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.
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 4stars out of 176 funds in the Muni National Short category for the 3year period.-
FEATURED FUNDS EXPLORE OUR TOP MORNINGSTAR-RATED FUNDS ... Against 146 High Yield Muni Funds AB Municipal Bond Inflation Strategy (AUNYX) Against 171 Muni National Short Funds ... 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% ...
The top 10% of funds in each fund 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. ... Bloomberg Barclays Municipal Bond Index is a market value-weighted index of investment-grade municipal bonds with maturities of one year or more.
244 Municipal National Intermediate Bond Funds. Morningstar rankings are based on risk adjusted returns, and ... 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 Frost Municipal Bond Fund is ...
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, 135 and 89 High Yield Muni Funds for the overall rating and the 3, 5 and 10 year periods ended 12/31/2019, respectively. Morningstar Rating for other share
Investment Quality Bond Trust
Top 10 Holdings as of 09-30-19 % Assets Federal National Mortgage Associatio 3% 10-10-49 5.58 ... For municipal bond funds, Morningstar also obtains from fund companies the average effective duration. In these cases static breakpoints are utilized. These breakpoints are as follows:
Fed Funds / 10 Year Treasury Spread Historical Fed Funds and Treasury Yields Source: Bloomberg as of 3/31/19. Shaded gray bars represent periods in which the U.S. was in a recession. Past performance is no guarantee of future results. FED FUNDS TARGET RATE VS. HISTORICAL 10 YEAR TREASURY YIELD 10 Year Treasury Yield
Municipal bond default rates vary considerably depend-ing on a variety of factors, including the types of bonds issued and whether the ultimate obligor is a municipal entity or a non-municipal entity (i.e., a conduit bor-rower). For example, if you are considering purchasing municipal securities that finance speculative projects,
n Municipal Bond: Investments in municipal instruments can be volatile and significantly affected by adverse tax or court rulings, legislative or political changes, market and economic conditions, issuer, industry-specific (including the credit quality of municipal insurers), and other conditions.
TAXABLE BOND CATEGORY ULTRA SHORT BOND FUND …
taxable bond category for the 1-, 5- and 10- year periods ending 12/31/2017, respectively. Barron's Best Mutual Fund Families, February 11, 2017, Lord Abbett Funds ranked #1 in the Taxable Bond Category among 61 fund families based on the net total return of the …
US Bond Fund ... Top 10 Holdings as of 09-30-19 % Assets BlackRock U.S. Debt Index NL F 40.03 BlackRock Core Plus 20.15 ... For municipal bond funds, Morningstar also obtains from fund companies the average effective duration. In these cases static breakpoints are utilized. These breakpoints are as
Vanguard tax-exempt bond funds discussed in this report ranged from 2.76% for the Short-Term Tax-Exempt Fund to 10.90% for the High-Yield Tax-Exempt Fund. Results of the funds versus their benchmark indexes were mixed. • There was a marked shift in …
Vanguard Target Retirement 2035 Inv Volatility Meter* The Investment volatility, when shown, ... the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below ... Taxable Fixed-Income and Hybrid funds and Average Nominal Maturity for Municipal Bond Funds.
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