Appleton Partners Intermediate Municipal (S:0P00009URO)
52.16
+0.45
(+0.87%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
CONNECTICUT ST HEALTH & EDL FACS AUTH REV
|
9.80% | -- | -- |
|
CONNECTICUT ST HEALTH & EDL FACS AUTH REV
|
7.37% | -- | -- |
|
HILLSBOROUGH CNTY FLA INDL DEV AUTH HEALTH SYS REV
|
6.45% | -- | -- |
|
HAWAII ST DEPT BUDGET & FIN SPL PURP REV
|
6.21% | -- | -- |
|
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV
|
6.09% | -- | -- |
|
NEVADA ST
|
5.68% | -- | -- |
|
COLUMBUS GA MED CTR HOSP AUTH REV
|
4.96% | -- | -- |
|
CONNECTICUT ST HEALTH & EDL FACS AUTH REV
|
4.82% | -- | -- |
|
MINNESOTA ST CTFS PARTN
|
4.76% | -- | -- |
|
PALM BEACH CNTY FLA SCH BRD CTFS PARTN
|
4.61% | -- | -- |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |