2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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 -4.34 percent over the past year, 3.17 percent over the past three years, 3.39 percent over the past five years, and 2.97 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||3.0%|
The investment seeks to provide investors with a high level of current income that is exempt from federal income tax and Wisconsin personal income tax. The fund invests at least 80% of its net 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. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Nationwide Ziegler Wisconsin Tax Exempt Fund has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.