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Nuveen Intermediate Duration Muni Bd I (NUVBX) Fund Ranking and Research

Ranking, Research and Recommendation of Nuveen Intermediate Duration Muni Bd I (NUVBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) ManagerFund Manager - Paul L. Brennan

Fund Manager Information

Fund Manager Tenure: 12.1 years
Fund Family: Nuveen
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Paul L. Brennan, CFA, CPA, became a portfolio manager at Flagship Financial Inc. in 1994, and subsequently became a portfolio manager at Nuveen upon the acquisition of Flagship by Nuveen Investments in 1997. He manages investments for 24 Nuveen-sponsored investment companies, with a total of approximately $15.7 billion under management  Get more insights on Paul L. Brennan

 

Graph of Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) ProfileNuveen Intermediate Duration Muni Bd I Fund (NUVBX) Profile

Fund Profile and Description

Nuveen Intermediate Duration Muni Bd I Fund seeks a high level of current interest income exempt from federal income tax, consistent with preservation of capital. Nuveen Intermediate Duration Muni Bd I Fund normally invests at least 80% of net assets in municipal bonds that pay interest that is exempt from regular federal personal income tax. It generally intends to maintain the weighted average portfolio duration within a defined range, currently between 4.5 and seven years. Nuveen Intermediate Duration Muni Bd I Fund invests at least 80% of net assets in investment grade municipal bonds rated BBB/Baa or higher. It may invest up to 20% of net assets in below investment grade municipal bonds, commonly referred to as “high yield” or “junk” bonds.

 

Nuveen Intermediate Duration Muni Bd I (NUVBX) Fund Strength What we like about Nuveen Intermediate Duration Muni Bd I (NUVBX) Fund

Data for Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) as of May 30, 2016

  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) management has been with Nuveen Intermediate Duration Muni Bd I Fund for 12.1 years
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) has good short-term performance (1-year return 5.71% vs 4.71% Muni National Interm category median performance)
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) has good mid-term performance (3-year return 3.71% vs 3.10% Muni National Interm category median performance)
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) has good Long-term performance (5-year return 4.46% vs 4.14% Muni National Interm category median performance)
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) ratio of up-years vs down years is greater than 2
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) has a Morningstar rating of 4 and above
  • Asset base in Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) has an annual stock turnover rate of 19.00% vs Muni National Interm average of 22.40%. It is good that Nuveen Intermediate Duration Muni Bd I management does not trade extensively for its return.
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.01, lower than category average of 3.29
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) has a lower expense ratio than its Muni National Interm average: 0.50% vs 0.80%
  • Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) Weakness What we are cautious about Nuveen Intermediate Duration Muni Bd I (NUVBX) Fund

Data for Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) as of May 30, 2016

See Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nuveen Intermediate Duration Muni Bd I Fund (NUVBX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Nuveen Intermediate Duration Muni Bd I2.655.713.714.46
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Nuveen Intermediate Duration Muni Bd I Fund (NUVBX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) Net Asset TrackingNuveen Intermediate Duration Muni Bd I (NUVBX) Fund Net Asset

Track net asset change of Nuveen Intermediate Duration Muni Bd I fund (NUVBX)

DateNet Asset
05/2016$5.26B
03/2016$5.09B
02/2016$5.04B
More historic net asset information on Nuveen Intermediate Duration Muni Bd I Fund (NUVBX)

  

Graph of Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) Portfolio TrackingNuveen Intermediate Duration Muni Bd I (NUVBX) Fund Portfolio Allocation

Track portfolio allocation change of Nuveen Intermediate Duration Muni Bd I fund (NUVBX)

DateCashStockBondOther
04/20164.37%0%95.34%0.29%
03/20163.99%0%95.72%0.29%
01/20169.34%0%90.55%0.12%
Click here to see more historic asset allocation information on Nuveen Intermediate Duration Muni Bd I Fund (NUVBX)

 

graph of Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) Top 10 Position TrackingTop 10 Holdings in Nuveen Intermediate Duration Muni Bd I (NUVBX) Fund

Discover what Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) manager is buying

Apr 29, 2016
Buckeye Ohio Tob Settlement Fi To 5.125% [0.85%]
Wisconsin St Gen Fd Annual App Genera 6% [0.78%]
New York St Twy Auth 5% [0.66%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.56%]
New Jersey Econ Dev Auth 5% [0.53%]
Ohio State Go Ref Bd 5% [0.53%]
Clark Cnty Nev For Issues Dtd Go Ltd 5% [0.52%]
Louisiana Pub Facs Auth 3.5% [0.48%]
Clark Cnty Nev Arpt Rev Subordina 5.75% [0.47%]
South Miami Fla Health Facs Au Rev Bd 5% [0.47%]

Mar 30, 2016
Buckeye Ohio Tob Settlement Fi To 5.125% [0.85%]
Wisconsin St Gen Fd Annual App Genera 6% [0.79%]
New York St Twy Auth 5% [0.7%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.57%]
New Jersey Econ Dev Auth 5% [0.54%]
Ohio State Go Ref Bd 5% [0.54%]
Clark Cnty Nev For Issues Dtd Go Ltd 5% [0.53%]
Louisiana Pub Facs Auth 3.5% [0.49%]
Clark Cnty Nev Arpt Rev Subordina 5.75% [0.48%]
South Miami Fla Health Facs Au Rev Bd 5% [0.48%]

Jan 30, 2016
Buckeye Ohio Tob Settlement Fi To 5.125% [0.83%]
Wisconsin St Gen Fd Annual App Genera 6% [0.81%]
Citizens Ppty Ins Corp Fla High Risk 5% [0.69%]
San Joaquin Hills Calif Transn Sr Lie 5% [0.58%]
New Jersey Econ Dev Auth 5% [0.55%]
Ohio State Go Ref Bd 5% [0.55%]
Florida St Dept Environmental Var 0.07% [0.53%]
Clark Cnty Nev Arpt Rev Subordina 5.75% [0.49%]
South Miami Fla Health Facs Au Rev Bd 5% [0.49%]
New York N Y Go Bds 5% [0.47%]
Click here for Stock Holding Change Map in Nuveen Intermediate Duration Muni Bd I Fund (NUVBX)

  

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Nuveen Intermediate Duration Muni Bd I Fund (NUVBX) Related ResourcesSee more information on Nuveen Intermediate Duration Muni Bd I (NUVBX) Fund

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