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Northern Intermediate Tax-Exempt Fund

Ranked 30 out of 61 in Intermediate Municipal Debt over 36 months

All calculations are in USD unless stated

The Fund seeks a high current income exempt from regular federal income tax by investing in broad range municipal instruments with an expected average maturity of three to ten years.

sector performance

Intermediate Municipal Debt
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 1.7% 0.8%
2016 -0.1% 1.5% 2.2% -0.5% -3.2%
2015 2.8% 0.7% -1.2% 1.7% 1.5%
2014 6.9% 2.6% 1.9% 1.2% 1.1%
2013 -2.2% 0.0% -3.0% 0.6% 0.2%
2012 5.1% 0.7% 1.7% 2.3% 0.3%
2011 10.1% 0.5% 3.4% 3.5% 2.3%
2010 1.0% 0.6% 1.8% 3.3% -4.4%
2009 8.8% 2.5% 1.5% 6.0% -1.4%
2008 0.4% -0.1% 0.4% -2.6% 2.9%
2007 3.5% 0.7% -0.4% 1.8% 1.4%
2006 3.8% 0.1% 0.1% 2.8% 0.7%
2005 2.0% -0.4% 2.4% -0.2% 0.3%
2004 2.5% 1.2% -1.9% 3.2% 0.1%
2003 4.4% 1.3% 2.2% -0.1% 0.9%
2002 7.5% 0.9% 3.6% 4.4% -1.4%
2001 4.4% 2.4% 0.5% 2.6% -1.2%
2000 8.0% 1.4% 1.4% 1.9% 3.1%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/04/1994
  • Share Class size2,737Mn
  • Base currencyUSD
  • ISINUS6651628710

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

  • Annual management0.39%