| No headlines available for SURFX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 165.48M | | Category: | Muni Single State Long | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 12.03% | | 5y Avg Return: | 3.12% | | Rank in Category (ytd): | 326 | | % Rank in Category (ytd): | 95.88% | | Beta (3y): | 0.67 | | Morningstar Risk Rating: | Low |
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| The investment seeks a high level of current income exempt from federal and Hawaii state income taxes, consistent with preservation of capital and prudent investment management. The fund normally invests at least 90% of assets in municipal securities within the four highest credit quality ratings assigned by S&P's Ratings Services or Moody's Investors Service, or in unrated municipal securities judged by the investment manager to be of comparable quality. It may invest more than 25% assets in a particular segment of the municipal bond market. The fund is nondiversified. | | | Fund Profile |
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