RidgeWorth North Carolina Tax Exempt Bond Fund

Scorecard
2 / 5 Stars
Lipper
3 3 2 3 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#52 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.

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Performance

The fund has returned -1.11 percent over the past year, 4.91 percent over the past three years, and 4.64 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.2%
1 Year -1.1%
3 Years (Annualized) 4.9%
5 Years (Annualized) 4.6%
10 Years (Annualized) N/A

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Summary

The investment seeks current income exempt from federal and state income taxes for North Carolina residents without undue risk. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal securities with income exempt from U.S. federal and North Carolina state income taxes. It may invest up to 20% of its assets in securities subject to the U.S. federal alternative minimum tax. The fund may also invest a portion of its net assets in certain taxable debt securities. It is non-diversified.

Fees

Fees are Below Average compared to funds in the same category.
RidgeWorth North Carolina Tax Exempt Bond Fund has an expense ratio of 0.77 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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