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Dupree Taxable Municipal Bond Series (0P0000PRHZ)

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7.550 +0.030    +0.40%
29/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Dupree
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.59M
Dupree Taxable Municipal Bond Series 7.550 +0.030 +0.40%

Dupree Taxable Municipal Bond Series Overview

 
On this page you'll find an in-depth profile of Dupree Taxable Municipal Bond Series. Learn about the key management, total assets, investment strategy and contact information of 0P0000PRHZ among other information.
Category

Long-Term Bond

Total Assets

3.59M

Expenses

0.70%

Inception Date

Nov 01, 2010

Investment Strategy

The investment seeks to provide a high and stable level of taxable income derived from taxable municipal bonds without incurring undue risk to principal. The fund seeks to provide a steady flow of taxable income derived from taxable municipal securities of investment grade quality (those rated BBB or Baa or higher by U.S. nationally recognized rating organizations (NRSROs) at the time of purchase) with a weighted average nominal maturity normally greater than 10 years. The fund generally purchases taxable municipal bonds with nominal maturities typically ranging from 10-30 years. The fund 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 2010 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 2010 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.
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