Municipal bond fund returns

    • [PDF File]Frost Municipal Bond Fund

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      The Frost Municipal Bond Fund is managed by a team of professionals, to include: Jeffery Elswick, Senior Fund Manager, Director of Fixed Income and Managing Director at Frost, has been the portfolio manager for the Fund since its inception. Mr. Elswick is supported by a team of appropriately trained, qualified analysts and fixed income traders.


    • [PDF File]Vanguard Municipal Bond Funds

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      Vanguard Municipal Bond Funds See the inside front cover for important information about access to your fund’s annual and semiannual shareholder reports. Contents About Your Fund’s Expenses 1 Short-Term Tax-Exempt Fund 3 Limited-Term Tax-Exempt Fund 51 Intermediate-Term Tax-Exempt Fund 145 Long-Term Tax-Exempt Fund 285 High-Yield Tax-Exempt Fund 326 Trustees Approve Advisory …


    • Fidelity Ohio Municipal Income Fund (FOHFX)

      l ®Fidelity Ohio Municipal Income Fund is a single-state-focused municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. l Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each security.


    • HIGH YIELD MUNICIPAL BOND FUND

      HIGH YIELD MUNICIPAL BOND FUND OVERALL MORNINGSTAR RATING‡ ★★★★ Morningstar rated the Lord Abbett High Yield Municipal Bond Fund class A share 5, 4 and 3 stars among 155, 134 and 87 High Yield Muni Funds for the overall rating and the 3, 5 and 10 year periods ended 6/30/2019, respectively. Morningstar Rating for other share


    • [PDF File]Pennsylvania Municipal Bond Fund

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      to these funds and time periods, the fund received a rating of 4, 4 and 4 stars. Other classes may have different performance characteristics. The Standard & Poor’s Municipal Bond Index measures U.S. municipal market performance of bonds issued by states or municipalities and exempt from federal income and alternative minimum tax.


    • [PDF File]As of September 30, 2019 Fact Sheet MFS Alabama Municipal …

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      Fact Sheet MFS ® Alabama Municipal Bond Fund Q3 | 2019 As of September 30, 2019 Objective Seeks total return with an emphasis on income exempt from federal income tax and Alabama personal income tax, if any,


    • [PDF File]New York Municipal Opportunities

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      entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. The Fund’s information prior to February 18, 2015 is the information for the Fund when it followed different investment strategies under the name “BlackRock New York Municipal Bond Fund.” KEY FACTS Size of Fund (Millions) $1,754.1M


    • HIGH YIELD MUNICIPAL BOND FUND - Lord Abbett

      HIGH YIELD MUNICIPAL BOND FUND OVERALL MORNINGSTAR RATING‡ ★★★★ Morningstar rated the Lord Abbett High Yield Municipal Bond Fund class A share 4, 4 and 4 stars among 155, 136 and 87 High Yield Muni Funds for the overall rating and the 3, 5 and 10 year periods ended 9/30/2019, respectively. Morningstar Rating for other share


    • [PDF File]CGCM Municipal Bond Investments (TMUUX)

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      CGCM Municipal Bond Investments (TMUUX) Objective: Seeks a high level of income exempt from federal taxation consistent with capital preservation OVERVIEW McDonnell Investment Management, the fund’s sole sub-adviser, seeks to maintain a yield and total return at or above the benchmark targets. PROCESS & DIFFERENTIATORS Key Features of Process


    • [PDF File]MFS Pennsylvania Municipal Bond Fund

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      MFS ® Pennsylvania Municipal Fact Sheet Bond Fund Q2 | 2019 As of June 30, 2019 Objective Seeks total return with an emphasis on income exempt from federal income tax and Pennsylvania personal income


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