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Morningstar Tax Efficiency Rankings
 


                                                                               

 

The tax efficiency rank for the nationally tax-free municipal bond Fund we have sub-advised since 1995 and for which our Portfolio Manager, Clark Stamper, has been the Portfolio Manager of since June 1990 is at the bottom of the following Morningstar page.

Please follow this link, Morningstar Tax Efficiency Rankings for Short Term Municipal Bond Funds.

 

 

 

These Performance Rankings are compiled from the Free section of Morningstar's website.

Stamper Capital & Investments, Inc. provides portfolio management services exclusively for institutional and high net worth accounts and does does not sell the mutual funds for which it is a sub-adviser.  Also, please note: purchasers of mutual funds must receive a copy of a particular mutual fund's prospectus before a purchase is made.

Stamper Capital & Investments, Inc. has been the sub-adviser to this Fund since October 1995 and B. Clark Stamper, our President, has been its Portfolio Manager since June 1990.

Past performance does not guarantee future results, and current performance may be higher or lower than the performance data quoted.  Investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost.

Returns - Figures quoted are total returns calculated for the share class and time periods shown.  Performance includes the reinvestment of income dividends and capital gains distributions.  Performance does not reflect the deduction of taxes that a shareholder would pay on a fund distribution or the redemption of fund shares.  Please go to Morningstar's website for more information.

Please see the our Disclaimer link on the bottom left of this page for more information about risk and return.