Morningstar

Nuveen Wisconsin Municipal Bond Fund Class I FWIRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 9.83  /  −0.10 %
  • Total Assets 109.6M
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.86%
  • Effective Duration 8.19 years

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FWIRX

Will FWIRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FWIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FWIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FWIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen WI Municipal Bond I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FWIRX

More FWIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WISCONSIN HSG & ECONOMIC DEV AUTH HSG REV 3.38%

3.44 3M
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 5.5%

3.21 3M
municipal

MATCHING FD SPL PURP SECURITIZATION CORP VIRGIN IS 5%

3.12 3M
municipal

WISCONSIN HSG & ECONOMIC DEV AUTH HSG REV 5%

3.07 3M
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 5%

3.02 3M
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 4%

2.79 3M
municipal

VIRGIN ISLANDS HOTEL DEV FING CORP HOTEL REV 6%

2.53 3M
municipal

SLINGER WIS REDEV AUTH REDEV LEASE REV 5%

2.40 2M
municipal

Us Dollars

2.31 2M
Cash and Equivalents

GUAM PORT AUTH PORT REV 5%

2.27 2M
municipal

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