Muni Single State Short
Muni single-state short portfolios invest in bonds issued by state and local governments to fund public projects. The income from such bonds is generally free from federal taxes and from state taxes in the issuing state. To get the state-tax benefit, these portfolios buy bonds from only one state. These portfolios have durations of less than 4.5 years (or, if duration is unavailable, average maturities of less than five years). Morningstar®
#1 Oppenheimer Limited Term California Municipal Fund (OLCAX)
| Performance (1-yr.): 4.57% | Expenses: 0.76% |
| Performance (1-mo.): 0.28% | Total Assets: $757.9M |
#2 Oppenheimer Limited Term New York Municipal Fund (LTNYX)
| Performance (1-yr.): 3.04% | Expenses: 0.71% |
| Performance (1-mo.): 0.61% | Total Assets: $5.65B |
#3 Thornburg California Limited Term Municipal Fund (LTCAX)
| Performance (1-yr.): 1.84% | Expenses: 0.95% |
| Performance (1-mo.): 0.59% | Total Assets: $474.59M |
#4 Dupree Kentucky Tax-Free Short-To-Medium Series (KYSMX)
| Performance (1-yr.): 1.04% | Expenses: 0.73% |
| Performance (1-mo.): 0.73% | Total Assets: $91.82M |
#5 Fidelity California Small/Intermediate Tax Free Bond Fund (FCSTX)
| Performance (1-yr.): 1.44% | Expenses: 0.35% |
| Performance (1-mo.): 0.46% | Total Assets: $786.02M |
#6 Dupree Mutual Fund North Carolina Tax-Free Short-To-Medium Fund (NTSMX)
| Performance (1-yr.): 1.04% | Expenses: 0.78% |
| Performance (1-mo.): 0.74% | Total Assets: $26.7M |
#7 Wells Fargo Advantage California Limited-Term Tax Free Fund (SFCIX)
| Performance (1-yr.): 2.58% | Expenses: 0.81% |
| Performance (1-mo.): 0.13% | Total Assets: $609.38M |
#8 Glenmede Fund New Jersey Municipal Portfolio (GTNJX)
| Performance (1-yr.): 0.89% | Expenses: 0.30% |
| Performance (1-mo.): 0.89% | Total Assets: $44.34M |
#9 DFA California Short Term Municipal Bond Portfolio (DFCMX)
| Performance (1-yr.): 0.59% | Expenses: 0.23% |
| Performance (1-mo.): 0.11% | Total Assets: $435.2M |
#10 Dupree Tennessee Tax-Free Short-To-Medium Series (TTSMX)
| Performance (1-yr.): 0.59% | Expenses: 0.88% |
| Performance (1-mo.): 0.94% | Total Assets: $11.04M |
