4 / 5 Stars
4 3 4 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 in Muni Pennsylvania
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 2.94 percent over the past year, 5.34 percent over the past three years, 5.29 percent over the past five years, and 4.29 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-0.1%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||5.3%|
|10 Years (Annualized)||4.3%|
The investment seeks as high a level of current income, exempt from federal income tax and Pennsylvania personal income tax, as is consistent with its investment characteristics. The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal and Pennsylvania personal income taxes. Potentially it invests more than 25% of total assets in municipal securities that finance similar types of projects. The fund allocates assets across different market sectors and maturities.
Fees are Below Average compared to funds in the same category.
Fidelity Pennsylvania Municipal Income Fund has an expense ratio of 0.48 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.