Morningstar Rating



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FUND STATS AS OF 05/31/2019

SymbolFund NameCategoryOverall Rating3 Year5 Year10 Year
KYTFXDupree KY Tax-Free IncomeMuni Single State Interm    

(133 funds)

     

(133 funds)

    

(131 funds)

    

(111 funds)

KYSMXDupree KY Tax-Free Short-to-MediumMuni Single State Short    

(33 funds)

   

(33 funds)

   

(29 funds)

   

(26 funds)

DPIGXDupree Intermediate Govt BondIntermediate Government   

(204 funds)

  

(204 funds)

   

(190 funds)

   

(149 funds)

TNTIXDupree TN Tax-Free IncomeMuni Single State Interm    

(133 funds)

   

(133 funds)

    

(131 funds)

    

(111 funds)

TTSMXDupree TN Tax-Free Short-to-Medium Muni Single State Short   

(33 funds)

   

(33 funds)

   

(29 funds)

  

(26 funds)

NTFIXDupree NC Tax-Free IncomeMuni Single State Interm    

(133 funds)

    

(133 funds)

    

(131 funds)

    

(111 funds)

NTSMXDupree NC Tax-Free Short-to-MediumMuni Single State Short   

(33 funds)

   

(33 funds)

   

(29 funds)

   

(26 funds)

DUALXDupree AL Tax-Free IncomeMuni Single State Interm     

(133 funds)

     

(133 funds)

     

(131 funds)

    

(111 funds)

DUMSXDupree MS Tax-Free IncomeMuni Single State Interm     

(133 funds)

    

(133 funds)

    

(131 funds)

     

(111 funds)

DUTMXDupree Taxable Municipal BondMuni National Long     

(147 funds)

     

(147 funds)

     

(132 funds)

N/A

(The Taxable Municipal Bond Series inception date was 11/1/2010)

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Past performance is no guarantee of future results.

Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.