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Nuveen Oregon Intermediate Municipal Bond Fund Class C2 – NIMOX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.380.00 (0.00%)10.15 - 10.500.0

Market data as of 6:05PM 03/30/15. Quotes are delayed by at least 15 min.

Overview - NIMOX

The investment seeks to provide maximum current income that is exempt from both federal income tax and Oregon state income tax to the extent consistent with prudent investment risk. Under normal market conditions, 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 and Oregon personal income tax.

Growth of $10,000 (10 Years)

Total Return4.07%
Yield (Trailing 12 Mo.)2.23%
Expense Ratio1.40%
Front LoadNone
Deferred Load1.00%
Minimum Investment$3,000
Management Tenure18 Years
Fund Inception01/18/2011

Trailing Total Returns - NIMOX

as of 02/28/2015
TimeframeNIMOXS&P 500Muni Single State Interm
1 Month-1.07%5.75%-0.97%
3 Month0.68%2.31%0.98%
1 Year3.77%15.51%4.81%
3 Year1.70%18.00%2.43%
5 Year3.06%16.18%3.66%
10 Year3.10%7.99%3.62%
Since Inception4.07%10.71%--

Sector Allocation - NIMOX

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

Asset Allocation - NIMOX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$164.73M
Total Stock Holdings0
Total Bond Holdings138

Bond Credit Quality - NIMOX

as of 02/28/2015
Below B0.00%
Not Rated2.27%

Top Ten Holdings - NIMOX

as of 02/28/2015
CompanyYTD Return% of Assets
Clackamas Cnty Ore Sch Dist--2.45%
Clackamas Cnty Ore Sch Dist--2.10%
Portland Ore Rev Ltd Tax R 5%--1.85%
Oregon St Dept Transn Hwy User Rev Bd 5%--1.84%
Portland Ore Urban Renewal & R Urban 5%--1.82%
Tri-Cnty Met Transn Dist 5%--1.72%
Washington Multnomah & Yamhill Go Bds 5%--1.67%
Deschutes & Jefferson Cntys Or Go Bds--1.61%
Oregon St Dept Transn Hwy User Sr Lie 5%--1.49%
Forest Grove Ore Rev Campus Im 5%--1.43%

Valuation & Growth - NIMOX

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

Morningstar Summary - NIMOX, 3 Year

Rate Sensitivity
Ratingvs Category
ReturnBelow Avg
Key:  Lo 

Tax Analysis - NIMOX, 3 Year Avg

Pretax Return1.70%
Tax-adjusted Return1.70%
Tax Cost Ratio0.00%
Potential Cap Gains6.60%

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