2 / 5 Stars
1 1 4 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#44 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 -0.17 percent over the past year, 2.90 percent over the past three years, 3.35 percent over the past five years, and 3.26 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||3.3%|
The investment seeks total return (consisting of current income that is exempt from regular federal income tax and capital appreciation). The fund invests primarily in a diversified portfolio of investment-grade municipal securities, which includes tax-free debt securities of states, territories, and possessions of the U.S. and political subdivisions and taxing authorities of these entities, with a goal of seeking total return. At least 80% of the fund's income from investments in municipal securities will be exempt from regular federal income tax. The fund also may invest in exchange-traded funds ("ETFs").
Fees are Low compared to funds in the same category.
Old Westbury Municipal Bond Fund has an expense ratio of 0.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.