Top rated muni bond funds
[PDF File]Alpha/Beta The Outlook For Muni onds
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May not be reflective of the muni bond market Greater concentration risk Higher cost, no guarantee of outperformance. Market Cap Weighting strategies Top 10 States MUB ... Challenges of Bond Funds
[PDF File]5 SHORT-TERM REASONS WHY MUNICIPAL BONDS
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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. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)
Featured municipal bond funds
Featured municipal bond funds For more information, please consult with your financial advisor and visit nuveen.com. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or
[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 ... Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible. The municipal market is volatile and can be significantly ... Fidelity Advisor ...
[PDF File]GETTING AHEAD OF THE CURVE
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Bond exchange traded funds (ETFs) have transformed how investors ... MUB iShares National Muni Bond ETF Muni National Intermediate 22 30 36 ... fluctuations, risk of default or loss of income and principal than higher-rated securities.
[PDF File]5 Reasons Why Short-Term Municipal Bonds Make Sense Now
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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. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)
[PDF File]Q3 | 2019 MFS North Carolina Municipal As of September 30 ...
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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]When do Municipal Bonds Make Sense in a Portfolio?
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When do Municipal Bonds Make Sense in a Portfolio I June, 2016 Page 3 owed following a default) for a general obligation bond is close to 100%. The reason is that with a general obligation bond, the issuer is allowed to use its full taxing power to raise enough money to repay bondholders.
[PDF File]Vanguard Tax-Exempt Bond Index Fund
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General Municipal Funds Average: Derived from data provided by Lipper, a Thomson Reuters Company. "Since Inception" performance is calculated from the Investor Shares’ inception date for both the fund and its comparative standards. One Year Since Inception (8/21/2015) Final Value of a $10,000 Investment Tax-Exempt Bond Index Fund Tax-Exempt ...
Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund
as “Not Rated” are not rated by the national ratings agencies stated above. 5 Fund primarily invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund and may also invest directly. References to investments are to the aggregate holdings of the Fund and the Portfolio. 6 Percent of bond holdings.
[PDF File]Muni Bonds: Best Investment for Rising Taxes
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Apr 29, 2010 · Intermediate-Term Bond Fund (USATX), which has an average credit quality of A and recent yield of 4.5 percent. For an even higher quality portfolio, consider the AA-rated Vanguard Intermediate-Term Tax-Exempt Bond Fund (VWITX), a favorite of many financial advisors and a top Morningstar pick.
[PDF File]Muni Week In Review Jan92015
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muni bond funds in 45 of 52 weeks…this week $1.38 billion came to muni funds of which $821 million came to long term funds and $336 tohighyield funds… Shrinking Supply…New supply $11 billion re‐ places only half of $8.5 billion munis maturing and $11.6 billion munis called over the next 30
[PDF File]Mutual Funds | U.S. Fixed Income | Tax-exempt Bond
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Fund were rated against 185, 169, and 142 Muni Single State Long funds over the 3-, 5- and 10-year periods, respectively. With respect to these funds, Class A and C shares of the Fund received Morningstar Ratings of 4, 4, and 4; 2, 2, and 2 stars for the 3-, 5- and 10-year periods, respectively.
Evergreen Municipal Bond Fund - Morningstar, Inc.
Evergreen Municipal Bond Fund Investment Category: Tax Advantaged All portfolio information as of March 31, 2008 unless otherwise noted (unaudited), and subject to change • The fund seeks current income exempt from federal income taxes, other than the alternative minimum tax, as part of a long-term strategy of achieving tax-advantaged total ...
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