Kentucky Tax Free Short To Medium Fund Quote

KYSMX Fund  USD 5.14  0.01  0.19%   

Performance

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Odds Of Distress

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Kentucky Tax-free is trading at 5.14 as of the 23rd of March 2025; that is 0.19 percent down since the beginning of the trading day. The fund's open price was 5.15. Kentucky Tax-free has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund seeks to provide a steady flow of tax-exempt income derived from Kentucky municipal securities of investment grade quality with a weighted average nominal maturity normally ranging from 2-7 years. The fund is non-diversified. More on Kentucky Tax Free Short To Medium

Moving together with Kentucky Mutual Fund

  0.72NTFIX North Carolina TaxPairCorr
  0.98NTSMX North Carolina TaxPairCorr
  0.77KYTFX Kentucky Tax FreePairCorr
  0.91DPIGX Intermediate GovernmentPairCorr
  0.63TNTIX Tennessee Tax FreePairCorr

Moving against Kentucky Mutual Fund

  0.78SMPIX Semiconductor UltrasectorPairCorr
  0.77SMPSX Semiconductor UltrasectorPairCorr
  0.56RGNCX Victory Global NaturalPairCorr
  0.55RSNYX Victory Global NaturalPairCorr
  0.55RSNRX Victory Global NaturalPairCorr

Kentucky Mutual Fund Highlights

Thematic IdeaLong Short Funds (View all Themes)
Fund ConcentrationDupree Funds, Large Funds, Muni Single State Short Funds, Long Short Funds, Muni Single State Short, Dupree, Large, Muni Single State Short (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Kentucky Tax Free Short To Medium [KYSMX] is traded in USA and was established 23rd of March 2025. Kentucky Tax-free is listed under Dupree category by Fama And French industry classification. The fund is listed under Muni Single State Short category and is part of Dupree family. The entity is thematically classified as Long Short Funds. This fund now has accumulated 37.07 M in assets with minimum initial investment of 100. Kentucky Tax Free is currently producing year-to-date (YTD) return of 0.83% with the current yeild of 0.0%, while the total return for the last 3 years was 1.46%.
Check Kentucky Tax-free Probability Of Bankruptcy

Instrument Allocation

Kentucky Tax Free Risk Profiles

Kentucky Tax-free Against Markets

Other Information on Investing in Kentucky Mutual Fund

Kentucky Tax-free financial ratios help investors to determine whether Kentucky Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Kentucky with respect to the benefits of owning Kentucky Tax-free security.
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