National
muni bond categories are: B - MNST - Short - Term National Muni Bond: Invest in muni bonds with average maturity of less than three years.
Not exact matches
Fixed income fund sample includes the Morningstar historical
categories: Corporate
Bond, Inflation - Protected
Bond, Intermediate Government, Intermediate - Term
Bond,
Muni California Intermediate,
Muni National Intermediate,
Muni National Short,
Muni New York Intermediate,
Muni Single State Short, Short Government, Short - Term
Bond, Ultrashort
Bond, and World
Bond.
We clearly need to do some refinement of the data to see whether a few
categories are highly resilient (for example, single - state
muni bond funds might never change their star ratings) and, thus, skewing the results.
Speaking to investment income, a NJ taxpayer in the top tax bracket in all
categories pays 39.6 % in Federal tax, 8.97 % in direct NJ State Tax and Obamacare 3.8 % tax on investment income (
muni bonds are exempt).
Fixed income fund sample includes the Morningstar historical
categories: Corporate
Bond, High Yield
Bond, Inflation - Protected
Bond, Intermediate Government, Intermediate - Term
Bond,
Muni California Intermediate,
Muni California Long,
Muni Massachusetts,
Muni Minnesota,
Muni National Intermediate,
Muni National Long,
Muni National Short,
Muni New Jersey,
Muni New York Intermediate,
Muni New York Long,
Muni Ohio,
Muni Pennsylvania,
Muni Single State Intermediate,
Muni Single State Long,
Muni Single State Short, Short Government, Short - Term
Bond, Ultrashort
Bond, and World
Bond.
Within the universe of short - term
munis there are several
categories of notes, including
bond anticipation notes, tax anticipation notes, and revenue anticipation notes.