Muni National Interm
Muni national intermediate portfolios invest in bonds issued by various state and local governments to fund public projects. The income from these bonds is generally free from federal taxes. To lower risk, these portfolios spread their assets across many states and sectors. These portfolios have durations of 4.5 to seven years (or, if duration is unavailable, average maturities of five to 12 years). Morningstar®
Eaton Vance Municipal Opportunities Fund (EMOAX)
| Performance (1-yr.): 3.38% | Expenses: 1.10% |
| Performance (1-mo.): 2.24% | Total Assets: $37.03M |
Fidelity Municipal Income 2019 Fund (FAPAX)
| Performance (1-yr.): 1.78% | Expenses: 0.65% |
| Performance (1-mo.): 1.41% | Total Assets: $37.81M |
JPMorgan Tax Aware Income Opportunities Fund (JTAAX)
| Performance (1-yr.): 1.38% | Expenses: 0.75% |
| Performance (1-mo.): 0.05% | Total Assets: $252.7M |
Lazard U.S. Municipal Portfolio (UMNIX)
| Performance (1-yr.): 0.99% | Expenses: 0.40% |
| Performance (1-mo.): 0.78% | Total Assets: $14.1M |
McDonnell Intermediate Municipal Bond Fund (MIMAX)
| Performance (1-yr.): — | Expenses: 0.80% |
| Performance (1-mo.): 1.45% | Total Assets: $20.05M |
Nuveen Inflation Protected Municipal Bd (NITAX)
| Performance (1-yr.): 2.62% | Expenses: 0.78% |
| Performance (1-mo.): 2.39% | Total Assets: $112.68M |
Oppenheimer Rochester Intermediate Term Municipal Fund (ORRWX)
| Performance (1-yr.): 3.04% | Expenses: 0.95% |
| Performance (1-mo.): 1.10% | Total Assets: $77.83M |
Pacific Capital Tax Free Securities Fund (PTXFX)
| Performance (1-yr.): 2.18% | Expenses: 0.15% |
| Performance (1-mo.): 1.35% | Total Assets: $303.99M |
Performance Trust Municipal Bond Fund (PTIMX)
| Performance (1-yr.): 7.77% | Expenses: 0.58% |
| Performance (1-mo.): 0.80% | Total Assets: $43.56M |
PIMCO National Intermediate Municipal Bond Fund (PMNTX)
| Performance (1-yr.): 3.79% | Expenses: 0.80% |
| Performance (1-mo.): 1.70% | Total Assets: $22.76M |
