Nuveen Flagship Ohio Muni Bd Fd Cl A (FOHTX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.94: the stock has moved about 6% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerNuveen Flagship Ohio Muni Bd Fd Cl A (FOHTX) trades at $10.06. Nuveen Flagship Ohio Muni Bd Fd Cl A aims to provide high current interest income exempt from federal and Ohio state/local income taxes. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for FOHTX: FOHTX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Nuveen Flagship Ohio Muni Bd Fd Cl A (FOHTX) Financial Services Profile
Nuveen Flagship Ohio Muni Bd Fd Cl A seeks high current interest income, primarily investing in investment-grade Ohio municipal bonds while maintaining capital preservation. The fund differentiates itself by focusing on Ohio-specific municipal bonds, offering tax advantages to Ohio residents within the broader asset management sector.
What Is the Investment Thesis for FOHTX?
Nuveen Flagship Ohio Muni Bd Fd Cl A presents a targeted investment opportunity for Ohio residents seeking tax-exempt income. The fund's strategy of investing primarily in investment-grade Ohio municipal bonds offers a relatively stable income stream. A key value driver is the fund's ability to provide income that is exempt from federal, state, and potentially local taxes for Ohio residents. The fund's beta of 0.94 suggests moderate volatility relative to the broader market. Growth catalysts include increased demand for tax-advantaged investments and favorable interest rate movements. A potential risk is the fund's exposure to below-investment-grade bonds, which could lead to higher volatility and potential losses. The fund's success hinges on the creditworthiness of Ohio municipalities and the effective management of its bond portfolio.
Based on FMP financials and quantitative analysis
FOHTX Key Highlights
The fund invests at least 80% of its net assets in investment-grade municipal bonds, providing a relatively stable investment base.
- Up to 20% of the fund's net assets can be invested in below-investment-grade municipal bonds, offering potential for higher returns but also increased risk.
- The fund's investment objective is to provide high current interest income exempt from federal, Ohio State, and, in some cases, Ohio local income taxes.
- The fund's beta of 0.94 indicates moderate volatility compared to the overall market.
- The fund's market capitalization is $0.44 billion, reflecting its size and scope within the municipal bond market.
Who Are FOHTX's Competitors?
FOHTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BACPX BlackRock 20/80 Target Allocation Inv A | $11.59 | +0.17% | $455M | — |
| FLDFX Meeder Balanced Retail | $14.68 | +0.55% | $494M | — |
| FLDGX Meeder Dynamic Allocation Fund - Retail Class | $16.63 | +0.79% | $601M | — |
| HJPIX Hennessy Japan Fund Institutional Class | $56.39 | +0.53% | $500M | — |
| HLEMX Harding Loevner Emerging Markets Portfolio Advisor Class | $23.45 | +0.60% | $222M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FOHTX's Key Strengths?
Tax-exempt income for Ohio residents
- Focus on investment-grade municipal bonds
- Established brand name (Nuveen)
- Closed-end fund structure
What Are FOHTX's Weaknesses?
Concentration in Ohio municipal bonds
- Exposure to below-investment-grade bonds
- Sensitivity to interest rate changes
- Limited liquidity compared to open-end funds
What Are the Key Risks for FOHTX?
Deterioration of Ohio's economy could lead to defaults on municipal bonds.
- Changes in federal or Ohio tax laws could reduce the attractiveness of municipal bonds.
- Exposure to below-investment-grade bonds could lead to higher volatility and potential losses.
- Rising interest rates could decrease the value of the fund's bond holdings.
What Threats Does FOHTX Face?
- Deterioration of Ohio's economy
- Changes in tax laws
- Increased competition from other municipal bond funds
- Credit downgrades of Ohio municipal bonds
What Are FOHTX's Competitive Advantages?
- Tax-Exempt Status: The fund's ability to provide tax-exempt income is a significant competitive advantage, particularly for Ohio residents.
- Ohio-Specific Focus: The fund's focus on Ohio municipal bonds differentiates it from national municipal bond funds.
- Established Brand: Nuveen is a well-known and respected asset management firm, providing credibility and trust.
- Closed-End Structure: The closed-end structure allows the fund to maintain a stable pool of assets and pursue a long-term investment strategy.
What Does FOHTX Do?
Nuveen Flagship Ohio Muni Bd Fd Cl A is a closed-end management investment company. The fund's primary objective is to provide investors with a high level of current interest income that is exempt from regular federal, Ohio State, and, in some cases, Ohio local income taxes, consistent with the preservation of capital. The fund operates under the umbrella of Nuveen, a well-established asset management firm. Under normal market conditions, the fund invests at least 80% of its net assets in investment-grade municipal bonds rated BBB/Baa or higher by a recognized independent rating agency at the time of purchase. If unrated, the fund's sub-adviser must judge the bonds to be of comparable quality. The fund retains the flexibility to invest up to 20% of its net assets in below-investment-grade municipal bonds, often referred to as 'high yield' or 'junk' bonds, to potentially enhance returns. The fund's investment strategy focuses specifically on Ohio municipal bonds, making it attractive to Ohio residents seeking tax-advantaged income. The fund's performance is closely tied to the creditworthiness of Ohio municipalities and the overall interest rate environment.
What Products and Services Does FOHTX Offer?
- Invests primarily in investment-grade Ohio municipal bonds.
- Seeks to provide high current interest income exempt from federal and Ohio taxes.
- May invest up to 20% of its assets in below-investment-grade municipal bonds.
- Manages a portfolio of municipal bonds issued by Ohio cities, counties, and other entities.
- Provides a tax-advantaged investment option for Ohio residents.
- Offers a closed-end fund structure, providing a fixed pool of assets.
How Does FOHTX Make Money?
- Generates income from interest payments on municipal bonds held in its portfolio.
- Passes through tax-exempt interest income to its shareholders.
- Charges a management fee to cover operating expenses and investment advisory services.
What Industry Does FOHTX Operate In?
Nuveen Flagship Ohio Muni Bd Fd Cl A operates within the asset management industry, specifically focusing on municipal bond funds. The municipal bond market is influenced by factors such as interest rates, credit ratings, and tax policies. Demand for municipal bonds is often driven by investors seeking tax-advantaged income. The competitive landscape includes other municipal bond funds, such as BACPX, FLDFX, FLDGX, HJPIX, and HLEMX, each with its own investment strategy and focus. The fund's Ohio-specific focus differentiates it from broader national municipal bond funds.
Who Are FOHTX's Key Customers?
- Individual investors seeking tax-exempt income.
- Ohio residents looking to minimize their state and local tax burden.
- Financial advisors seeking tax-advantaged investment options for their clients.
- Institutions seeking stable, tax-exempt income streams.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.5%.
FOHTX Financials
Bull Case vs Bear Case
Bull Case
- Tax-exempt income for Ohio residents
- Focus on investment-grade municipal bonds
- Established brand name (Nuveen)
- Closed-end fund structure
Bear Case
- Concentration in Ohio municipal bonds
- Exposure to below-investment-grade bonds
- Sensitivity to interest rate changes
- Limited liquidity compared to open-end funds
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FOHTX Latest News
No recent news available for FOHTX.
FOHTX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FOHTX.
Price Targets
Wall Street price target analysis for FOHTX.
FOHTX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FOHTX; grades run from A+ (80-100) to F (below 30).
Nuveen Flagship Ohio Muni Bd Fd Cl A Financials Stock: Key Questions Answered
How does Nuveen Flagship Ohio Muni Bd Fd Cl A make money in financial services?
Nuveen Flagship Ohio Muni Bd Fd Cl A generates revenue primarily through the interest income earned from its portfolio of Ohio municipal bonds. This income, which is typically tax-exempt, is then passed on to the fund's shareholders.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.