3 / 5 Stars
5 5 2 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#18 in Muni National Long
U.S. News evaluated 59 Muni National Long 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 -0.01 percent over the past year, and 8.47 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.5%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks after-tax total return. The fund invests at least 80% of its net assets in a diversified portfolio of municipal obligations that are exempt from regular federal income tax ("Municipal Securities"), municipal obligations that are not exempt from regular federal income tax ("Taxable Municipal Securities"), direct obligations of the U.S. Treasury ("Treasury Securities") and/or obligations of U.S. government agencies, instrumentalities and government-sponsored enterprises. It currently targets an average portfolio duration of approximately 7-10 years and an average weighted portfolio maturity of over 8 years.
Fees are Above Average compared to funds in the same category.
Eaton Vance Tax-Advantaged Bond Strategies Long Term has an expense ratio of 0.95 percent.
Risk is High compared to funds in the same category according to Morningstar.