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|---|---|---|---|
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The investment seeks to maximize after-tax inflation protected return.
The fund primarily invests in municipal debt whose interest payments are excluded from federal income tax. It also invests in derivative instruments, such as inflation-linked swaps. It may also utilize Treasury Inflation Protected Securities (TIPS) and municipal inflation-linked securities. The fund invests no more than 10% of assets in below investment grade debt. It is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| JPMorgan Tax-Free Money Mkt Inst () | 8.65 % | |
| California St Go Bds 5.125 () | 0.72 % | |
| Fairfax Cnty Va Ref Pub I 5 () | 0.62 % | |
| Olathe Labette Cnty Kans Singl Single Fa () | 0.59 % | |
| Georgia St Go Ref Bd 5 () | 0.59 % | |
| View Holdings | ||
Muni National Interm
High
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Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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