Morningstar

Nuveen Strategic Municipal Opportunities Fund Class C NSCOX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $9.44  /  +0.21 %
  • Fund Size $1.0B
  • Adjusted Expense Ratio 1.560%
  • Net Expense Ratio 1.560%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category High Yield Muni
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 3.58%
  • Average Effective Duration 8.67 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis NSCOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Strategic Municipal Opps C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings NSCOX

More NSCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FLORIDA DEV FIN CORP REV 10%

1.30 13M
municipal

MASSACHUSETTS ST DEV FIN AGY REV 5%

1.19 12M
municipal

BOYS TOWN VLG NEB REV 5%

1.12 11M
municipal

ARKANSAS ST DEV FIN AUTH ENVIRONMENTAL IMPT REV 4%

1.10 11M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5.25%

1.00 10M
municipal

MICHIGAN FIN AUTH REV 5%

1.00 10M
municipal

ARKANSAS ST DEV FIN AUTH ENVIRONMENTAL IMPT REV 4.25%

0.91 9M
municipal

NEW JERSEY ST TRANSN TR FD AUTH 0%

0.91 9M
municipal

CLARK CNTY NEV SCH DIST 5%

0.87 9M
municipal

PAINTED PRAIRIE PUB IMPT AUTH COLO SPL REV 5%

0.82 8M
municipal

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