Purchase Restrictions:Tax-exempt funds should generally not serve as investments for tax-deferred retirement plans and accounts. Summary A quality-oriented approach to core tax-exempt income.With a focus on investment-grade securities, this is also our most diversified municipal offering, with the fle...
The Tax-Exempt Fund of California Class AMutual Fund Symbol: TAFTX Jan 06, 2025 NAVPS: $16.731 Change: $0.0012 0.0001% QuoteMedia Fund Score: 1m 3m 6m 1y 3y 5y 10y 9. Dec16. Dec23. Dec30. Dec6. Jan16.416.616.81717.2 Investment Objective The Funds investment objective is longterm ...
Purchase Restrictions:Tax-exempt funds should generally not serve as investments for tax-deferred retirement plans and accounts. Summary A state specific approach to tax-exempt income.Seeks to provide income exempt from state and federal taxes by focusing on higher quality investments that primarily pro...
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The difficulty of addressing fairness issues is exemplified by the controversialcarried interestrule that benefits certain investment professionals, particularly managers of private equity and hedge funds. The carried interest rule allows them to pay only a 20% capital gains tax plus a 3.8% investment ...