Top 10 municipal bond funds

    • [PDF File]PDF Tres n Municipal Bo Owership

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      Trends in Municipal Bond Ownership in 2018, making mutual funds the largest investor group behind households and non-profit organizations. Within this category, municipal bond ownership has shifted away from money market funds and toward other types of mutual funds. Investors may be shifting to ownership of municipal

    • [PDF File]PDF BONDS, BOND FUNDS, AND BOND ETFS

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      JULY 10, 2018 . FIXED INCOME WEBINAR . BONDS, BOND FUNDS, AND BOND ETFS. Beau Coash, Fixed Income Portfolio Manager . Lee Sterne, ETF Strategist . Luke Vance,

    • [PDF File]PDF Frost Municipal Bond Fund

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      was rated against 242 Municipal National Intermediate Bond funds over a three-year period, 217 over a five-year period and 150 over a ten-year period. With respect to these funds, FIMUX received a rating of 2 stars for all periods.

    • [PDF File]PDF Who Holds Municipal Bonds? - Institutional Investor

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      Who Holds Municipal Bonds? Municipal market watchers typically hear weekly reports ... 18% of the total $3.7 trillion outstanding municipal bond ... Municipal Securities - Funds and ETFs

    • Municipal bond investing

      municipal bond complex Invesco is among the top 10 municipal bond managers by assets1 Municipal bond investing 3 1ource: Alpha Strategic Insight Simfund/MF Desktop, based on assets under management as of March 31, 2019 S 2a as of March 31, 2019 Dat 3efers to the fund's risk-adjusted return.

    • [PDF File]PDF Vanguard Municipal Bond Funds

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      Vanguard Municipal Bond Funds ... Tax-Exempt Fund 10/31/2018 4/30/2019 Period1 Based on Actual Fund Return Short-Term ... Top Ten 65.0% The table shows the percentage of net assets, excluding any futures contracts. Largest Area Concentrations

    • Invesco Oppenheimer Rochester Municipals Fund fact sheet (PDF)

      and 58 New York Municipal Debt Funds for the 3-, 5- and 10-year periods ended 11/30/18. Lipper Awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds' historical risk-adjusted returns, measured in local currency, relative to peers.

    • AUGUST 2019 Five Star Investment Ideas

      The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 Stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and

    • [PDF File]Fidelity Advisor Municipal Income Fund

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      The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the ... among municipal bond revenue sectors and general obligation classifications. Subject to Alternative Minimum Tax Fidelity Advisor Municipal Income Fund ...

    • [PDF File]PDF Municipal Commentary T K U.s. Municipal Bond Market ... - Pnc

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      the variables that may or may not affect municipal bond investor behavior in the near term, for example: The corporate tax rate was lowered to 21% from 35%. The top individual tax rate was reduced to 37% from 39.5%. Individuals get an itemized deduction up to $10,000 for property, sales, or income taxes.

    • [PDF File]PDF New Jersey Municipal Bond Fund

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      to these funds and time periods, the fund received a rating of 3, 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]PDF Q2 | 2019 MFS North Carolina Municipal As of June 30, 2019 ...

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      shorten the maturity. Longer-maturity funds are generally considered more interest-rate sensitive than shorter maturity funds. Average Effective Duration is a measure of how much a bond's price is likely to fluctuate with general changes in interest rates, e.g., if rates rise 1.00%, a bond with a 5-year duration

    • [PDF File]PDF Baird Core Intermediate Municipal Bond Fund

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      The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Baird Core Intermediate Municipal Bond Fund (Institutional Class) was rated 4stars out of 242 funds in the Muni National Intermediate Bond category for the 3-

    • [PDF File]PDF 5 Reasons Why Short-Term Municipal Bonds Makes Sense Now

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      MUNICIPAL BONDS MAKE SENSE NOW We'll admit it upfront: Municipal bonds are not as sexy as gold ... The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom ... The S&P Municipal Bond Index ...

    • [PDF File]PDF Pennsylvania Municipal Bond Fund

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      to these funds and time periods, the fund received a rating of 4, 4 and 5 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.

    • Municipal Bond ETFs: Liquidity Impact on the ...

      2018 Municipal Securities Rulemaking Board msrb.org 3 APRIL 2018 Municial Bond TFs: iquidity mpact on the Municial Bond Market I. Introduction The growth of exchange-traded funds ("ETFs" or "funds") has been robust in the past 20

    • A diversified, credit-focused approach to municipal bond ...

      municipal bond team, among America's largest and most experienced municipal bond managers. The investment team applies Eaton Vance's credit research process, while implementing a relative-value trading approach to municipal investing. The Fund This offering provides broad exposure to the municipal bond market, seeking to

    • [PDF File]PDF Bond Core Plus Fund

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      Top 10 Holdings as of 03-31-17 % Assets Us 2yr Note (Cbt) Jun17 Xcbt 20170630 06-30-17 14.53 ... investment funds (each, a 'Fund' and collectively, the 'Funds') offered under the Collective Trust that serve as ... For municipal bond funds, Morningstar also obtains from fund companies the average ...

    • Fidelity California Municipal Income Fund (FCTFX)

      Fidelity® California Municipal Income Fund (FCTFX) ... The top 10% of funds in each fund category receive 5 stars, the ... Bloomberg Barclays Municipal Bond Index is a market value-weighted index of investment-grade municipal bonds with maturities of one year or more.

    • [PDF File]PDF Explore Our Top Morningstar-rated Funds

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      Against 198 Inflation-Protected Bond Funds AB High Income Fund (AGDYX) Against 601 High Yield Bond Funds AB High Income Fund is the #1 ranked fund for the 10-year period in the High Yield Funds Category, out of 298.1 AB Income Fund (ACGYX) Against 852 Intermediate-Term Bond Funds AB Global Bond Fund (ANAYX) Against 285 World Bond Funds AB High ...

    • PDF Vanguard Municipal Bond Funds

      Bloomberg Barclays Municipal Bond Index 4.80 General & Insured Municipal Debt Funds Average1 4.75 High-Yield Tax-Exempt Fund Investor Shares 5.89% Bloomberg Barclays Municipal Bond Index 4.80 General & Insured Municipal Debt Funds Average1 4.75 1 Derived from data provided by Lipper, a Thomson Reuters Company.

    • [PDF File]PDF Post Retirement Date Fund

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      which is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below Average, and the bottom 10% Low.

    • [PDF File]PDF MAY 7, 2019 FIXED INCOME WEBINAR Bonds, Bond Funds, and Bond ETFs

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      Bonds, Bond Funds, and Bond ETFs FIXED INCOME WEBINAR MAY 7, 2019 ... (Top) Barclays as of 11/30/18. ... Source: Simfund and Morningstar Direct as of 3/31/19; includes both taxable and municipal bond Mutual Funds. 24 Bond ETF Market Landscape 21 35 57

    • Fidelity Tax-Free Bond Fund (FTABX) - Mutual Funds Research

      Fidelity® Tax-Free Bond Fund (FTABX) No Transaction Fee 1 ... The top 10% of funds in each fund category receive 5 stars, the ... Bloomberg Barclays 3+ Year Non-AMT Municipal Bond Index is a market value-weighted index of investment-grade fixed-rate Non-Alternative Minimum Tax (AMT) municipal ...

    • [PDF File]PDF U.S. Bond Index Fund

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      which is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below Average, and the bottom 10% Low.

    • [PDF File]PDF Baird Short-Term Municipal Bond Fund

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      The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Baird Short-Term Municipal Bond Fund (Institutional Class) was rated 5stars out of 179 funds in the Muni National Short category for the 3year period.-

    • [PDF File]PDF Putnam AMT-Free Municipal Fund

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      The Bloomberg (BBG) Barclays Municipal Bond Index is an unmanaged index of long-term fixed-rate investment-grade tax-exempt bonds. You cannot invest directly in an index. Lipper rankings for class R6 shares are based on total return without sales charge relative to all share classes of funds with similar objectives

    • [PDF File]Fidelity Tax-Free Bond Fund

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      Fidelity Tax-Free Bond Fund SYMBOL: FTABX ... The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive ... Bloomberg Barclays 3+ Year Non-AMT Municipal Bond Index is a market value-weighted index of investment-

    • [PDF File]PDF Q2 | 2019 MFS Pennsylvania Municipal As of June 30, 2019 Bond ...

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      shorten the maturity. Longer-maturity funds are generally considered more interest-rate sensitive than shorter maturity funds. Average Effective Duration is a measure of how much a bond's price is likely to fluctuate with general changes in interest rates, e.g., if rates rise 1.00%, a bond with a 5-year duration

    • 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 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

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