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  • top 10 municipal bond funds

    • 2020 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.

      highest municipal


    • 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 4stars out of 176 funds in the Muni National Short category for the 3year period.-

      municipal


    • EXPLORE OUR TOP MORNINGSTAR-RATED FUNDS

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      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% ...

      municipal available


    • Fidelity Advisor Intermediate 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 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.

      municipal


    • Frost Municipal Bond Fund - Frost Bank

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      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 ...

      government


    • 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:


    • MAY 7, 2019 FIXED INCOME WEBINAR Bonds, Bond Funds, …

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      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 Bonds: Understanding Credit Risks

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      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,


    • Q4 | 2019 MFS Massachusetts Municipal As of December 31 ...

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      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 - Voya Financial

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      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 Municipal Bond Funds

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      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 *For illustrative purposes ...

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      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.