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Idaho Tax-Exempt NITEX

Quantitative rating as of | See Saturna Capital Investment Hub
  • NAV / 1-Day Return 5.28  /  0.19 %
  • Total Assets 12.3 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.670%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.86%
  • Effective Duration 4.56 years

Morningstar’s Analysis NITEX

Will NITEX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Idaho Tax-Exempt to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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