Sentences with phrase «investment grade municipal»

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

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.

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-...]

Are the investment grade municipal and corporate bond markets primed for a near term correction as a result?

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

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.

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.

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

The fund invests at least 80 % of its total assets in investment grade municipal securities whose interest is free from federal income taxes, including the federal alternative minimum tax.

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

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 also historically have had negative correlations to the equities markets.

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

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.

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.

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

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 %.

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

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.

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.

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.

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

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.

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

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

A pioneer in global sector investing, and one of the world's, largest managers in high - yield, bank loans, investment - grade corporates and municipals

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

The Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment - grade municipal securities.

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.

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.

The Near - Term Tax Free Fund invests at least 80 percent of its net assets investment - grade municipal securities.

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

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.

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.

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 Binvestment 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 Binvestment grade corporate bond market tracked in the S&P U.S. Investment Grade Corporate BInvestment Grade Corporate Bond 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.

Both the Bloomberg Barclays Municipal Bond Index and Bloomberg Barclays U.S. Corporate Bond Index contain investment grade bonds, but corporate bonds» income is subject to income taxes.

Coupon cash flow: Investment grade, tax - exempt municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index have an average coupon of 4.61 % vs. the average coupon of 3.72 % of the bonds in the S&P 500 / MarketAxess Investment Grade Corporate Bomunicipal bonds tracked in the S&P National AMT - Free Municipal Bond Index have an average coupon of 4.61 % vs. the average coupon of 3.72 % of the bonds in the S&P 500 / MarketAxess Investment Grade Corporate BoMunicipal Bond Index have an average coupon of 4.61 % vs. the average coupon of 3.72 % of the bonds in the S&P 500 / MarketAxess Investment Grade Corporate Bond Index.