The investment seeks current income exempt from both federal income tax and Louisiana personal income tax. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in municipal bonds that pay interest that is exempt from federal and Louisiana income tax. It may invest up to 35% of its total assets in municipal securities issued by U.S. territories. The fund may invest up to 20% of its net assets in securities that pay interest subject to the federal alternative minimum tax and in securities that pay taxable interest. It is non-diversified.
Fund filings (PDF) »
Jeffrey Tanguis (Started: Feb 1, 2011)
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Hancock Horizon, 2600 Citiplace Drive, Suite 100