$
1.00
Change
0.00 0.00%
Mar 5, 2021
YTD return
0.00%
5 yr avg return
0.46%
Total net assets
84.90M
52 week low
52 week high
n/a
n/a
Yield
0.20%
Fees & Expenses
Front load
0.00%
Deferred load
1.00%
Max. redemption fee
0.00%
Total expense ratio
0.42%
12 b-1
0.03%
Turnover
n/a
Expense Calculator
Amt Invested:
Timeframe:
Total expense ratio:
Front load:
Deferred load:
Expense projection:
Estimated Total:
* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.
Distributions
Income dividend
0.00
Dividend freq.
Daily
Capital gain (2020)
n/a
Capital gain (YTD)
n/a
Risk Measures
Alpha
0.06
Beta
0.00
Standard deviation
0.04
R. squared
0.17
Min. Investment
Standard (taxable)
1000
IRA
n/a
Mutual Fund Prospectuses
MarketWatch News on LWAXX
No News currently available for LWAXX
Lipper Leader
YTD Lipper Ranking: Quintile 1 (2th percentile)
Lipper Ranking & Performance
| Fund return | Category | Index (Barclay US Agg) |
% rank in category | Quintile rank | |
|---|---|---|---|---|---|
| YTD | 0.00% | 0.00% | -2.15% | 2% | 1 |
| 1yr | 0.19% | 0.23% | 1.38% | 69% | 4 |
| 3yr | 0.63% | 0.75% | 5.32% | 78% | 4 |
| 5yr | 0.46% | 0.61% | 3.55% | 77% | 4 |
| 10yr | 0.24% | 0.32% | 3.58% | 79% | 4 |
Calculate Growth of 10k
Starting year:
Initial amount USD:
Estimated current value USD:
$10,231
Fund Comparison
Find Another Fund
Fund Details
Category
Tax-Exempt Money Market Funds
Fund family
n/a
Fund status
Open
Fund inception
August 17, 2010
Manager
Team Managed
Investment Policy
The Fund seeks to provide its shareholders with high levels of current income exempt from federal income taxes, preservation of capital and liquidity. This fund will invest at least 80% of its assets in high quality municipal obligations, under normal market conditions.
Top Holdings
| Company | Symbol | % of total net assets |
|---|
Other News on LWAXX
No News currently available for LWAXX
