5 / 5 Stars
5 5 3 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#4 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 -2.34 percent over the past year, 3.69 percent over the past three years, 5.92 percent over the past five years, and 4.34 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-2.9%|
|3 Years (Annualized)||3.7%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||4.3%|
The investment seeks to provide a high level of tax-free income derived from Alabama municipal securities without incurring undue risk to principal. The fund's assets will be invested so that at least 80% of the income will be exempt from federal and Alabama income taxes or will have at least 80% of its net assets invested in securities exempt from federal and Alabama income taxes. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Dupree Alabama Tax Free Income Series Fund has an expense ratio of 0.70 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.