| No headlines available for UTAHX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 191.40M | | Category: | Muni Single State Interm | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 16.04% | | 5y Avg Return: | 3.59% | | Rank in Category (ytd): | 15 | | % Rank in Category (ytd): | 5.88% | | Beta (3y): | 1.15 | | Morningstar Risk Rating: | High |
|
| The investment seeks income exempt from regular Federal and Utah income taxes, consistent with preservation of capital. The fund primarily invests in tax-free municipal obligations which pay interest exempt from Utah state and regular Federal income taxes other than taxes on corporations. It invests at least 50% of assets in obligations of Utah-based issuers. These obligations may be of any maturity, but the average portfolio maturity has traditionally been between 10 and 20 years. The fund is nondiversified. | | | Fund Profile |
|
Help
Summary
Add UTAHX to Portfolio 
Download Data
