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The investment seeks a high level of current income exempt from Rhode Island state and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Rhode Island state and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but the fund's weighted average maturity has traditionally been between 5 and 15 years. The fund is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Jeffrey K. Hanna | Senior Vice President | 2000 | Now |
Biography | Mr. Hanna, a Senior Vice President of Citizens Investment Advisors, has served as the portfolio manager or co-portfolio manager. Hanna is an officer of Citizens Investment Advisors. He has held this position since 2005. Hanna is a vice president within Citizens Investment Advisors' Investment Management Services Group, has been with the company since 1988. | ||
Salvatore C. Di Santo | Senior Vice President, Head | 1992 | 2015 |
Biography | DiSanto is a senior vice president and head of the investment division of Citizens Bank. He joined the company in 1954, and became a vice president in 1966, and assumed his current positions in 1986. DiSanto is a member of the Providence Society of Financial Analysts. |
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