Muni Massachusetts
Muni Massachusetts portfolios invest at least 80% of assets in Massachusetts municipal debt and can include long-, intermediate-, and short-duration portfolios. Because the income from these bonds is generally free from federal taxes and Massachusetts state taxes, these portfolios are most appealing to residents of Massachusetts. Morningstar®
#1 Fidelity Massachusetts Municipal Income Fund (FDMMX)
| Performance (1-yr.): 2.51% | Expenses: 0.46% |
| Performance (1-mo.): 1.63% | Total Assets: $2.47B |
#2 Vanguard Massachusetts Tax-Exempt Fund (VMATX)
| Performance (1-yr.): 2.11% | Expenses: 0.16% |
| Performance (1-mo.): 1.66% | Total Assets: $1.12B |
#3 Oppenheimer Rochester Massachusetts Municipal Fund (ORMAX)
| Performance (1-yr.): 5.70% | Expenses: 0.80% |
| Performance (1-mo.): 0.08% | Total Assets: $91.1M |
#4 Nuveen Massachusetts Municipal Bond Fund (NMAAX)
| Performance (1-yr.): 3.33% | Expenses: 0.92% |
| Performance (1-mo.): 1.05% | Total Assets: $244.44M |
#5 Western Asset Massachusetts Municipals Fund (SLMMX)
| Performance (1-yr.): 3.79% | Expenses: 0.75% |
| Performance (1-mo.): 0.95% | Total Assets: $115.25M |
#6 AllianceBernstein Municipal Income Portfolios Massachusetts Portfolio (AMAAX)
| Performance (1-yr.): 2.50% | Expenses: 0.82% |
| Performance (1-mo.): 1.40% | Total Assets: $315.92M |
#7 Eaton Vance Massachusetts Municipal Income Fund (ETMAX)
| Performance (1-yr.): 3.82% | Expenses: 0.74% |
| Performance (1-mo.): 1.73% | Total Assets: $184.07M |
#8 Putnam Massachusetts Tax Exempt Income Fund (PXMAX)
| Performance (1-yr.): 2.36% | Expenses: 0.78% |
| Performance (1-mo.): 1.43% | Total Assets: $434.45M |
#9 DWS Massachusetts Tax Free Fund (SQMAX)
| Performance (1-yr.): 2.71% | Expenses: 0.90% |
| Performance (1-mo.): 1.89% | Total Assets: $533.2M |
#10 MFS Massachusetts Municipal Bond Fund (MFSSX)
| Performance (1-yr.): 2.84% | Expenses: 0.85% |
| Performance (1-mo.): 1.49% | Total Assets: $296.92M |
