2 / 5 Stars
2 2 5 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#20 in Muni National Interm
U.S. News evaluated 82 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 0.77 percent over the past year, and 3.79 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide current income exempt from federal income tax while preserving the investment. The fund invests at least 80% of assets in bonds and invests primarily in intermediate maturity municipal bonds. It normally invests at least 80% of assets in, or derives at least 80% of its income from, securities that are exempt from federal income tax. The fund invests primarily in municipal bonds with quality ratings of A- or better. It will not invest in securities that subject investors to the federal alternative minimum tax. The fund's dollar-weighted average maturity is between 3 and 10 years.
Fees are Low compared to funds in the same category.
Capital Group Core Municipal has an expense ratio of 0.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.