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Dupree AL Tax-Free Income DUALX

Quantitative rating as of
NAV / 1-Day Return
11.46  /  0.27 %
Total Assets
23.8 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.870%
Distribution Fee Level
High
Share Class Type
No Load
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
100
Status
Open
TTM Yield
2.49%
Effective Duration
6.16 years

Morningstar’s Analysis DUALX

Will DUALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Dupree AL Tax-Free Income's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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