3 / 5 Stars
3 3 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#31 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 5.28 percent over the past year, 4.18 percent over the past three years, 4.59 percent over the past five years, and 4.09 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.8%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||4.6%|
|10 Years (Annualized)||4.1%|
The investment seeks to provide a high level of income exempt from regular federal income taxes and seeks to limit principal fluctuation. The fund invests at least 80% of its assets in securities issued by municipalities across the United States and in other securities whose income is free from regular federal income tax and AMT. It does not intend to invest in securities whose income is subject to AMT. This fund normally invests at least 65% of total assets in municipal securities of the top three grades of credit quality. It could invest up to 35% of net assets in debt securities rated in the fourth credit grade, which is still considered investment-grade.
Fees are Low compared to funds in the same category.
DWS Intermediate Tax/AMT Free Fund has an expense ratio of 0.78 percent.
Risk is Average compared to funds in the same category according to Morningstar.