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Fund |
| Fund name: Galaxy CT Municipal Bond Ret
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| Symbol: GACTX
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Portfolio contains these types of investments:
CT State GO 5.375% CA State GO 5% - CT Hlth 5.25% - CT Spcl Tax Obl Infrasct 5.5% - CT Westport GO 5% - CT Spcl Tax Obl Infrasct 5.375% - CT New Haven GO 5.375% - CT Hsg Fin Mtg Prog 5.45% - CT Torrington GO 5.125% - CT Spcl Tax Obl Infrasct 5.25%
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| Minimum Investment: $2,500
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| 1-Year Profit Projection: NA
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Brief fund description:
Galaxy Connecticut Municipal Bond Fund - Retail Shares seeks current income exempt from federal and Connecticut income taxes, consistent with relative stability of principal. The fund normally invests at least 65% of assets in high-quality Connecticut municipal securities; at least 80% of assets are normally invested in tax-exempt securities. The fund does not usually invest more than 20% of assets in private activity bonds, which are subject to the Alternative Minimum Tax. It may from time to time invest in U.S. government obligations and money market instruments. The fund is nondiversified.
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Expenses
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| Annual expense ratio: 0.70
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: 3.75
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Performance
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| Performance 3 Months: 6.33
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| Performance Year to Date: 6.36
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| Performance 12 Months: 6.27
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| Performance 3 Years: 4.31
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| Performance 5 Years: 5.50
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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