2 / 5 Stars
2 2 3 2 4
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 67 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 3.75 percent over the past year, 2.94 percent over the past three years, 3.35 percent over the past five years, and 3.10 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.5%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||3.1%|
The investment seeks a high level of income exempt from federal and Oregon income tax. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities issued by the State of Oregon and its political subdivisions, agencies, authorities and instrumentalities. While it may invest in securities of any maturity, under normal circumstances, the fund's dollar-weighted average maturity will be between three and ten years.
Fees are High compared to funds in the same category.
Columbia Oregon Intermediate Municipal Bond Fund has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.