Tamarack Tax-Free Income S
100 South Fifth Street Suite 2300 Minneapolis MN 55402
Map
Phone: 800-422-2766
| Category: | Muni National Interm | | Fund Family: | Tamarack | | Net Assets: | 16.74M | | Year-to-Date Return: | 2.48% | | Yield: | 3.65% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Feb-80 |
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Raye Kanzenbach
Lead Manager since
31-Oct-03 | | | Kanzenbach is a senior managing director and senior portfolio manager. He is the senior portfolio manager for portfolios which invest in tax-exempt securities. Kanzenbach has been with Voyageur and its predecessor firm, Insight Investment Management, since 1983. Prior to his experience at Voyageur, he was employed at First Bank Minneapolis. Previously, he was employed as an investment officer with the St. Paul Companies. Kanzenbach holds a Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide the highest level of regular income . The fund normally invests at least 80% of net assets in municipal securities, such as bonds and other debt instruments issued by or on behalf of states, territories and possessions of the United States, including their subdivisions, authorities, agencies and instrumentalities, the interest on which is, in the opinion of the issuer's bond counsel, exempt from federal income tax and any alternative minimum tax. It may invest a portion of assets in securities that generate income that is not exempt from federal income tax. |
| Last Dividend
(29-Aug-08):
| 0.03 | | Last Cap Gain
(19-Dec-07):
| 0.04 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 40.32% |
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| Expense | TTRSX | Category
Avg | | Total Expense Ratio: | 0.74%
| 0.94% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 3.56% | | Max Deferred Sales Load: | 0.00%
| 2.43% | | 3 Yr Expense Projection*: |
$514 | $469 | | 5 Yr Expense Projection*: |
$978 | $706 | | 10 Yr Expense Projection*: |
$2,265 | $1,380 |
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