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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 77 Muni Single State Long 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 5.61 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.1% |
| 1 Year | 5.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income exempt from both federal income tax and Louisiana personal income tax. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal bonds that pay interest that is exempt from federal and Louisiana income tax. It may invest up to 35% of its total assets in municipal securities issued by U.S. territories. The fund may invest up to 20% of its net assets in securities that pay interest subject to the federal alternative minimum tax and in securities that pay taxable interest. It is non-diversified.
Fees
Fees are Below Average compared to funds in the same category.
Hancock Horizon Louisiana Tax-Free Income Fund has an expense ratio of 1.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
