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Dupree Mutual Fund Mississippi Tax-free Income Fund (0P000032Z9)

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11.130 -0.000    0.00%
29/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.38M
Type:  Fund
Market:  United States
Issuer:  Dupree
Asset Class:  Equity
Dupree Mutual Fund Mississippi Tax-Free Income Fun 11.130 -0.000 0.00%

0P000032Z9 Overview

 
On this page you'll find an in-depth profile of Dupree Mutual Fund Mississippi Tax-free Income Fund. Learn about the key management, total assets, investment strategy and contact information of 0P000032Z9 among other information.
Category

Muni Single State Interm

Total Assets

5.38M

Expenses

0.70%

Inception Date

Dec 31, 1999

Investment Strategy

The investment seeks to provide a high and stable level of income exempt from federal and Mississippi personal income taxes derived from Mississippi municipal securities without incurring undue risk to principal. The fund seeks to provide a steady flow of tax-exempt income derived from Mississippi municipal securities of investment grade quality (those rated BBB or Baa or higher by U.S. nationally recognized rating services at the time of purchase) with a weighted average nominal maturity normally 10 years or greater. It is non-diversified.

Contact Information

Address P.O. Box 1149
Lexington,KY 40588
United States
Phone -

Top Executives

Name Title Since Until
Brian Tibe Portfolio Manager 2015 Now
Biography Mr. Tibe is a 1996 graduate of the University of Kentucky with a major in Finance. He has been employed by Dupree & Company, Inc. since 2005 serving as an Investment Advisor. Tibe has been employed in the securities industry since 1996, previously with Fidelity Investments and Charles Schwab.
Vincent Harrison Lead Portfolio Manager 1999 Now
Biography Mr. Harrison is a 1993 graduate of Eastern Kentucky University, with majors in Finance and Real Estate. He was employed by Dupree & Co. in 1994 and worked in bond accounting until 1999 when he became an Assistant Manager. He became Lead Portfolio Manager in 2004.
Eugene Gard Associate Portfolio Manager 2008 2015
Biography Gard is a 2001 graduate of the United States Naval Academy and served in the U. S. Navy until 2007. He joined Dupree & Co. in 2008 as an Associate Portfolio Manager. He achieved the CFA designation in 2012.
Thomas P. Dupree founded Dupree Funds 2004 2007
Biography Mr. Dupree is the chairman of Dupree & Company, Inc. and the president of Dupree Mutual Funds. From 1955 to 1980, he worked in municipal bond sales as a trader and institutional salesman. He founded Dupree Mutual Funds in 1979. He has more than 50 years of experience in the municipal bond industry.
William T. Griggs executive Vice President 2000 2004
Biography Griggs is an executive vice president with Dupree & Company, his employer since 1989. Previously, he spent three years with Edward D. Jones & Company, where he had served as a branch manager. He also spent 12 years in public financial management as a chief financial officer. Griggs is a Certified Public Accountant
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