5 / 5 Stars
5 5 1 5 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 19 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 2.67 percent over the past year, 5.70 percent over the past three years, 9.09 percent over the past five years, and 4.78 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.5%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||9.1%|
|10 Years (Annualized)||4.8%|
The investment seeks tax-free income. The fund normally seeks to invest 100% of its net assets in municipal securities and as a fundamental policy, invests at least 80% of its net assets (plus borrowings for investment purposes) in Pennsylvania municipal securities that, in the opinion of counsel to the issuer of the security, are exempt from federal and Pennsylvania personal income taxes and from the investment income tax of the school district of Philadelphia. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in Pennsylvania municipal securities.
Fees are Below Average compared to funds in the same category.
Oppenheimer Rochester® Pennsylvania Municipal Fund has an expense ratio of 0.54 percent.
Risk is High compared to funds in the same category according to Morningstar.