2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 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 -5.05 percent over the past year, 4.41 percent over the past three years, 4.57 percent over the past five years, and 3.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.1%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||4.6%|
|10 Years (Annualized)||3.0%|
The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of Pennsylvania, but also considering capital appreciation. The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Pennsylvania. Interest from the fund's investments may be subject to the federal alternative minimum tax. It primarily invests the fund's assets in investment grade debt instruments, but may also invest in less than investment grade quality debt instruments (lower quality debt instruments).
Fees are High compared to funds in the same category.
MFS® Pennsylvania Municipal Bond Fund has an expense ratio of 1.51 percent.
Risk is Average compared to funds in the same category according to Morningstar.