Muni bond mutual funds

    • [PDF File]Nontaxable Investment Income

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      Nov 06, 2019 · TOTAL ALL EQUITY & BOND MUTUAL FUNDS: ICI ESTIMATED WEEKLY NET NEW CASH FLOW* (billion dollars, 13-week moving average, annualized) * ICI’s weekly cash flows are estimated while actual net new cash flows are collected on a monthly basis. Source: Investment Company Institute.

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    • [PDF File]Vanguard Municipal Bond Funds - Mutual funds, IRAs, ETFs ...

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      New York State Department of Taxation and Finance Taxpayer Services Division Technical Services Bureau This memorandum supersedes memorandum TSB-M-86-(8)I dated December 18, 1986 which should be destroyed. New York Tax Treatment of Interest Income on …

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    • [PDF File]New York State Department of Taxation and Finance Taxpayer ...

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      Dupree Mutual Funds is an open-end, no-load mutual fund family that offers shares in separate investment Series (hereinafter “Fund” or “Funds”) to the public. We have been in continuous operation since 1979, first as the Kentucky Tax-Free Income Fund, Inc. and in our current form since 1987. We were organized as a Kentucky Business Trust on

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    • [PDF File]DUPREE MUTUAL FUNDS TAX-EXEMPT MUNICIPAL BOND …

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      taxable bond purchased in the secondary market will only be treated as a capital gain. Taxable municipal bond investments may make sense in tax-deferred accounts such as IRAs, 401(k)s, and pension funds because interest earned in

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    • What is Muni Fund? definition and meaning - InvestorWords

      making comparisons because the Securities and Exchange Commission requires all mutual funds to calculate expenses based on a 5% return. You can assess your fund’s costs by comparing this hypothetical example with the hypothetical examples that appear in shareholder reports of other funds.

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    • [PDF File]Overview of the Taxable Municipal Market

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      or bonds that does not change. This differs from certain mutual funds in which portfolio managers periodically buy and sell investments to enhance the fund’s returns. The trust also expires after a specific period of time, unlike most mutual funds. Investors receive their share of the assets when the trust is terminated. Interest from

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