Sentences with phrase «municipal bond category»

The Municipal Bond category includes national portfolios, broken out by maturity, as well as single - state categories.

The differential between the funds with the highest and lowest expense ratios within the taxable bond and municipal bond categories was even greater: near 3.5 times.

Not exact matches

Build America Bonds (BABs) are a recent category of taxable municipal bonds, introduced in the wake of the 2008 financial crBonds (BABs) are a recent category of taxable municipal bonds, introduced in the wake of the 2008 financial crbonds, introduced in the wake of the 2008 financial crisis.

an interest - bearing promise to pay a specified sum of money (the principal amount) on a specific date; bonds are a form of debt obligation; categories of bonds are corporate, municipal, treasury, agency / GSE

Bond ETFs come in many different flavors, but they generally fall into one of four categories: sovereign; corporate; municipal; and broad market.

Symbol: VMLUX Category: Municipal Bond Fund / Short Duration Bond Fund Style: Active LB Rating: ***** 5 Stars Last Updated: 12/18/12

Seth Carpenter, Selva Demiralp, Jane Ihrig and Elizabeth Klee find that some categories of investors appear to sell U.S. Treasuries to the Federal Reserve and rebalance toward riskier assets (corporate bonds, commercial paper, and municipal debt).

an interest - bearing promise to pay a specified sum of money (the principal amount) on a specific date; bonds are a form of debt obligation; categories of bonds are corporate, municipal, treasury, agency / GSE

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

Starting with the investment grade BBB ratings category, municipal bonds have had a return of nearly 3.5 % year - to - date while the large entities tracked in the S&P 500 BBB Investment Grade Corporate Bond Index has recorded a negative 0.46 %.

Moving into the below investment grade category of BB + and below municipal bonds are still outpacing their corporate counterparts.

Municipal bonds aren't an exciting topic over a cocktail party, however they were one of the best performing bond categories in 2015.

While the two main categories of funds are those that provide taxable or tax - exempt income to investors, bond funds also vary based on maturity (short - term, long - term), type of issuer (municipal, corporate, etc.), strategy, investment objective and credit quality.

Bonds include categories such as corporate debt, municipal bonds, structured securities, U.S. government bonds and foreign government bBonds include categories such as corporate debt, municipal bonds, structured securities, U.S. government bonds and foreign government bbonds, structured securities, U.S. government bonds and foreign government bbonds and foreign government bondsbonds.

Annuities Auction Rate Securities Business Development Companies Callable Security Lotteries at Baird Certificate of Deposit Disclosure Closed End Funds and UITs Exchange Traded Products Fixed - Income Securities Featuring a Survivor's Option (or «Death Put») Foreign Transaction Taxes Fund of Hedge Funds Hedge Funds Investing in Bonds Investment Managers» Placement of Client Trade Orders and Their «Trade Away» Practices IPOs Leveraged and Inverse Funds Managed Futures MLPs MLPs - The Taxation of Master Limited Partnerships FAQs Municipal Bonds Mutual Funds Disclosure Non-Exchange Traded Equity Securities Non-Rated, Split - Rated, and Below Investment Grade Securities Private Equity Funds REITs Rollover IRAs Securities in the Lowest Investment Grade Category Structured Products Variable Rate Demand Notes

Municipal bonds continually fall into this category because of their tax exempt status in most localities.

The three largest categories of zero coupon securities available are zero coupon Treasury bonds, zero coupon corporate bonds and zero coupon municipal bonds, which are issued by the U.S. Treasury, corporations, and state and local government jurisdictions, respectively.

For example, Jonathan Clements used Morningstar data that grouped bonds into five categories: government backed mortgage, corporate, U.S. Treasury, general municipal, and high - yield bonds.2 Clements found that in 28 out of 30 comparisons higher expenses meant lower returns to the investor.