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Mutual Fund Insights: RiverSource Tax-Exempt Bond A Fund (INTAX)

In-depth Analysis of RiverSource Tax-Exempt Bond A Fund (INTAX)

Mutual fund chart: RiverSource Tax-Exempt Bond A Fund (INTAX)

3 months
6 months
1 year
3 year
5 year

See RiverSource Tax-Exempt Bond A Fund (INTAX) performance details as of February 28, 2010

Last Trade: $3.76 on 3/19/2010, Change: 0.00 (0%)

Fund Manager - Catherine M. Stienstra

Fund Manager Tenure: 2.6 years
Fundmojo Fund Grade: B (Score: 0.66) (What does this score mean?)

Catherine M. Stienstra is a portfolio manager and Leader of the municipal sector team with RiverSource Investments. Catherine M. Stienstra joined the company since July 2007. Prior to that, Stienstra worked as Director and Senior Portfolio Manager for FAF Advisors, since 1998 to 2007, and worked with Piper Capital Management since 1990 to 1998. Catherine M. Stienstra began her investment career in 1988. Get more insights on Catherine M. Stienstra

What we like about RiverSource Tax-Exempt Bond A Fund (INTAX)

Data for RiverSource Tax-Exempt Bond A Fund (INTAX) as of February 28, 2010

RiverSource Tax-Exempt Bond A Fund (INTAX) has good mid-term performance (3-year return 3.04% vs 2.52 % Muni National Long category average)
RiverSource Tax-Exempt Bond A Fund (INTAX) has good Long-term performance (5-year return 3.34% vs 3.14 % Muni National Long category average)
RiverSource Tax-Exempt Bond A Fund (INTAX) ratio of up-years vs down years is greater than 2
RiverSource Tax-Exempt Bond A Fund (INTAX) has an annual stock turnover rate of 29.00% vs Muni National Long average of 49.13%. It is good that RiverSource Tax-Exempt Bond A management does not trade extensively for its return.
RiverSource Tax-Exempt Bond A Fund (INTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.17, lower than category average of 7.61
RiverSource Tax-Exempt Bond A Fund (INTAX) has a lower management fee than its Muni National Long average: 0.79% vs 1.02%

What we are cautious about RiverSource Tax-Exempt Bond A Fund (INTAX)

Data for RiverSource Tax-Exempt Bond A Fund (INTAX) as of February 28, 2010

RiverSource Tax-Exempt Bond A Fund (INTAX) management has been with RiverSource Tax-Exempt Bond A Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
RiverSource Tax-Exempt Bond A Fund (INTAX) has a less-than-ideal short-term performance (1-year return 10.83% vs 12.74 % Muni National Long category average)
RiverSource Tax-Exempt Bond A Fund (INTAX) has a Morningstar rating of 3 and below
RiverSource Tax-Exempt Bond A Fund (INTAX) carries a 4.75% load

See RiverSource Tax-Exempt Bond A Fund (INTAX) performance details as of February 28, 2010

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RiverSource Tax-Exempt Bond A Fund (INTAX) Net Asset

Track net asset change of RiverSource Tax-Exempt Bond A fund (INTAX)

Date	Net Asset
02/2010	$669.32M
01/2010	$644.85M
11/2009	$646.52M

More historic net asset information on RiverSource Tax-Exempt Bond A Fund (INTAX)

RiverSource Tax-Exempt Bond A Fund (INTAX) Portfolio Allocation

Track portfolio allocation change of RiverSource Tax-Exempt Bond A fund (INTAX)

Date	Cash	Stock	Bond	Other
01/2010	2.93%	0%	97.07%	0%
10/2009	0.79%	0%	99.21%	0%
09/2009	0.75%	0%	99.25%	0%

Click here to see more historic asset allocation information on RiverSource Tax-Exempt Bond A Fund (INTAX)

Most Recent Top 10 Holdings in RiverSource Tax-Exempt Bond A Fund (INTAX)

Discover what RiverSource Tax-Exempt Bond A Fund (INTAX) manager is buying

31-Jan-10

California St Go Bds 5.75% [1.82%]
Illinois Fin Auth 6.875% [1.67%]
Missouri St Health & Edl Facs Rev 5.375% [1.64%]
Ohio St Higher Edl Fac Commn R Rev Bd 5% [1.49%]
Washington St Pub Pwr Sply S Ref Rev B [1.48%]
Illinois Dev Fin Auth [1.4%]
Illinois St G.O. Bds 5.25% [1.32%]
Gwinnett Cnty Ga Sch Dist 5% [1.21%]
California St Pub Wks Brd Leas Leas 5.5% [1.2%]
Arizona Health Facs Auth 5.375% [1.15%]

31-Oct-09

California St Go Bds 5.75% [1.94%]
Illinois Fin Auth 6.875% [1.77%]
Missouri St Health & Edl Facs Rev 5.375% [1.72%]
Washington St Pub Pwr Sply S Ref Rev B [1.51%]
New Orleans La Hm Mtg Auth 6.25% [1.43%]
Illinois Dev Fin Auth [1.43%]
Illinois St G.O. Bds 5.25% [1.37%]
Gwinnett Cnty Ga Sch Dist 5% [1.26%]
California St Pub Wks Brd Leas Leas 5.5% [1.24%]
Arizona Health Facs Auth 5.375% [1.19%]

30-Sep-09

California St Go Bds 5.75% [1.91%]
Illinois Fin Auth 6.875% [1.69%]
Missouri St Health & Edl Facs Rev 5.375% [1.65%]
Washington St Pub Pwr Sply S Ref Rev B [1.43%]
Illinois Dev Fin Auth [1.39%]
New Orleans La Hm Mtg Auth 6.25% [1.35%]
Illinois St G.O. Bds 5.25% [1.3%]
Gwinnett Cnty Ga Sch Dist 5% [1.22%]
California St Pub Wks Brd Leas Leas 5.5% [1.17%]
Duncanville Tex Indpt Sch Dist 5.65% [1.17%]

Click here for Stock Holding Change Map in RiverSource Tax-Exempt Bond A Fund (INTAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.