Northern AZ Tax-Exempt's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 9.85 / 0.18 %
- Total Assets 76.9 Mil
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Adj. Expense Ratio
- Expense Ratio 0.470%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Muni Single State Interm
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 2.84%
- Effective Duration —
Morningstar’s Analysis NOAZX
Will NOAZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.