2 / 5 Stars
2 2 3 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
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 -2.22 percent over the past year, 2.07 percent over the past three years, 4.01 percent over the past five years, and 2.88 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-2.2%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||4.0%|
|10 Years (Annualized)||2.9%|
The investment seeks a high level of income exempt from federal and Oregon income tax. The fund normally invests at least 80% of its net assets in municipal securities issued by the State of Oregon and its political subdivisions, agencies, authorities and instrumentalities. These securities pay interest exempt from federal income tax (but not necessarily the federal alternative minimum tax) and Oregon individual income tax. It may invest up to 20% of its total assets in securities the interest on which is subject to taxation, including the federal alternative minimum tax. The fund may invest up to 10% of total assets in below investment grade securities.
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 Below Average compared to funds in the same category according to Morningstar.