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Morningstar

Kansas Municipal A KSMUX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.96  /  0.01 %
  • Total Assets 64.8 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.99%
  • Effective Duration —

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:00 PM GMT+00:00

Morningstar’s Analysis KSMUX

Will KSMUX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KSMUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KSMUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of KSMUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Kansas Municipal A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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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