Returns Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00

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

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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
2.18%
1.20%
0.12%
-0.96%
6.40%
2.87%
3.69%
0.47%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.25%
-0.18%
3.33%
2.57%
-0.17%
-2.94%
3.06%
1.80%
3.78%
0.10%
5.08%
3.88%
0.05%
-3.88%
3.86%
1.00%
4.84%
-0.32%
3.63%
2.90%
-0.29%
-4.14%
3.39%
1.11%
3.94%
0.16%
--
--
--
--
--
--
--
-0.19%
As of April 26, 2026.

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 --
Last Annual Report Date --
Last Prospectus Date --
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds --
Currency Hedged Fund --
Synthetic Replication Fund --
Socially Responsible Fund --

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Top 10 Holdings

Name % Weight Price % Change
MINISINK VY CENT SCH DIST N Y 5%
4.16% -- --
GALVESTON CNTY TEX 4%
3.70% -- --
TEMPLE TEX UTIL SYS REV 5%
3.67% -- --
NORTHERN ARIZ UNIV REVS 5%
3.60% -- --
MET GOVT NASHVILLE & DAVIDSON CNTY TENN H & E FACS BRD REV 5%
3.55% -- --
TENNESSEE ST SCH BD AUTH 5%
3.44% -- --
MINNESOTA ST 5%
3.43% -- --
CHARLOTTE N C WTR & SWR SYS REV 5%
3.42% -- --
WINSTON-SALEM N C LTD OBLIG 5%
3.42% -- --
SANTA FE N MEX GASOLINE TAX GROSS RCPTS TAX IMPT REV 5%
3.42% -- --

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

View Basic Info
Start Trial

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 --
Last Annual Report Date --
Last Prospectus Date --
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds --
Currency Hedged Fund --
Synthetic Replication Fund --
Socially Responsible Fund --

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