4 / 5 Stars
4 4 4 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#4 in Muni National Short
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.
The fund has returned 3.44 percent over the past year, 2.48 percent over the past three years, 3.04 percent over the past five years, and 3.37 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.5%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||3.0%|
|10 Years (Annualized)||3.4%|
The investment seeks as high a level of current income exempt from Federal income tax as is consistent with preservation of capital. The fund will invest at least 80% of the value of its net assets (including borrowings for investment purposes) in intermediate and long-term obligations of the states, territories and possessions of the United States, the District of Columbia and their political subdivisions, agencies, instrumentalities and authorities that pay interest that is exempt from regular Federal income tax, but may be subject to Federal alternative minimum tax. It expects to maintain a dollar-weighted average maturity of 3 to 10 years.
Fees are Average compared to funds in the same category.
Glenmede Fund Municipal Intermediate Portfolio has an expense ratio of 0.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.