Filing Analysis
📄 Other SEC Filing
Filed Sep 19, 2025
⚪ LOW
The Fund's Board of Trustees approved a change to non-fundamental investment guidelines. The minimum investment guideline for New York Municipal Bonds is being reduced from 90% to 80%, effective October 20, 2025.
📋 Key Facts
- Board approval date: September 17, 2025
- Effective date of change: October 20, 2025
- New York Municipal Bond guideline reduction: From 90% to 80% of net assets
- Fundamental policy remains unchanged (at least 80% in investments exempt from federal and NY state income taxes)
- Change will be reflected in the annual shareholder report for the period ending December 31, 2025
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