Nuveen Oregon Intermediate Municipal Bond Fund (FORCX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FORCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FORCX
FORCX charges 0.61% annually. There are 237 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | FORCX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FORCX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | FORCX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | FORCX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | FORCX vs FSMUX |
Best Risk-Adjusted Alternatives to FORCX
FORCX has a PortfoliosLab risk / return rank of 73. There are 299 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | FORCX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | FORCX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | FORCX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | FORCX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | FORCX vs TFCYX |
Top Performing FORCX Alternatives (YTD)
FORCX is at 0.96% YTD. There are 417 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.37% | — | Apr 1998 | FORCX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.00% | — | Nov 2002 | FORCX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 7.79% | — | Oct 1992 | FORCX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.86% | — | Nov 2001 | FORCX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.82% | — | Feb 1998 | FORCX vs MUC |
Lowest Volatility Alternatives to FORCX
FORCX has 2.02% 1-year volatility. There are 99 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | FORCX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | FORCX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | FORCX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FORCX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FORCX vs USMSX |
Lowest Drawdown Alternatives to FORCX
FORCX has a 1-year max drawdown of -2.40%. There are 127 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | FORCX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | FORCX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | FORCX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | FORCX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | FORCX vs DFSMX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.
Often Compared With FORCX
Investors most often compare FORCX with DNYMX, FASEX, NELIX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | FORCX vs DNYMX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 79 | 20.00% | — | Dec 1987 | FORCX vs FASEX | |
| Nuveen Equity Long/Short Fund | Long-Short | 49 | 7.98% | — | Dec 2008 | FORCX vs NELIX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 71 | 6.74% | — | Mar 1998 | FORCX vs MUJ | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 29 | 6.52% | — | Mar 1993 | FORCX vs NPV | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | FORCX vs APUSX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 1.02% | — | Dec 2017 | FORCX vs FGNSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 87 | 2.22% | — | Jun 2012 | FORCX vs FXIEX |
Compare FORCX with Any Fund or Stock
Compare FORCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FORCX with funds that move differently
Nuveen Oregon Intermediate Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FORCX.
Explore FORCX Diversifiers