4 / 5 Stars
5 5 3 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#25 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 -1.30 percent over the past year, 5.70 percent over the past three years, 5.06 percent over the past five years, and 4.08 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.7%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||4.1%|
The investment seeks current income exempt from federal income tax as is consistent with the preservation of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes, in municipal bonds issued by or on behalf of the states, territories and possessions of the United States, the District of Columbia and their respective authorities, agencies, instrumentalities and political subdivisions, the income from which, in the opinion of bond counsel, is exempt from regular federal income and federal alternative minimum taxes. It may invest up to 10% of its total assets in such unrated securities.
Fees are Low compared to funds in the same category.
Commerce National Tax-Free Intermediate Bond Fund has an expense ratio of 0.66 percent.
Risk is Average compared to funds in the same category according to Morningstar.