Dupree Mutual Fund Kentucky Tax-Free Income Fund
KYTFX
NASDAQ
Rating
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Dupree
Manager/Tenure
(Years)
(Years)
Vincent Harrison (25), Brian Tibe (9)
Website
Address
Dupree
Lexington KY - 40588
Lexington KY - 40588
Country
United States
Phone Number
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Investment Strategy
The investment seeks a high and stable level of income exempt from federal and Kentucky personal income taxes derived from Kentucky municipal securities without incurring undue risk to principal. The fund seeks to provide a steady flow of tax-exempt income derived from Kentucky municipal securities of investment grade quality (those rated BBB or Baa or higher by U.S. nationally recognized rating services at the time of purchase) with a weighted average nominal maturity normally greater than 10 years. The interest earned on these securities, in the opinion of bond counsel for the issuer, is exempt from federal and state taxation in the state of Kentucky.
