Dupree Mutual Fund North Carolina Tax-Free Short-To-Medium Fund

Class No Load (NTSMX)
Scorecard
3 / 5 Stars
Lipper
1 1 5 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#7 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.

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Performance

The fund has returned 0.43 percent over the past year, 3.09 percent over the past three years, 3.20 percent over the past five years, and 2.76 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 0.4%
3 Years (Annualized) 3.1%
5 Years (Annualized) 3.2%
10 Years (Annualized) 2.8%

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Summary

The investment seeks to provide a high level of income exempt from federal and North Carolina personal income taxes derived from North Carolina 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 North Carolina income taxes or it will have at least 80% of its net assets invested in securities exempt from Federal and North Carolina income taxes. The nominal maturity of the fund will normally range between 2-7 years. It is non-diversified.

Fees

Fees are Below Average compared to funds in the same category.
Dupree Mutual Fund North Carolina Tax-Free Short-To-Medium Fund has an expense ratio of 0.78 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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