| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#23 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.
Performance
The fund has returned 4.31 percent over the past year, 5.13 percent over the past three years, 5.13 percent over the past five years, and 3.95 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.2% |
| 1 Year | 4.3% |
| 3 Years (Annualized) | 5.1% |
| 5 Years (Annualized) | 5.1% |
| 10 Years (Annualized) | 4.0% |
Summary
The investment seeks to provide you as high a level of current income exempt from Colorado state and regular Federal income taxes as is consistent with preservation of capital. The fund invests at least 80% of its net assets will consist of Colorado Obligations the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but its average portfolio maturity has traditionally been between 6 and 12 years. At the time of purchase, the fund's Colorado Obligations must be of investment grade quality. It is non-diversified.
Fees
Fees are Below Average compared to funds in the same category.
Tax Free Trust of Colorado Fund has an expense ratio of 0.71 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
