Best tax exempt mutual funds
[PDF File]Vanguard Municipal Bond Funds - Mutual funds, IRAs, ETFs ...
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dollars) of investing in your fund and to compare these costs with those of other mutual funds. The examples are based on an investment of $1,000 made at the beginning of the period shown and held ... for the High-Yield Tax-Exempt Fund, 0.17% for Investor Shares and 0.09% for Admiral Shares. The dollar amounts shown as “Expenses
FIRST INVESTORS TAX EXEMPT FUNDS
At First Investors, we continually review our lineup of mutual funds to ensure that each fund continues to serve the best interests of our shareholders. After careful consideration, we proposed, and your fund’s Board of Trustees ... State Tax Exempt Funds Tax Exempt Opportunities Fund
[PDF File]Vanguard New Jersey Tax-Exempt Funds
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Vanguard New Jersey Tax-Exempt Funds Vanguard New Jersey Municipal Money Market Fund Vanguard New Jersey Long-Term Tax-Exempt Fund. Contents Please note: The opinions expressed in this report are just that—informed opinions. They should not be considered promises ... and mutual funds. A cap on deductions for state and local taxes and mortgage ...
[PDF File]DUPREE MUTUAL FUNDS TAX-EXEMPT MUNICIPAL BOND …
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Dupree Mutual Funds is an open-end, no-load mutual fund family that offers shares in separate investment Series (hereinafter “Fund” or “Funds”) to the public. We have been in continuous operation since 1979, first as the Kentucky Tax-Free Income Fund, Inc. and in our current form since 1987. We were organized as a Kentucky Business Trust on
[PDF File]Best Fund Families
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The Best Fund Families of 2018 This is the second year we’ve ranked the fund families purely on their actively managed funds—all of them. Total FUND RANKING Assets Weighted U.S. World Mixed Taxable Tax-Exempt Rank Family (mil)* Score Equity Equity Equity Bond Bond 1. American Funds $1,589,185 67.08 33 12 3 3 17 2.
[PDF File]LORD ABBETT SHAREHOLDER TAX GUIDE 2018
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Tax-Exempt Funds—Federal and State Income Tax Information Federal Income Tax Information This guide contains general information to help you complete your 2018 tax returns. You should consult your tax advisor to determine the appropriate use of the following information. Thank you for your continued trust in Lord Abbett, and best wishes for ...
[PDF File]2016 Tax-Exempt Income from Fidelity Funds
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income you earned may be exempt from your state’s income tax. Fidelity calculates and reports in the “State/Local Tax-Exempt Income from Fidelity Funds” section of your 2016 Tax Reporting Statement the portion of tax-exempt interest income that may be exempt from your state and/or local income tax for the state-specific funds.
[PDF File]Vanguard California Tax-Exempt Funds Prospectus
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its assets in the securities of particular issuers as compared with diversified mutual funds. † Tax risk, which is the chance that all or a portion of the tax-exempt income from municipal bonds held by the Fund will be declared taxable, possibly with retroactive effect, because of unfavorable changes in tax laws, adverse interpretations by the
[PDF File]The Best Fund Families of 2017
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*Total assets reflect funds included in the survey. The Best Fund Families of 2017 This year’s ranking includes firms’ entire roster of actively managed mutual and exchange-traded funds (and most smart beta ETFs), but excludes most index funds. ... Tax-Exempt Bond A …
[PDF File]2017 Tax-Exempt Income from Fidelity Funds
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and/or local income tax for the state-speciļ¬c funds in the “State/Local Tax-Exempt Income from Fidelity Funds” section of your 2017 Tax Reporting Statement. You will need to calculate the portion of tax-exempt interest dividend income that may be exempt from your state income tax for the municipal funds that are not state specific.
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