5 / 5 Stars
5 5 3 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#1 in Long-Term Bond
U.S. News evaluated 18 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 2.18 percent over the past year, and 9.38 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.8%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide a high level of taxable income derived from taxable municipal bonds without incurring undue risk to principal. The fund's assets will be invested so that at least 80% of the income will be taxable or it will have at least 80% of its net assets invested in taxable municipal bonds. It may invest up to 20% of its net assets in taxable debt obligations other than municipal bonds, including but not limited to, U.S. Treasury securities and obligations of the U.S. government, its agencies, and instrumentalities. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Dupree Taxable Municipal Bond Fund has an expense ratio of 0.83 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.