3 / 5 Stars
1 1 4 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#36 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 -0.49 percent over the past year, 3.58 percent over the past three years, 3.89 percent over the past five years, and 2.92 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||3.6%|
|5 Years (Annualized)||3.9%|
|10 Years (Annualized)||2.9%|
The investment seeks to achieve current income which is exempt from federal income tax and the income taxes imposed by the State of West Virginia. The fund pursues its investment objective by investing at least 80% of its net assets in a professionally managed portfolio consisting primarily of investment-grade securities issued by the State of West Virginia and its political subdivisions, agencies and authorities, and other issuers (such as possessions or territories of the United States), the interest of which is exempt from federal income tax, federal alternative minimum tax (AMT), and West Virginia income tax. It is non-diversified.
Fees are Below Average compared to funds in the same category.
WesMark West Virginia Municipal Bond Fund has an expense ratio of 0.96 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.