Viking Tax-Free Fund for Montana Class A is an actively managed municipal bond mutual fund focused on generating a high level of current income that is exempt from federal and Montana personal income taxes, while emphasizing capital preservation. The portfolio normally invests at least 80% of net assets in municipal securities whose interest is free from federal income tax, including the alternative minimum tax, and from Montana state income tax. Positioned in the muni single-state intermediate category, the fund targets intermediate duration exposure to bonds issued by Montana state and local entities that finance public projects such as infrastructure and essential services. The fund is non-diversified and typically holds a concentrated lineup of Montana municipal issuers, providing targeted tax-advantaged income to residents seeking state-specific exposure. It distributes income on a monthly basis and has an inception dating back to the late 1990s, reflecting a long operating history within the IntegrityVikingFunds family. By focusing on tax-exempt municipal debt and prudent duration, Viking Tax-Free Fund for Montana Class A serves investors aiming to align income needs with state and federal tax efficiency.
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