4 / 5 Stars
2 1 5 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#5 in Muni Single State Interm
U.S. News evaluated 72 Muni Single State Interm 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 4.83 percent over the past year, 4.86 percent over the past three years, 4.27 percent over the past five years, and 5.10 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.4%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||4.3%|
|10 Years (Annualized)||5.1%|
The investment seeks to maximize income that is exempt from both federal and Colorado state income taxes while simultaneously preserving capital. The fund invests up to 100% and, except for temporary investments, invests at least 80% of the value of its net assets in tax-exempt bonds and other tax-exempt securities, including tax-exempt notes and tax-exempt municipal leases of the State of Colorado, its political subdivisions, municipalities and public authorities. It may invest generally no more than 20% of the investments of the fund in securities that may subject the investment to federal alternative minimum tax.
Fees are Low compared to funds in the same category.
Colorado Bond Shares A Tax Exempt Fund has an expense ratio of 0.58 percent.
Risk is Low compared to funds in the same category according to Morningstar.