Pennsylvania Municipal Bond FundSPAYX

MUTUAL FUNDSEI
Type
Mutual fund
Peer group
Municipal bond
Net assets
$138.2M
Expense ratio
0.59%
1-year return
+5.2%
3 years, a year
+3.9%
5 years, a year
+1.1%
Holdings
112

What it aims to do.

Current income exempt from federal and Pennsylvania state income taxes consistent with the preservation of capital.

Top 10 holdings.

Holding% of fund
Philadelphia Pa Auth For Indl Dev Hosp Rev3.89%
Pennsylvania St2.60%
Pennsylvania Higher Ed Assistance Agy Ed Ln Rev2.38%
Pennsylvania St2.16%
Philadelphia Pa Wtr & Wastewtr Rev2.16%
Philadelphia Pa Hsg Auth Gtd Rev2.06%
Adams Cnty Pa Gen Auth Rev2.01%
Commonwealth Fing Auth Pa Tob Master Settlement Pmt Rev1.92%
Allegheny Cnty Pa Hosp Dev Auth Rev1.90%
Philadelphia Pa Wtr & Wastewtr Rev1.85%

More on SPAYX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.