3 / 5 Stars
3 3 4 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#3 in Muni Single State Short
U.S. News evaluated 19 Muni Single State Short 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 2.35 percent over the past year, 2.50 percent over the past three years, 3.10 percent over the past five years, and 3.08 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.5%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||3.1%|
|10 Years (Annualized)||3.1%|
The investment seeks to provide a high level of income exempt from federal and Kentucky personal income taxes derived from Kentucky municipal securities without incurring undue risk to principal. The fund's assets will be invested so that at least 80% of the income will be exempt from Federal and Kentucky income taxes or it will have at least 80% of its net assets invested in securities exempt from Federal and Kentucky income taxes. The nominal maturity of the fund will normally be between 2-7 years. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Dupree Kentucky Tax-Free Short-To-Medium Series has an expense ratio of 0.72 percent.
Risk is Average compared to funds in the same category according to Morningstar.