3 / 5 Stars
4 4 4 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#24 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 3.60 percent over the past year, 5.01 percent over the past three years, 5.05 percent over the past five years, and 3.94 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.3%|
|3 Years (Annualized)||5.0%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||3.9%|
The investment seeks to provide maximum current income that is exempt from both federal income tax and Oregon state income tax to the extent consistent with prudent investment risk. The fund invests at least 80% of its net assets in municipal securities that pay interest that is exempt from federal and Oregon income tax, including the federal alternative minimum tax. It invests mainly in securities that, at the time of purchase, are either rated investment grade or are unrated and determined to be of comparable quality by the fund's sub-adviser. The fund is non-diversified.
Fees are Below Average compared to funds in the same category.
Nuveen Oregon Intermediate Municipal Bond Fund has an expense ratio of 0.85 percent.
Risk is Average compared to funds in the same category according to Morningstar.