The investment seeks as high a level of current interest income exempt from federal income tax and, to the extent possible, from Connecticut individual income tax, as is consistent with relative stability of principal. The fund normally invests at least 80% of net assets in municipal securities that pay interest exempt from federal income tax (including the federal alternative minimum tax) and Connecticut individual income tax. It normally invests at least 80% of total assets in municipal securities that are rated investment grade. The fund may also invest up to 10% of total assets in securities that are rated below investment grade. It is non-diversified.
Fund filings (PDF) »
Brian McGreevy (Started: Sep 30, 2002)
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Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States