AMG GW&K Municipal Bond Fund

Scorecard
3 / 5 Stars
Lipper
5 5 2 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

U.S. News evaluated 83 Muni National Interm 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 5.76 percent over the past year, 5.05 percent over the past three years, and 5.68 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 5.8%
3 Years (Annualized) 5.0%
5 Years (Annualized) 5.7%
10 Years (Annualized) N/A

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Summary

The investment seeks current income exempt from federal income tax, consistent with preservation of capital; capital appreciation is a secondary objective. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal bonds that are exempt from federal income tax. It has no limitations on the maturity of individual securities, but is expected to maintain a dollar-weighted average maturity of 6 to 12 years.

Fees

Fees are Low compared to funds in the same category.
AMG GW&K Municipal Bond Fund has an expense ratio of 0.81 percent.

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Risk

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

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