Advertisement
Skip to Content
Morningstar

Nuveen CA High Yield Municipal Bond I NCHRX

Morningstar Analyst Rating
Quantitative rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 8.37  /  0.23 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni California Long
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 4.84%
  • Effective Duration 14.01 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:39 AM GMT+00:00

Morningstar’s Analysis NCHRX

Will NCHRX outperform in 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 NCHRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NCHRX 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 NCHRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Nuveen CA High Yield Municipal Bond I's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor