Best insured municipal bond funds
[PDF File]Top Five Municipal Market Insights for 2015
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Mutual funds are subject to market risk and will fluctuate in value. A portion of a municipal fund’s income may be subject to state and local taxes or the Alternative Minimum Tax. Funds that invest in bonds are subject to interest-rate risk and can lose principal value when interest rates rise.
[PDF File]EALTX
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Laddered Municipal Bond Fund (EILTX) Best Intermediate Municipal Debt Fund over 10 years** Out of 44 Intermediate Municipal Debt Funds as of 11/30/2020 10 YEARS Fund Facts A & I Shares Inception 02/01/2010 Investment Objective Current tax-exempt income Total Net Assets $959.1M Class A Expense Ratio2 Gross 0.68% Net 0.65%
[PDF File]MacKay Municipal Managers – Insights for 2019
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MacKay Municipal Managers ™ employs a relative value investment approach across all of their municipal strategies, with a focus on total return. The team The team seeks to capitalize on opportunities created by the mispricing of securities and will move along the credit curve based on where they find the best relative value.
n different? AMCAP Fund Municipal Bond Fund
the unmanaged Lehman Brothers Municipal Bond Index (which measures the invest-ment-grade market and does not include expenses) posted a total return of 4.3%, while the Lipper High-Yield Municipal Debt Funds Average returned 4.4%. Bond market overview The high-yield municipal market enjoyed a period of relative strength for the first
Municipal Bond Investing A closer look at tax-exempt debt
Municipal Bond Complex Invesco is among the top 10 municipal bond managers by assets Municipal Bond Investing 3 1 Alpha refers to the fund’s risk-adjusted return. It is calculated by comparing the volatility of a fund to the risk-adjusted performance of a benchmark index. The alpha of the fund is the excess return compared to that of the index.
[PDF File]Bridge Builder Municipal Bond Fund
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Bridge Builder Municipal Bond Fund Summary Prospectus Ticker:BBMUX October 28, 2021 ... funds. The Example assumes that you invest $10,000 in the Fund for the time periods indicated and then redeem all of your ... An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency ...
[PDF File]State Farm Municipal Bond Fund
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Associates’ Funds Trust—Municipal Bond Fund Summary Prospectus April 1, 2021 ... other insured depository institution and is not insured or guaranteed ... Barclays 7-year Municipal Bond Index (reflects no deductionfor expenses or taxes) ..... 5.11% 3.47% 3.97%
[PDF File]Strategic Advisers Funds - Fidelity Investments
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term yields led to municipal bonds returning -0.27%, as measured by the Bloomberg Municipal Bond Index. Riskier segments of the bond market such as high-yield (+0.95%, ICE BofA U.S. High Yield Constrained Index) gained ground, whereas emerging-markets debt (-0.53%, J.P. Morgan Emerging Markets Bond Index Global), underperformed investment-grade ...
Morningstar 4-star and 5-star municipal bond funds 3Q2021
Morningstar™ 4- and 5-Star Municipal Bond Funds 3RD QUARTER • 2021 The Funds’ overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics. Morningstar Rankings are based on the total return performance ...
[PDF File]Wisconsin Double Tax Exempt Municipal Bond Information FOR ...
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080692bx3 beloit wis fed tax-ex/st taxabl water sys xlca insured 4.3750 271101 080692by1 beloit wis fed tax-ex/st taxabl water system xlca insured 4.5000 281101 080692dr4 beloit wis fed tx-ex/st taxable water system 4.5000 301101 1128533p9 brookfield, wis go fed tax-ex/s unltd corp purp bond 4.3000 281201
[PDF File]Eaton Vance Municipals Trust
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Eaton Vance Municipal Income Funds July 31, 2021 Management’s Discussion of Fund Performance1 Economic and Market Conditions As the period opened on August 1, 2020, the municipal bond market was at the tail end of a rally that had lasted for most of the summer of 2020,
[PDF File]The Municipal Bond Opportunity
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in longer-term municipal bonds. Longer-term municipals best positioned for rebound ... AMT-Free Municipal Bond Insured Municipals ... Fund relative to that of the average of the municipal funds ...
[PDF File]A fi xed income portfolio designed to maximize risk ...
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BAB Invesco Taxable Municipal Bond ETF 11 % + 5 % 0.28 FFRIX Fidelity Advisor Floating Rate High Income—Class I 6 % + 6 % 0.73 FDRXX Core Money Market* 2 % – 0.34 IEI iShares 3-7 Year Treasury Bond ETF – 11 % - – Weighted average net expense ratio:1 0.41 Fidelity Core Bond (Z) Allocations (as of 10/1/21)
[PDF File]LORD ABBETT MUNICIPAL INCOME FUND, INC. Lord Abbett High ...
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Lord Abbett High Yield Municipal Bond Fund Lord Abbett Short Duration High Yield Municipal Bond Fund (together, the “Funds”) Supplement dated September 29, 2021 to the ... may invest in both insured and uninsured municipal bonds. The Fund also may invest in zero coupon, deferred interest, pay-in-kind, and capital appreciation bonds. ...
[PDF File]EXPLORE OUR TOP MORNINGSTAR-RATED FUNDS
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Investment Products Offered • Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed 3 09.30.17. 1-0031 ... AB High Income Municipal Portfolio High Yield Muni 4 stars among 146 Funds 4 stars among 118 Funds N/A AB Municipal Bond Inflation Strategy Muni National Short 4 stars among 171 Funds 4 stars among 149 Funds N/A
Invesco AMT-Free Municipal Income
Municipal Income Fund• US Fixed Income Mutual Fund Retail Share Classes Data as of Sept. 30, 2021 Class Y shares (OMFYX): Best among 80 General & Insured Municipal Debt Funds for the 3-year period, best among 79 General & Insured Municipal Debt Funds for the 5-year period and best among 63 General & Insured Municipal Debt Funds for the 10-
[PDF File]SIE Review Charts - 2018 V7
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Bond Funds US Gov’t Bond Fund-Low income & risk - Taxable at federal level Corp. Bond Fund - Moderate income & risk - Taxable at all levels High-yield bond fund-Higher income & risk - Taxable at all levels Municipal Bond Fund - Moderate income & risk - tax-free interest (best for high-income earners) Stock Funds Growth Fund - higher risk ...
[PDF File]BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST BlackRock ...
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Bloomberg Municipal Bond Index is a benchmark that is designed to track the U.S. long term tax-exempt bond market, including state and local general obligation bonds, revenue bonds, pre-refunded bonds, and insured
[PDF File]State Farm Municipal Bond Fund
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Associates’ Funds Trust—Municipal Bond Fund Summary Prospectus April 1, 2020 Ticker: SFBDX (Offered to the Agents and Employees of the State Farm Insurance Companies and their families) Before you invest, you may want to review the fund’s prospectus and statement of additional information, which contain more information about the fund and
[PDF File]Bond Fund Investing
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More reasons to consider bond funds Some affluent investors use municipal bond funds as a source of tax-exempt interest income. Because municipal bond funds tend to have lower before-tax interest yields than those on taxable bonds, this investment is usually appropriate only for people in high tax brackets. Finally, investors may use short-term ...
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