|100 Pearl St., 9th Fl. , Hartford, CT 06103|
|Fund Manager||Ronald Schwartz|
|Manager Tenure||29 Years 3 Months|
The fund has an investment objective of seeking to maximize high total return through (i) current income that is exempt from federal income taxes and (ii) capital appreciation consistent with capital preservation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investment grade tax-exempt obligations, such as municipal securities, including securities subject to the U.S. federal alternative minimum tax.The issuers of these securities may be located in any U.S. state, territory or possession. The fund may invest up to 20%of its assets in securities subject to the U.S. federal income tax. The fund may also invest a portion of its net assets in certain taxable debt instruments. As a result of its investment strategy, the funds portfolio turnover rate may be 100% or more.
|Asset Type||% Of Allocation|
|Total Net Assets||8.24 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$100|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 05/31/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 05/31/2021|
|Life Of Fund||
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