A Less Taxing Way To Invest

The yields on municipal bond funds are tempting -- and tax exempt, too

RETAIL FUNDS BY 3-YR RETURN

Name

Ticker

12-Month Yield

1-Yr. Total Return*

3-Yr. Annualized Total Return*

5-Yr. Annualized Total Return*

Minimum Initial Purchase

Phone Number

Muni National — Long-Term

Eaton Vance National Municipals A EANAX 6.03 10.02 6.40 6.79 $1,000 800-225-6265
First Investors Insured Tax-Ex II A EIITX 3.37 7.92 6.24 7.71 1,000 800-423-4026
TIAA-CREF Tax-Exempt Bond TCTEX 3.53 7.87 5.93 NA 2,500 800-223-1200
Fidelity Spartan Municipal Income FHIGX 4.31 7.61 5.82 7.01 10,000 800-544-6666
Schwab Long-Term Tax-Free Bond SWNTX 3.91 6.73 5.68 6.96 2,500 800-435-4000

Muni National — Intermediate

Strong Intermediate Municipal Bd Inv SIMBX 3.56 7.47 6.81 NA $2,500 800-368-3863
Evergreen Intermediate Muni Bd A ESTVX 3.50 6.63 5.91 7.14 1,000 800-343-2898
State Farm Tax Advantaged Bond A SFTAX 3.87 7.34 5.87 NA 250 800-447-0740
Harris Insight Tax-Exempt Bond N HXBAX 4.28 6.65 5.76 7.49 1,000 800-982-8782
Delaware Tax-Free USA Intermediate A DMUSX 3.67 7.36 5.62 6.50 1,000 800-523-4640
SOURCE: MORNINGSTAR INC.
MORNINGSTAR MAKES EVERY EFFORT TO ENSURE THE COMPLETENESS AND ACCURACY OF THIS DATA BUT CANNOT GUARANTEE IT.
*RETURNS THROUGH AUG. 31, 2004
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