| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
3
2
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#56 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.
Performance
The fund has returned 3.06 percent over the past year, 4.40 percent over the past three years, 4.47 percent over the past five years, and 3.79 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.3% |
| 1 Year | 3.1% |
| 3 Years (Annualized) | 4.4% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | 3.8% |
Summary
The investment seeks current income that is exempt from federal and Wisconsin personal income taxes. The fund normally invests at least 80% of total assets in municipal securities issued by the State of Wisconsin, its municipalities, other political subdivisions and public authorities of Wisconsin and similar obligations of other agencies and entities that pay interest that, in the opinion of bond counsel to the issuer, is exempt from federal income tax and Wisconsin personal income tax and also from federal and applicable Wisconsin alternative minimum taxes. The fund is non-diversified.
Fees
Fees are Below Average compared to funds in the same category.
HighMark Wisconsin Tax Exempt Fund has an expense ratio of 0.90 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
