|PO Box 9012 , Clearwater, FL 33758-9012|
|Fund Manager||Matthew Dalton|
|Manager Tenure||8 Years 10 Months|
Seeks to maximize total return through a combination of current income that is exempt from federal income tax and capital appreciation. Under normal circumstances, the funds sub-adviser, Belle Haven Investments, L.P. (the sub-adviser), invests at least 80% of the funds net assets (plus the amount of borrowings, if any, for investment purposes) in municipal fixed-income securities the interest from which is exempt from federal income tax and the federal alternative minimum tax (AMT) applicable to individuals. The fund invests primarily in general obligation and revenue bonds issued by U.S. municipal issuers, as well as issuers in U.S. territories and possessions.
|Asset Type||% Of Allocation|
|Total Net Assets||137.77 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|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||
Join the Action Alerts PLUS Community today!
SpaceX CEO Elon Musk says the company’s Starlink high-speed internet service will come out of beta testing next month.
Whether the news is good or bad, you can take advantage of it if you understand why you're involved in a stock in the first place.
Just because we're in the market's worst month of the year doesn't mean there aren't good investments available.
Parus files a second patent infringement lawsuit against Apple, alleging it infringed on its patents for voice-browsing and device control technology.
Accounts payable software provider AvidXchange on Friday filed for a initial public offering.
Food and Drug Administration's advisory panel on Friday voted to recommend Covid-19 booster shots of the Pfizer vaccine for a limited section of the population.