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Carret Kansas Tax Exempt Bond Fund Instl SEKSX

Quantitative rating as of
NAV / 1-Day Return
10.08  /  0.20 %
Total Assets
136.1 Mil
Adj. Expense Ratio
0.480%
Expense Ratio
0.480%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
3,000,000
Status
Open
TTM Yield
1.97%
Effective Duration

Morningstar’s Analysis SEKSX

Will SEKSX outperform in future?

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

Summary

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Carret Kansas Tax Exempt Bond Fund Instl earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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