4 / 5 Stars
1 1 4 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#33 in Muni National Short
U.S. News evaluated 48 Muni National Short 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 -0.50 percent over the past year, 3.13 percent over the past three years, 3.03 percent over the past five years, and 3.01 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.0%|
|3 Years (Annualized)||3.1%|
|5 Years (Annualized)||3.0%|
|10 Years (Annualized)||3.0%|
The investment seeks to provide safety of principal and maximize total return after taking account of federal taxes. The fund invests at least 80% of its net assets in municipal securities. It will invest no more than 25% of its total assets in municipal securities of issuers located in any one state. The fund invests at least 80% of its total assets in municipal securities rated A or better by national rating agencies and comparably rated municipal notes. It may invest more than 25% of its net assets in revenue bonds. The fund may also invest up to 20% of its net assets in fixed-income securities of U.S. issuers.
Fees are Above Average compared to funds in the same category.
AllianceBernstein Intermediate Diversified Municipal Portfolio has an expense ratio of 0.78 percent.
Risk is High compared to funds in the same category according to Morningstar.