1 / 5 Stars
1 1 3 1 1
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 -3.69 percent over the past year, 1.24 percent over the past three years, 3.44 percent over the past five years, and 2.46 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-3.6%|
|3 Years (Annualized)||1.2%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||2.5%|
The investment seeks current income exempt from regular federal income tax and, to the extent possible, from Pennsylvania personal income tax, as is consistent with conservation of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in debt securities (bonds) issued by or on behalf of the Commonwealth of Pennsylvania, its political subdivisions and its agencies and instrumentalities that generate income exempt from federal and Pennsylvania personal income taxes, but may be treated as a preference item for individuals for purposes of the federal alternative minimum tax. It is non-diversified.
Fees are High compared to funds in the same category.
PNC Pennsylvania Intermediate Municipal has an expense ratio of 1.64 percent.
Risk is Low compared to funds in the same category according to Morningstar.