Getting Started

Getting started with Dupree is Easy

Dupree Mutual Funds are 100% no-load municipal bond funds that produce AMT-free and tax-free income for residents of the state named in the title of the fund and certain other states.

Our Kentucky Tax-Free Income Series launched in 1979 and is currently the third oldest single-state municipal bond fund operating in the United States. Since then, we have expanded our tax-free income series to include portfolios for Alabama, Mississippi, North Carolina and Tennessee. These funds are long-term investments in bonds with durations of seven to ten years.

For investors seeking shorter average maturities than our income series, we offer short-to-medium series funds designed specifically for investors in Kentucky, North Carolina, and Tennessee. These funds typically have bonds with three to five year durations.

Investors interested in a taxable fund should consider our Intermediate Government Bond Series and the Taxable Municipal Bond Series. The Intermediate Government Bond Series typically invests in U.S. Government Agency securities. The income is federally taxable and a portion of the income is subject to state tax.  The Taxable Municipal Bond Series invests in taxable municipal securities.  The income is federally taxable, and a portion of the income may be subject to state tax. These funds typically have bonds with three to five year durations.

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All prospective investors should read our Prospectus and Statement of Additional Information carefully before investing. Please contact us if you would like to receive these materials by mail.

Should you then decide that one of our funds is right for you, please call 1-800-866-0614 to speak with one of our registered representatives or complete the account application provided in the link above and return to us by mail or fax.

If you have questions or would like more information on any of our funds, please do not hesitate to call us at 1-800-866-0614. Our registered representatives will be happy to help you.

To help keep expenses low, we do not offer our funds for sale in all 50 states.
Please refer to the table below to see if Dupree Mutual Funds are available to you.