2 / 5 Stars
2 3 3 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#57 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 -1.23 percent over the past year, 3.58 percent over the past three years, 3.28 percent over the past five years, and 3.50 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||3.6%|
|5 Years (Annualized)||3.3%|
|10 Years (Annualized)||3.5%|
The investment seeks current income exempt from federal and Virginia income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments the income from which is exempt from federal income tax, alternative minimum tax, and Virginia personal income tax ("Virginia Tax-Exempt Obligations"). It invests primarily in municipal securities of the Commonwealth of Virginia and its political subdivisions that provide income exempt from both federal personal income tax and Virginia personal income tax. 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 Virginia Intermediate Tax Free Fund has an expense ratio of 0.93 percent.
Risk is Average compared to funds in the same category according to Morningstar.