Sentences with phrase «grade municipal bond»

If your goal is to seek an overall tax advantage: Consider an investment - grade municipal bond fund with income that is usually exempt from federal income tax.4

Data as of June 26, 2015: The investment grade municipal bond market has managed to hold steady with a modest negative return of -0.37 % through June 26th 2015.

You'll also have to find a high - grade municipal bond that fits your time horizon with a yield high enough to beat the other short - term investment options.

The development of a high grade municipal bond portfolio is an attractive strategy for many of our clients.

If your goal is to seek an overall tax advantage: Consider an investment - grade municipal bond fund with income that is usually exempt from federal income tax.4

A DMF invests primarily in investment - grade municipal bonds whose maturities are roughly the same as the end date of the fund itself.

Blackrock Muni Yield Investment Quality (MFT) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in insured investment grade municipal bonds.

Blackrock Muni Holdings Quality (MUS) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in investment grade municipal bonds.

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

The next day, George put 50 percent of the money into an S&P 500 fund, while Karen placed the other half into short - term, investment grade municipal bonds.

The Bloomberg Barclay's High Yield Municipal Bond Index tracks consists of below - investment grade municipal bonds.

Investment grade municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index have seen a negative total return of 4.97 % in June so far, the worst month since September 2008 when the index was down 5.13 %.

Without going into too much detail of statistics and standard deviation, I can tell you that there is a lot of research evidencing less than a 0.5 % default rate for investment grade municipal bonds for the last few decades.

Investment grade municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index have seen a negative total return of 4.97 % in June so far, the worst month since September 2008 when the index was down 5.13 %.

Investment grade municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index have seen a 3.95 % return.

The yield spread between high yield and investment grade municipal bonds is now at 265bps or 2.65 % (on March 15, 2012 the spread was 351bps).

Investment grade municipal bonds also historically have had negative correlations to the equities markets.

Indeed, in some portfolios, e.g., high - grade municipal bonds held by individuals, almost no attention is paid to market prices.

Investment grade municipal bonds as measured by the S&P National AMT - Free Municipal Bond Index were down on the week having returned -0.37 %, though on the year are returning 5.52 %.

Investment grade municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index returned 8.92 %.

A quick look at the quality of investment grade municipal bonds compared to the corporate bond market can be seen in the graph below.

Investment grade municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index have seen a negative 3.21 % return year to date.

Income, Yield and Duration: Investment grade municipal bonds on average have a higher coupon cash flow to bondholders than corporate bonds and that cash flow is exempt from federal taxation.

With respect to principal, investment - grade municipal bonds tend to be stable.

Yields of investment grade municipal bonds have now fallen to levels that in relative terms make them «rich» to corporate bonds.

Tax - exempt investment grade municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index up 1.24 % year - to - date and high yield municipal bonds Read more -LSB-...]

They may be able to build a portfolio around certain investment - grade municipal bonds an investor currently owns, provided they meet the selection criteria and overall portfolio investment guidelines.

Returns for non-callable investment grade municipal bonds tracked in the 5, 7 and 9 year range all have demonstrated good returns in this low rate environment.

Using a tax rate of 35 %, the Taxable Equivalent Yield of these investment grade municipal bonds has moved to 4.38 %.

Not exact matches

Some are tax - free or taxable municipal bonds, and others are investment - grade corporate bonds and government bonds.

The trio of ETFs, when they launch, will round out Franklin's bond ETF lineup, which already includes a variety of actively managed fixed - income funds covering short - duration U.S. government debt, municipal bonds and the investment - grade corporate debt.

Within fixed income, we suggest raising average credit quality, particularly focusing on investments in areas like high - grade corporate and municipal bonds.

Being diversified means you have a wide variety of investment grade bonds — corporate, municipals, Treasuries and possibly foreign issues.

The major bond market segment that most investors concentrate on is the high - quality sector: U.S. government bonds, high - grade corporate bonds and high - grade municipals.

According to Bloomberg data on the S&P AMT - Free National Municipal Bond Index, munis returned 3.3 percent in 2015, beating taxable investment grade bonds.

Municipal bonds have an outlook much like the low - grade bonds but the lack of a need for tax protection counts them out of this portfolio anyway.

Investment - grade fixed - income and municipal bonds are doing what they should in this environment — protecting your capital and anchoring your portfolio in stability.

While the majority of municipal bonds are investment grade, there are high yield municipal bonds and bond funds that invest in them as well.

A bond ladder involves buying a series of individual securities (typically treasury bonds, municipal bonds, investment grade corporate bonds or even CD's) across a variety of maturity dates.

Commentary: Most investment grade short term municipal bond funds currently yield less than 1 %.

Although the deal was priced off the municipal bond desk in the Public Finance division, sales teams in corporate investment grade, wealth management capital markets and the firm's Investing with Impact Financial Advisor group were all used to build the order book.

Schroders Short Term Municipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municiMunicipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municipalmunicipal debt.

By comparison the investment grade tax - free muni market tracked in the S&P National AMT - Free Municipal Bond Index is up 2.98 %.

The Bloomberg Barclays Municipal Bond 10 - Year Index is an unmanaged index that is considered representative of the broad market for investment grade, tax - exempt bonds with a maturity of at least 10 years.

As we near the end of the first quarter, investment grade tax - exempt bonds tracked in the S&P National AMT - Free Municipal Bond Index have returned 0.93 % year - to - date underperforming relative to the over 2 % return of the investment grade corporate bond market tracked in the S&P U.S. Investment Grade Corporate Bond InBond Index have returned 0.93 % year - to - date underperforming relative to the over 2 % return of the investment grade corporate bond market tracked in the S&P U.S. Investment Grade Corporate Bond Inbond market tracked in the S&P U.S. Investment Grade Corporate Bond InBond Index.

Two of the largest risks are that the average credit quality of bonds in this sector is well below investment grade and the heavy issuance of zero coupon bonds creates a sector that has one of the longest durations in the municipal bond market.

Although the advisor intends to invest at least 65 % of the fund's net assets in municipal bonds rated investment grade or in unrated municipal bonds that fund management believes are of comparable quality, it is possible that in the future the fund could invest up to 100 % of its assets in «junk bonds.»

The 19,000 tax - exempt municipal bonds tracked in the S&P Municipal Bond Infrastructure Index mainly consist of investment grade bonds Read more municipal bonds tracked in the S&P Municipal Bond Infrastructure Index mainly consist of investment grade bonds Read more Municipal Bond Infrastructure Index mainly consist of investment grade bonds Read more -LSB-...]

Accordingly, we are migrating some of our duration exposures to the shorter part of the curve and layering in partially (or fully) rate - hedged investment - grade and municipal bonds out the curve to capture higher - quality spread.

Franklin Liberty Intermediate Municipal Opportunities ETF (FLMI) will have a bent toward intermediate - and higher - yielding opportunities versus the Franklin Liberty Municipal Bond ETF (FMLB), which will be investing more in high - grade bonds with slightly longer maturities.