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2 / 5 Stars
U.S. News evaluated 20 Muni Pennsylvania 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 -1.21 percent over the past year, 2.87 percent over the past three years, 2.98 percent over the past five years, and 2.20 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||3.0%|
|10 Years (Annualized)||2.2%|
The investment seeks to provide current income exempt from regular federal income tax and Pennsylvania state and local taxes in the form of an investment exempt from Pennsylvania personal property taxes, and limited principal fluctuation. The fund invests at least 80% of its net assets in municipal obligations that are exempt from regular federal income tax and the state taxes. It may invest without limit in obligations the income from which is subject to the federal alternative minimum tax. At least 75% of net assets normally will be invested in municipal obligations rated at least investment grade. The fund is non-diversified.
Fees are High compared to funds in the same category.
Eaton Vance Pennsylvania Limited Maturity Municipal Income Fund has an expense ratio of 1.58 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.