3 / 5 Stars
2 2 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 12 Muni New York Intermediate 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 -1.13 percent over the past year, 3.65 percent over the past three years, 3.78 percent over the past five years, and 2.33 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.3%|
|3 Years (Annualized)||3.7%|
|5 Years (Annualized)||3.8%|
|10 Years (Annualized)||2.3%|
The investment seeks to provide current income exempt from regular federal income tax and New York state and New York City personal income taxes, and limited principal fluctuation. The fund normally invests at least 80% of its net assets in municipal obligations that are exempt from regular federal income tax and the state taxes specified in the fund's investment objective. At least 75% of net assets normally will be invested in municipal obligations rated at least investment grade at the time of investment. The fund is non-diversified.
Fees are High compared to funds in the same category.
Eaton Vance New York Limited Maturity Municipal Income Fund has an expense ratio of 0.62 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.