4 / 5 Stars
4 4 3 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#15 in Muni National Interm
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.
The fund has returned 4.41 percent over the past year, 4.21 percent over the past three years, 4.95 percent over the past five years, and 4.36 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.9%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||5.0%|
|10 Years (Annualized)||4.4%|
The investment seeks to maximize current income exempt from federal income tax to the extent consistent with the preservation of capital. The fund normally invests at least 80% of assets in municipal bonds that provide income exempt from federal income tax. 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 are Low compared to funds in the same category.
BNY Mellon National Intermediate Municipal Bond Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.