Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | HMNTX Insights | HMNTX Score | HMNTX Performance | HMNTX Manager | HMNTX News | HMNTX Allocation | HMNTX Holdings Change

Mutual Fund Insights: HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

In-depth Analysis of HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

Mutual fund chart: HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

3 months
6 months
1 year
3 year
5 year

See HighMark National Interm Tax Free Bd Fid Fund (HMNTX) performance details as of January 31, 2010

  

    Last Trade: $11.42 on 3/15/2010, Change: 0.00 (0%)

  

Fund Manager - Robert L. Bigelow

Fund Manager Tenure: 7.4 years   [Similar Funds: HMNFX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Bigelow has served as director and portfolio manager with Highmark Capital Management and its predecessors since 1994. Previously, he spent eight years at City National Bank. Bigelow is a member of the National Federation of Municipal Analysts and the California Society of Municipal Analysts.  Get more insights on Robert L. Bigelow

  

What we like about HighMark National Interm Tax Free Bd Fid Fund (HMNTX) What we like about HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

Data for HighMark National Interm Tax Free Bd Fid Fund (HMNTX) as of January 31, 2010

  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) management has been with HighMark National Interm Tax Free Bd Fid Fund for 7.4 years
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) has good mid-term performance (3-year return 5.01% vs 4.03% Muni National Interm category average)
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) has good Long-term performance (5-year return 3.89% vs 3.40% Muni National Interm category average)
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) ratio of up-years vs down years is greater than 2
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) has a Morningstar rating of 4 and above
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) has an annual stock turnover rate of 35.00% vs Muni National Interm average of 37.44%. It is good that HighMark National Interm Tax Free Bd Fid management does not trade extensively for its return.
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.77, lower than category average of 5.4
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) has a lower management fee than its Muni National Interm average: 0.53% vs 0.90%
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about HighMark National Interm Tax Free Bd Fid Fund (HMNTX) What we are cautious about HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

Data for HighMark National Interm Tax Free Bd Fid Fund (HMNTX) as of January 31, 2010

  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) has a less-than-ideal short-term performance (1-year return 3.70% vs 7.83% Muni National Interm category average)
  • HighMark National Interm Tax Free Bd Fid Fund (HMNTX) is less safe compared to its Muni National Interm peers
See HighMark National Interm Tax Free Bd Fid Fund (HMNTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Muni National Interm category?

Below are some additional Muni National Interm mutual funds generated out of our database

  

HighMark National Interm Tax Free Bd Fid Fund (HMNTX) Net Asset

Track net asset change of HighMark National Interm Tax Free Bd Fid fund (HMNTX)

DateNet Asset
01/2010$75.29M
11/2009$75.63M
10/2009$75.39M
More historic net asset information on HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

  

HighMark National Interm Tax Free Bd Fid Fund (HMNTX) Portfolio Allocation

Track portfolio allocation change of HighMark National Interm Tax Free Bd Fid fund (HMNTX)

DateCashStockBondOther
10/20092.57%0%97.43%0%
09/20096.54%0%93.46%0%
08/20096.81%0%93.19%0%
Click here to see more historic asset allocation information on HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

  

Most Recent Top 10 Holdings in HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

Discover what HighMark National Interm Tax Free Bd Fid Fund (HMNTX) manager is buying

31-Oct-09
Washington St Pub Pwr Sply S Ref Elec [3.12%]
Alaska St Intl Arpts Revs Rev Bds 5% [2.24%]
Seattle Wash G.O. Bds 5.5% [2.21%]
Illinois St Toll Hwy Auth [2.15%]
San Ramon Valley Calif Uni Sch Go 5.25% [1.97%]
Chico Calif Uni Sch Dist 5% [1.81%]
Utah St Brd Regts Auxiliary & Ref Rev 5% [1.76%]
Idaho Hsg & Fin Assn 5.25% [1.71%]
Chicago Ill O Hare Intl Arpt R 3rd Li 5% [1.69%]
Long Island Pwr Auth [1.67%]

30-Sep-09
Fidelity Instl MM Fds Tax-Exempt I [3.26%]
Washington St Pub Pwr Sply S Ref Elec [2.97%]
Seattle Wash G.O. Bds 5.5% [2.12%]
Illinois St Toll Hwy Auth [2.05%]
San Ramon Valley Calif Uni Sch Go 5.25% [1.93%]
Chico Calif Uni Sch Dist 5% [1.81%]
Utah St Brd Regts Auxiliary & Ref Rev 5% [1.71%]
Idaho Hsg & Fin Assn 5.25% [1.68%]
Chicago Ill O Hare Intl Arpt R 3rd Li 5% [1.66%]
Alaska St Intl Arpts Revs Rev Bds 5% [1.64%]

31-Aug-09
Fidelity Instl MM Fds Tax-Exempt I [3.36%]
Washington St Pub Pwr Sply S Ref Elec [3.12%]
Seattle Wash G.O. Bds 5.5% [2.22%]
Illinois St Toll Hwy Auth [2.15%]
San Ramon Valley Calif Uni Sch Go 5.25% [1.98%]
Chico Calif Uni Sch Dist 5% [1.81%]
Utah St Brd Regts Auxiliary & Ref Rev 5% [1.77%]
Idaho Hsg & Fin Assn 5.25% [1.7%]
Pierce Cnty Wash Ref Bds 5.125% [1.67%]
Alaska St Intl Arpts Revs Rev Bds 5% [1.66%]
Click here for Stock Holding Change Map in HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

  

Related books and products to HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

  

Latest News on HighMark National Interm Tax Free Bd Fid (HMNTX)

See what is happening with HighMark National Interm Tax Free Bd Fid Fund (HMNTX)

 

Books and Resources

 

 

See more information on HighMark National Interm Tax Free Bd Fid Fund (HMNTX)