Sterling Capital Kentucky Intermediate Tax-Free Fund

Scorecard
2 / 5 Stars
Lipper
4 4 3 1 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#40 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 -0.68 percent over the past year, 3.91 percent over the past three years, 4.14 percent over the past five years, and 3.54 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year -0.7%
3 Years (Annualized) 3.9%
5 Years (Annualized) 4.1%
10 Years (Annualized) 3.5%

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Summary

The investment seeks current income exempt from federal and Kentucky income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investments the income from which is exempt from federal income tax, alternative minimum tax, and Kentucky personal income tax ("Kentucky Tax-Exempt Obligations"). It invests in Kentucky municipal securities only if they are "investment grade". The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.

Fees

Fees are Below Average compared to funds in the same category.
Sterling Capital Kentucky Intermediate Tax-Free Fund has an expense ratio of 0.96 percent.

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Risk

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

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