of February 28, 2010

• Nuveen WI Municipal Bond I Fund (FWIRX) management has been with Nuveen WI Municipal Bond I Fund for 6.4 years
• Nuveen WI Municipal Bond I Fund (FWIRX) has good mid-term performance (3-year return 3.83% vs 2.40 % Muni Single State Long category average)
• Nuveen WI Municipal Bond I Fund (FWIRX) has good Long-term performance (5-year return 3.94% vs 3.41 % Muni Single State Long category average)
• Nuveen WI Municipal Bond I Fund (FWIRX) ratio of up-years vs down years is greater than 2
• Nuveen WI Municipal Bond I Fund (FWIRX) has a Morningstar rating of 4 and above
• Nuveen WI Municipal Bond I Fund (FWIRX) has an annual stock turnover rate of 12.00% vs Muni Single State Long average of 19.68%. It is good that Nuveen WI Municipal Bond I management does not trade extensively for its return.
• Nuveen WI Municipal Bond I Fund (FWIRX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.61, lower than category average of 7.98
• Nuveen WI Municipal Bond I Fund (FWIRX) has a lower management fee than its Muni Single State Long average: 0.67% vs 1.03%
• Nuveen WI Municipal Bond I Fund (FWIRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Nuveen WI Municipal Bond I Fund (FWIRX)

Data for Nuveen WI Municipal Bond I Fund (FWIRX) as of February 28, 2010

• Nuveen WI Municipal Bond I Fund is a focused fund with 36.72% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Nuveen WI Municipal Bond I Fund (FWIRX) has a less-than-ideal short-term performance (1-year return 11.17% vs 13.50 % Muni Single State Long category average)

See Nuveen WI Municipal Bond I Fund (FWIRX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni Single State Long category?

Below are some additional Muni Single State Long mutual funds generated out of our database

• See top fund managers for Muni Single State Long Category Funds
• Browse other funds in Muni Single State Long Category

  

Nuveen WI Municipal Bond I Fund (FWIRX) Net Asset

Track net asset change of Nuveen WI Municipal Bond I fund (FWIRX)

Date	Net Asset
02/2010	$62.21M
01/2010	$2.33M
11/2009	$2.02M

More historic net asset information on Nuveen WI Municipal Bond I Fund (FWIRX)

  

Nuveen WI Municipal Bond I Fund (FWIRX) Portfolio Allocation

Track portfolio allocation change of Nuveen WI Municipal Bond I fund (FWIRX)

Date	Cash	Stock	Bond	Other
01/2010	0%	0%	100%	0%
10/2009	0%	0%	100%	0%
09/2009	0.97%	0%	99.03%	0%

Click here to see more historic asset allocation information on Nuveen WI Municipal Bond I Fund (FWIRX)

  

Most Recent Top 10 Holdings in Nuveen WI Municipal Bond I Fund (FWIRX)

Discover what Nuveen WI Municipal Bond I Fund (FWIRX) manager is buying

31-Jan-10 Wisconsin Ctr Dist 5.25% [5.45%] Puerto Rico Comwlth Hwy & Tran Rev 5.5% [4.5%] Southeast Wis Professional Bas Sale 5.5% [4.34%] Milwaukee Wis Redev Auth 5.125% [3.8%] Glendale Wis Cmnty Dev Auth 5% [3.45%] Milwaukee Wis Redev Auth 4.875% [3.42%] PUERTO RICO ELEC PWR AUTH PWR PWR REV B [3.36%] Puerto Rico Comwlth Hwy & Tran Rev 5.25% [3.22%] Neenah Wis Cmnty Dev Auth 5% [2.6%] Ashwaubenon Wis Cmnty Dev Auth 5.15% [2.58%]

31-Oct-09 Wisconsin Ctr Dist 5.25% [5.6%] Puerto Rico Comwlth Hwy & Tran Rev 5.5% [4.8%] Southeast Wis Professional Bas Sale 5.5% [4.6%] Milwaukee Wis Redev Auth 5.125% [3.95%] Glendale Wis Cmnty Dev Auth 5% [3.6%] Milwaukee Wis Redev Auth 4.875% [3.56%] Puerto Rico Elec Pwr Auth 5% [3.52%] Puerto Rico Comwlth Hwy & Tran Rev 5.25% [3.36%] Neenah Wis Cmnty Dev Auth 5% [2.72%] Ashwaubenon Wis Cmnty Dev Auth 5.15% [2.7%]

30-Sep-09 Wisconsin Ctr Dist 5.25% [5.72%] PUERTO RICO COMWLTH HWY & TRAN REV BDS [4.8%] Southeast Wis Professional Bas Sale 5.5% [4.61%] Milwaukee Wis Redev Auth 5.125% [3.88%] Glendale Wis Cmnty Dev Auth 5% [3.58%] Puerto Rico Elec Pwr Auth 5% [3.52%] Milwaukee Wis Redev Auth 4.875% [3.51%] Puerto Rico Comwlth Hwy & Tran Rev 5.25% [3.47%] Neenah Wis Cmnty Dev Auth 5% [2.71%] Ashwaubenon Wis Cmnty Dev Auth 5.15% [2.65%]

Click here for Stock Holding Change Map in Nuveen WI Municipal Bond I Fund (FWIRX)

  

Related books and products to Nuveen WI Municipal Bond I Fund (FWIRX)

  

Latest News on Nuveen WI Municipal Bond I (FWIRX)

See what is happening with Nuveen WI Municipal Bond I Fund (FWIRX)

Yahoo! Finance: RSS feed not found See more news on Nuveen WI Municipal Bond I Fund (FWIRX)

 

Books and Resources

 

 

See more information on Nuveen WI Municipal Bond I Fund (FWIRX)

• Nuveen WI Municipal Bond I Fund Insights
• Nuveen WI Municipal Bond I Fund Performance Data
• Nuveen WI Municipal Bond I Fund News
• Nuveen WI Municipal Bond I Fund Score Explaination
• Nuveen WI Municipal Bond I Fund Manager Information
• Historic Nuveen WI Municipal Bond I Fund Asset Allocation Report
• Historic Nuveen WI Municipal Bond I Fund Top 10 Holding Tracking
• Historic Nuveen WI Municipal Bond I Fund Asset Under Management Tracking