5 / 5 Stars
4 3 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 4.46 percent over the past year, 5.52 percent over the past three years, 5.44 percent over the past five years, and 4.43 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.1%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||4.4%|
The investment seeks as high a level of current income exempt from Oregon State and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the Trust's net assets will consist of Oregon 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 the Trust's average portfolio maturity has traditionally been between 10 and 18 years. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Tax Free Trust of Oregon Fund has an expense ratio of 0.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.