5 / 5 Stars
5 5 2 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 9.76 percent over the past year, and 7.44 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.8%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize after-tax total return. The fund normally invests at least 80% of its net assets in municipal obligations, the interest on which is exempt from regular federal income tax (the "80% Policy"). It may invest without limit in obligations the interest from which is subject to the federal alternative minimum tax. The fund also may invest up to 50% of its net assets in obligations rated below investment grade ("junk bonds"). It may invest up to 20% of its net assets in other debt obligations, including taxable municipal obligations, U.S. Treasury securities and obligations of the U.S. government, its agencies and instrumentalities.
Fees are Low compared to funds in the same category.
Eaton Vance Municipal Opportunities Fund has an expense ratio of 0.85 percent.
Risk is High compared to funds in the same category according to Morningstar.