ORFIX
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    Fund Details

    Symbol
    ORFIX

    Net Asset Value
    $10.30 (February 22, 2012)

    Expense Ratio
    0.80%

    Strategy
    The Fund seeks high current income exempt from federal income tax and Oregon personal income tax, as is consistent with preservation of capital.

    Effective Date
    May 2, 2011

    Where to Buy
    Fidelity, Charles Schwab, E*Trade, Pershing

    Minimum Investment
    $10,000

    Duration*
    1-4 years

    *Duration is a time measure of the underlying bonds in the fund’s portfolio to  interest-rate sensitivity, based on the weighted average maturity of all the cash flows in the portfolio.

     

     

    How to Invest

    The SNW Oregon Short-Term Tax-Exempt Bond Fund is now available. To invest, complete the New Account Application, contact your investment professional, or give us a call at 1-855-234-9706.

    If you are an investor with over one-million dollars in investable assets, SNW Asset Management offers separately managed accounts.

     

    Before investing, you should carefully consider the Fund’s investment objectives, risks, charges and expenses. You may obtain a prospectus with this and other information about the Fund by clicking here or calling 1-855-234-9706. The prospectus should be read carefully before investing.

    The SNW Oregon Short-Term Tax-Exempt Bond Fund is distributed by BNY Mellon Distributors Inc., not an adviser affiliate.