FITAX : Delaware Tax-Exempt Income Fund Class A

FITAX is a Bond Market Municipal Bond with HIGH fees.

FITAX

Delaware Tax-Exempt Income Fund Class A

FI Score

38 /100

Expense Ratio Rating

3 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

38% FI Score
  • fitax
  • Mutual Fund
  • Bond
  • Municipal Bond

Delaware Tax-Exempt Income Fund Class A

Expenses: 0.89% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks a high level of interest income that is exempt from federal income tax. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities the income from which is exempt from federal income tax, including the federal alternative minimum tax. This is a fundamental investment policy that may not be changed without prior shareholder approval (80% policy).

Largest Holdings

Amount Holding
4.67% NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 6%
2.58% SUPERIOR WIS LTD OBLIG REV 6.9%
2.38% NEW YORK ST DORM AUTH REVS 5.75%
2.34% UTILITY DEBT SECURITIZATION AUTH N Y 5%
2.27% DISTRICT COLUMBIA 5%
2.25% SALT LAKE CITY UTAH ARPT REV 5%
1.89% CALIFORNIA ST 5%
1.61% PORT AUTH N Y & N J 5%
1.57% NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%
1.51% MASSACHUSETTS ST DEV FIN AGY REV 5%

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