2 / 5 Stars
3 2 3 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#55 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 -1.04 percent over the past year, 3.53 percent over the past three years, 4.38 percent over the past five years, and 3.18 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||4.4%|
|10 Years (Annualized)||3.2%|
The investment seeks current income that is exempt from both federal and Maryland state and local income taxes. The fund invests its net assets so that at least 80% of the income it distributes will be exempt from federal regular income tax and personal income tax imposed by the State of Maryland and Maryland municipalities. It generally invests in investment grade municipal securities. The fund seeks to maintain a weighted average maturity of three to ten years. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Wilmington Maryland Municipal Bond Fund has an expense ratio of 0.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.