Municipal bond mutual funds
[DOC File]Choosing a Municipal-Bond Fund - bivio
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Costs are important for all bond funds, but especially for municipal-bond funds. In any given year, the difference between the highest- and lowest-returning muni funds can be just a few percentage points. …
[DOCX File]Total Amount of Interest - Winston-Salem/Forsyth County ...
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Directions: Display in a graphic organizer how mutual funds and exchange-traded funds are similar and different using the characteristics in the provided scenario. Melissa convinced David to invest money …
[DOC File]For additional information, please read Chapter Three of ...
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Also, per SEC Rule 15B (Municipal Advisor Rule), the policy must clearly state whether or not the cash being pooled/invested includes municipal bond proceeds or not. Investment income will be allocated to the various funds …
[DOCX File]Thrivent Aggressive Allocation Fund (Class A Shares)
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Thrivent Mutual Funds A Share Fund Performance, Fee and Expenses. Thrivent Aggressive Allocation Fund (Class A Shares) Performance. Please note that an investment’s past performance is not …
[DOC File]Thrivent Aggressive Allocation Fund (Class A Shares)
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Thrivent Municipal Bond Fund (Class I Shares) Performance. ... E A participant that invests in Thrivent Mutual Funds through a 403(b) plan is assessed an annual $20 custodial fee, whether the participant …
[DOC File]Examining a Bond Fund's Portfolio, Part 2
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In Mutual Funds 307: Examining a Bond Fund’s Portfolio, Part 1 we introduce the two drivers of bond performance: duration and credit quality. In this course, learn what Morningstar brings to the table: the fixed-income (a common term for bonds because they pay a fixed dividend to bondholders) style box and our tips for smart bond …
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