2 / 5 Stars
4 4 3 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||3.5%|
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 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.
Risk is Average compared to funds in the same category according to Morningstar.