Funds

Funds

Industry: Financial services

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Funds

Fees

Financial services; Funds

Any transaction costs incurred by you (e.g. commissions, trade processing fees, and SEC fees).

Gift tax

Financial services; Funds

A tax imposed on the donor for gifts in excess of $10,000 per person per year. The tax is levied on gifts to individuals other than a spouse.

General muni debt funds (leveraged)

Fund that invests 65% or more of its assets in municipal debt issues rated in the top four credit ratings. These Funds can be leveraged via use of debt, preferred equity, and/or reverse repurchase ...

General municipal debt funds

Financial services; Funds

Fund invests at least 65% of assets in municipal debt issues in the top four credit ratings.

Global flexible portfolio funds

Financial services; Funds

Fund that allocates investments across various asset classes, including both domestic and foreign stocks, bonds, and money market instruments focused on total return. At least 25% of portfolio is ...

General and insured muni funds (unleveraged)

Financial services; Funds

Fund that either invests 65% or more of its assets in municipal debt issues rated in the top four credit ratings, or invests at least 65% of its assets in municipal debt issues insured as to timely ...