5 / 5 Stars
5 5 3 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#3 in Muni Single State Interm
U.S. News evaluated 68 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 -4.39 percent over the past year, 4.29 percent over the past three years, 5.90 percent over the past five years, and 3.91 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||-3.3%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||3.9%|
The investment seeks to provide a high level of income exempt from federal and North Carolina personal income taxes derived from North Carolina 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 Federal or North Carolina income taxes or it will have at least 80% of its net assets invested in securities exempt from Federal and North Carolina income taxes. The nominal maturity of the fund will normally be 10 years or more. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Dupree North Carolina Tax-Free Income Series has an expense ratio of 0.71 percent.
Risk is High compared to funds in the same category according to Morningstar.