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Nuveen Short Term Municipal Bond Fund Class I – FSHYX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.130.00 (0.00%)10.12 - 10.180.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - FSHYX

The investment seeks current income that is exempt from federal income tax to the extent consistent with preservation of capital. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in municipal bonds that pay interest that is exempt from regular federal personal income tax. These municipal bonds include obligations issued by U.S. states and their subdivisions, authorities, instrumentalities and corporations, as well as obligations issued by U.S. territories that pay interest that is exempt from regular federal personal income tax.

Growth of $10,000 (10 Years)

Total Return2.58%
Yield (Trailing 12 Mo.)1.19%
Expense Ratio0.51%
Front LoadNone
Deferred LoadNone
Minimum Investment$100,000
Management Tenure12 Years
Fund Inception10/25/2002

Trailing Total Returns - FSHYX

as of 02/28/2015
TimeframeFSHYXS&P 500Muni National Short
1 Month-0.21%5.75%-0.27%
3 Month0.18%2.31%0.18%
1 Year0.80%15.51%0.95%
3 Year1.37%18.00%0.94%
5 Year2.07%16.18%1.70%
10 Year2.63%7.99%2.42%
Since Inception2.58%10.71%--

Sector Allocation - FSHYX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - FSHYX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$777.29M
Total Stock Holdings0
Total Bond Holdings486

Bond Credit Quality - FSHYX

as of 02/28/2015
Below B0.00%
Not Rated3.93%

Top Ten Holdings - FSHYX

as of 02/28/2015
CompanyYTD Return% of Assets
New York N Y Go Bds 5%--1.18%
Central Plains Engy Proj Neb Rev Ref 5%--0.92%
Ohio St Air Quality Dev Auth 2.25%--0.91%
Phoenix Ariz Civic Impt Corp A Junior 5%--0.88%
Port Auth 5%--0.87%
Illinois St Go Bds 4%--0.79%
Ips Multi-Sch Bldg Corp Ind First Mtg 5%--0.78%
Rockport Ind Pollution Ctl Rev Var 6.25%--0.78%
New Mexico Mun Engy Acquisit Ref Bds 5%--0.73%
Clark Cnty Nev Arpt Rev Rev Nts 5%--0.73%

Valuation & Growth - FSHYX

as of 02/28/2015
ValuationFSHYXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - FSHYX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
ReturnAbove Avg
Key:  Lo 

Tax Analysis - FSHYX, 3 Year Avg

Pretax Return1.37%
Tax-adjusted Return1.37%
Tax Cost Ratio0.00%
Potential Cap Gains0.85%

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