BMO Short Tax-Free Fund

U.S. News evaluated 50 Muni National Short Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 2.94 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 1.8%
1 Year 2.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks to provide current income exempt from federal income tax consistent with preservation of capital. The fund invests at least 80% of its assets in municipal securities, the income from which is exempt from federal income tax (including the federal alternative minimum tax (AMT)). Fund investments include municipal securities with a minimum rating in the lowest investment grade category (i.e., rated BBB or Baa, or higher, or unrated and considered by the Adviser to be comparable in quality) at the time of purchase. The fund normally maintains an average dollar-weighted effective maturity of one to three years.


Fees are Above Average compared to funds in the same category.
BMO Short Tax-Free Fund has an expense ratio of 0.55 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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