Best tax free bond funds
[PDF File]Fidelity Defined Maturity Funds - Fidelity Investments
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• The funds plan to liquidate and distribute net assets to shareholders in July of their maturity year. • The series consists of funds maturing in 2017, 2019, 2021, and 2023. • Monthly federal tax-free dividends can be reinvested or taken as income. • The minimum investment is $10,000 per …
Invesco California Tax-Free Income Fund fact sheet (PDF)
Invesco California Tax-Free Income Fund Tax-free investment grade Mutual Fund Retail Share Classes Data as of June 30, 2019 Investment objective The fund seeks to provide a high level of current income exempt from federal and California income tax, consistent with …
[PDF File]Fidelity Tax-Free Bond Fund
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•Fidelity® Tax-Free Bond Fund is a diversified national municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. •Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each security.
California Tax-Free Funds
California Tax-Free Funds The funds primarily invest in high-quality California debt securities and are designed for investors seeking income exempt from federal and California state income taxes. For more insights from T. Rowe Price investment professionals, go to troweprice.com.
[PDF File]DUPREE MUTUAL FUNDS TAX-EXEMPT MUNICIPAL BOND …
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DUPREE MUTUAL FUNDS TAX-EXEMPT MUNICIPAL BOND FUNDS Alabama Tax-Free Income Series – DUALX Kentucky Tax-Free Income Series – KYTFX Kentucky Tax-Free Short-to-Medium Series – KYSMX Mississippi Tax-Free Income Series – DUMSX North Carolina Tax-Free Income Series – NTFIX North Carolina Tax-Free Short-to-Medium Series – NTSMX
Franklin Tax-Free Income Funds
reinvest your dividends to benefit from tax-free compounding or redirect your dividends into other investments. Individual bonds don’t offer such flexibility.7 Accessibility and Convenience Municipal bond funds may offer you access to municipal bonds that could be unavailable for you 4 Franklin Tax-Free Income Funds franklintempleton.com
[PDF File]Data as of August 31, 2019 Closed-End Municipal Funds ...
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In tax-exempt funds, income may be subject to state and local taxes, as well as the alternative federal minimum tax. Capital gains, if any, will be subject to taxes. Income for state specific funds may be exempt from state and local taxes for in-state residents only. The information provided is not tax or investment advice.
Tax-Free Funds
T. Rowe PRice Tax-FRee Funds Longer-term Treasury yields ended flat to slightly lower over the period despite the accelerating economy and widening budget deficit. Stable yields supported bond prices generally, and most domestic bond segments recorded modest, positive total returns. Healthy corporate earnings and economic conditions
[PDF File]Vanguard Municipal Bond Funds
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Vanguard Municipal Bond Funds ... You may elect to receive paper copies of all future shareholder reports free of charge. If you invest through a financial intermediary, ... for the High-Yield Tax-Exempt Fund, 0.17% for Investor Shares and 0.09% for Admiral Shares.
[PDF File]Invest for tax-free income with an experienced team
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Putnam is a leader in tax-free investing A broad range of options Putnam offers a choice of municipal bond funds, including high-yield and AMT-free portfolios, and state-specific funds, which are also free from state and local taxes.
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