3 / 5 Stars
5 5 3 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#8 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 -0.64 percent over the past year, 4.28 percent over the past three years, 4.52 percent over the past five years, and 3.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||3.4%|
The investment seeks income exempt from both federal and Colorado state personal income taxes. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in investments, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agency such as Moody's or Standard & Poor's ("Rating Agencies"). The fund is non-diversified.
Fees are Low compared to funds in the same category.
Westcore Trust Colorado Tax Exempt Fund has an expense ratio of 0.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.