BNY Mellon MA Intermediate Municipal Bond Fund

Scorecard
2 / 5 Stars
Lipper
3 3 3 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#10 in Muni Massachusetts

U.S. News evaluated 18 Muni Massachusetts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 3.21 percent over the past year, 3.12 percent over the past three years, 3.85 percent over the past five years, and 3.77 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 3.2%
3 Years (Annualized) 3.1%
5 Years (Annualized) 3.9%
10 Years (Annualized) 3.8%

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Summary

The investment seeks as high a level of income exempt from federal and Massachusetts state income taxes as is consistent with the preservation of capital. The fund normally invests at least 80% of assets in municipal bonds, the interest from which is exempt from federal and Massachusetts state personal income taxes. Generally, its average effective portfolio maturity will be between three and ten years and the average effective duration of the fund's portfolio will not exceed eight years. The fund may invest in individual municipal and taxable bonds of any maturity or duration. It is non-diversified.

Fees

Fees are Below Average compared to funds in the same category.
BNY Mellon MA Intermediate Municipal Bond Fund has an expense ratio of 0.78 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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