FORCX

ActiveMin. $1M

Nuveen Oregon Intermediate Municipal Bond Fund

Category: US Bond (5,386 funds)

Expense Ratio

0.59%

Annual Cost per $10K

$59.00

30-Year Fee Drag per $10K

$11,635

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+1.30%

Asset Allocation

US Bond

100%

Fee Comparison

FORCX

0.59%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

22% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+8.15%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

FORCX at 0.59%$322,436

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$58,177

Cost vs index fund−$54,988

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

Ticker	Name	ER	1yr	3yr	5yr
FORCX	Nuveen Oregon Intermediate Municipal Bond Fund	0.59%	+1.30%	+2.65%	+0.32%
VWIUX	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND	0.09%	+1.49%	+3.21%	+0.94%
TLT	iShares 20+ Year Treasury Bond ETF	0.15%	-6.49%	-4.72%	-9.33%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	0.03%	+6.68%	+4.43%	+3.69%
AFTEX	Tax Exempt Bond Fund of America	0.27%	+0.06%	+2.86%	+0.56%
FCAVX	Franklin California Tax-Free Income Fund	0.60%	-1.83%	+2.42%	+0.09%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	0.06%	+4.09%	+3.06%	-0.56%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	0.03%	-0.24%	+2.48%	+0.34%
IEF	iShares 7-10 Year Treasury Bond ETF	0.15%	+2.80%	+1.63%	-2.35%
SHY	iShares 1-3 Year Treasury Bond ETF	0.15%	+4.26%	+3.70%	+1.36%
VAIPX	VANGUARD INFLATION-PROTECTED SECURITIES FUND	0.10%	+4.70%	+2.24%	+1.19%
MUB	iShares National Muni Bond ETF	0.05%	-0.16%	+2.41%	+0.34%
HIMFX	American High-Income Municipal Bond Fund	0.30%	+0.13%	+4.05%	+2.25%
TIP	iShares TIPS Bond ETF	0.18%	+4.70%	+2.20%	+1.05%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	0.06%	+4.38%	+3.82%	+1.45%
VMLUX	VANGUARD LIMITED-TERM TAX-EXEMPT FUND	0.09%	+3.64%	+3.56%	+1.70%
DDTRX	DoubleLine Total Return Bond Fund	0.43%	+4.32%	+3.38%	+0.33%
FFTQX	Franklin Federal Tax-Free Income Fund	0.49%	-1.01%	+2.75%	+0.36%
GOVT	iShares U.S. Treasury Bond ETF	0.05%	+2.35%	+2.06%	-1.54%
WMBRX	Allspring Municipal Bond Fund	0.74%	-0.15%	+3.74%	+2.21%
GAJPX	Goldman Sachs Dynamic Municipal Income Fund	0.38%	+0.27%	+3.29%	+1.37%
USFR	WisdomTree Floating Rate Treasury Fund	0.15%	+4.59%	+4.92%	+3.05%
GANPX	Goldman Sachs Short Duration Tax-Free Fund	0.67%	+3.27%	+3.34%	+1.44%
CMPIX	Core Fixed Income Fund	0.57%	+2.92%	+2.87%	-0.77%
LONSX	Lord Abbett National Tax-Free Income Fund	0.54%	-1.58%	+2.70%	+0.19%
HYMOX	Lord Abbett High Income Municipal Bond Fund	0.58%	-1.79%	+2.70%	+0.82%
IEI	iShares 3-7 Year Treasury Bond ETF	0.15%	+4.26%	+3.32%	-0.22%
QCILFX	College Retirement Equities Fund - Inflation-Linked Bond Account	—	+6.12%	+4.49%	—
TRLDX	T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc.	0.30%	+6.53%	+3.63%	+3.12%
FIQZX	Fidelity Intermediate Municipal Income Fund	0.31%	+1.67%	+3.05%	+1.03%
VCADX	VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND	0.09%	+1.64%	+3.27%	+0.89%
MISHX	AB Municipal Income Shares	0.15%	+0.14%	+3.65%	+2.20%
MTBDX	NYLI MacKay Tax Free Bond Fund	0.43%	-0.10%	+2.90%	+0.44%
VWSUX	VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND	0.09%	+3.66%	+3.55%	+1.97%
USATX	Victory Tax Exempt Intermediate-Term Fund	0.44%	+0.64%	+2.81%	+0.87%
RBCUX	Tax-Exempt Bond Fund	0.41%	+1.13%	+3.22%	+1.16%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	0.06%	+3.74%	+3.02%	-0.33%
FTLTX	Fidelity Series Long-Term Treasury Bond Index Fund	0.00%	-4.49%	-3.28%	-8.18%
BBMUX	Bridge Builder Municipal Bond Fund	0.12%	+1.67%	+3.34%	+1.19%
EANAX	Eaton Vance National Municipal Income Fund	0.71%	-2.17%	+2.40%	+0.09%
PTYIX	T. Rowe Price Tax-Free High Yield Fund	0.55%	-1.13%	+2.81%	+1.49%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	0.06%	-4.52%	-3.29%	-8.19%
FLTEX	Limited Term Tax Exempt Bond Fund of America	0.37%	+3.38%	+3.54%	+1.35%
MMHEX	NYLI MacKay High Yield Muni Bond Fund	0.55%	-2.44%	+3.14%	+1.36%
MMHKX	MFS Municipal High Income Fund	0.52%	-1.18%	+2.92%	+1.14%
OWMBX	Old Westbury Municipal Bond Fund	0.57%	+1.50%	+2.34%	+0.17%
JAAA	Janus Henderson AAA CLO ETF	0.21%	+5.86%	+7.03%	—
ATBYX	Intermediate-Term Tax-Free Bond Fund	0.71%	+1.06%	+2.81%	+0.97%
AIDZX	Diversified Municipal Portfolio	0.41%	+1.85%	+3.18%	+1.28%
FHIGX	Fidelity Municipal Income Fund	0.43%	-0.19%	+2.84%	+0.60%
BMNSX	Baird Core Intermediate Municipal Bond Fund	0.55%	+1.78%	+3.22%	+1.08%
FCAQX	Franklin California High Yield Municipal Fund	0.52%	-1.40%	+2.28%	+0.50%
SCHP	Schwab U.S. TIPS ETF	0.03%	+4.86%	+2.36%	+1.23%
PRTMX	T. Rowe Price Summit Municipal Intermediate Fund	0.29%	+1.43%	+2.92%	+0.80%
FUTBX	Fidelity SAI U.S. Treasury Bond Index Fund	0.03%	+2.42%	+2.09%	-1.47%
SCHO	Schwab Short-Term U.S. Treasury ETF	0.03%	+4.39%	+3.82%	+1.45%
SPTL	SPDR Portfolio Long Term Treasury ETF	0.03%	-4.47%	-3.30%	-8.31%
TFLO	iShares Treasury Floating Rate Bond ETF	0.15%	+4.57%	+4.87%	+3.03%
TLH	iShares 10-20 Year Treasury Bond ETF	0.15%	-2.13%	-1.19%	-6.52%
VKLCX	Invesco Intermediate Term Municipal Income Fund	0.57%	+0.15%	+2.24%	+0.22%
STRDX	Sterling Capital Total Return Bond Fund	0.35%	+3.42%	+3.38%	-0.17%
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	+4.81%	+2.36%	+1.22%
EXCAX	Tax-Exempt Fund of California	0.40%	-0.43%	+3.04%	+0.72%
HICOX	Colorado BondShares A Tax Exempt Fund	0.60%	+3.68%	+5.18%	+3.89%
FSTDX	Fidelity Series 5+ Year Inflation-Protected Bond Index Fund	0.00%	+2.80%	+0.40%	—
SCMBX	DWS Managed Municipal Bond Fund	0.57%	-1.47%	+2.48%	+0.20%
LMBS	First Trust Low Duration Opportunities ETF	0.65%	+5.53%	+4.95%	+2.41%
IORHX	Invesco Rochester Municipal Opportunities Fund	1.17%	-2.67%	+2.61%	+1.19%
LISAX	Lord Abbett Intermediate Tax Free Fund	0.96%	+1.09%	+2.97%	+0.62%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	0.03%	+4.09%	+3.07%	-0.57%
CXHYX	Macquarie National High-Yield Municipal Bond Fund	0.85%	-4.53%	+1.78%	+1.14%
ACTFX	Invesco High Yield Municipal Fund	1.13%	-2.99%	+0.94%	-0.03%
FMB	First Trust Managed Municipal ETF	0.50%	-0.24%	+2.58%	+0.46%
NAKFX	Nuveen California Municipal Bond Fund	0.54%	-2.63%	+0.92%	-1.31%
IORUX	Invesco Rochester New York Municipals Fund	0.96%	-5.53%	+1.73%	+0.30%
USTEX	Victory Tax Exempt Long-Term Fund	0.42%	-2.34%	+2.10%	+0.15%
SBLTX	Western Asset Intermediate-Term Municipals Fund	0.45%	+0.18%	+2.65%	+1.00%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	0.12%	+4.44%	+4.63%	+2.75%
MFIAX	MFS Municipal Income Fund	0.44%	-1.11%	+2.62%	+0.52%
MINMX	BNY Mellon National Intermediate Municipal Bond Fund	0.53%	+1.46%	+2.88%	+0.56%
VKMMX	Invesco Municipal Income Fund	0.88%	-2.85%	+1.84%	-0.03%
WSMAX	Allspring Short-Term Municipal Bond Fund	0.63%	+3.11%	+3.53%	+2.10%
ACYTX	California Intermediate-Term Tax-Free Bond Fund	0.47%	+1.06%	+2.74%	+0.80%
MOTIX	BNY Mellon Municipal Opportunities Fund	0.72%	-1.24%	+2.98%	+0.84%
HYD	VanEck High Yield Muni ETF	0.32%	-1.69%	+1.56%	+0.02%
DMUAX	BNY Mellon AMT-Free Municipal Bond Fund	0.69%	-1.27%	+2.16%	+0.00%
DFIGX	DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO$1M min	0.12%	+2.82%	+2.28%	-1.52%
VFITX	VANGUARD INTERMEDIATE-TERM TREASURY FUND	0.10%	+3.90%	+2.96%	-0.45%
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund	0.00%	+6.64%	+4.48%	—
FKTJX	Franklin New York Tax-Free Income Fund	0.78%	-2.23%	+2.25%	-0.26%
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	0.03%	+3.64%	+2.57%	-1.31%
BTMSX	Baird Short-Term Municipal Bond Fund	0.55%	+3.61%	+3.47%	+1.45%
TFBIX	T. Rowe Price Maryland Tax-Free Bond Fund	0.41%	-0.71%	+2.61%	+0.80%
SPTI	SPDR(R) Portfolio Intermediate Term Treasury ETF	0.03%	+4.10%	+3.04%	-0.58%
HYMB	SPDR Nuveen ICE High Yield Municipal Bond ETF	0.35%	-2.37%	+2.25%	+0.52%
LTMFX	Thornburg Limited Term Municipal Fund	0.77%	+2.74%	+2.94%	+0.74%
SHMMX	Western Asset Managed Municipals Fund	0.89%	-1.52%	+2.26%	+0.57%
PRIMX	T. Rowe Price Summit Municipal Income Fund	0.35%	-1.12%	+2.55%	+0.62%
ACYHX	California High-Yield Municipal Fund	0.50%	-2.17%	+2.34%	+0.57%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	0.23%	+3.30%	+3.09%	+0.23%
VCLAX	VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND	0.09%	-1.10%	+3.01%	+0.34%

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