Sentences with phrase «municipal bond funds»

They were just putting money away for retirement in municipal bond funds to diversify their portfolios.

However, it also takes less credit risk, which we feel is a nice balance in a short term municipal bond fund.

Municipal bond funds invest in municipal bonds issued by various state and local governments.

If you live in a state with income taxes, look at municipal bond funds for some tax - free income.

The best tax - free municipal bond funds should offer reasonable management fees and expenses that are comparable to similar products.

Closed - end municipal bond funds provide income that is exempt from federal taxes, but investors should be selective when choosing among them.

I like to have a portion of my dividends come from municipal bond funds.

Keep in mind that the local political climate, state legislation and the financial strength of the issuer can all affect how single - state municipal bond funds perform.

If you're investing in a taxable account, you might also consider making a high - quality municipal bond fund part of your bond stake.

There are municipal bond funds with a «tax equivalent» yield of 5.5 % or 6 % — heavily dependent on your tax bracket I suppose.

High net worth investors may only have a small portion of their funds invested in a core bond fund and opt for more tax efficient options like municipal bond funds instead.

Most individuals hold municipal bonds in one of two ways — either they own the bond outright, or they own municipal bond funds.

You may also be able to reduce the tax you owe on interest income by investing in tax - exempt municipal bond funds.

Municipal bond funds typically have much lower turnover of around 25 % per year.

An active, flexible, municipal bond fund focused on generating after - tax total return.

Mutual Funds: Municipal bond funds provide an easy way for many investors to keep their tax bills to a minimum.

You can ask your financial advisor, if applicable, to recommend municipal bond funds issued by your state.

Many investors use municipal bond funds to help reduce their tax burden.

As with all mutual funds, municipal bond funds carry a degree of risk.

Understand how the addition of municipal bond mutual funds can enhance a portfolio, and learn the top - rated municipal bond funds to consider for 2016.

A short - term municipal bond fund, invested in high credit quality names, can act as a buffer for your riskier investment choices, no matter your age.

Municipal bond funds invest in municipal bonds issued by various state and local governments.

Although default risk is typically low, there are high - yield municipal bond funds that increase credit risk.

For national municipal bond funds, average returns were — 12 %, with the best performers posting losses of — 5 % to the worst, around — 20 % or higher.

Certain money market funds specialize in one type of money market security, such as tax - free municipal bond funds, but most include a mix of various security types.

That's a large part of why I'm so high on the closed end municipal bond funds.

Not all distributions from municipal bond funds are exempt interest dividends.

If avoiding state income taxes is a goal, single - state municipal bond funds may be a viable option.

My assumed return was 6.5 % (one can get nearly 7 % in municipal bond funds that I'm comfortable with, so my assumption is a fairly conservative one).

Municipal bond funds saw outflows of $ 372 million this week, making this the second week of outflows in a row.

Fidelity ® Conservative Income Municipal Bond Fund (FCRDX) This fund, whose income is normally exempt from federal income taxes, might be appropriate for investors looking for more yield than money market funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond funds.

A growing chorus of fixed income advisors are warning that the so - called SALT deductions passed by Congress are likely to blunt the appeal of certain types of municipal bond funds for affluent investors.

An active, flexible, California municipal bond fund focused on generating after - tax total return.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt income.

Today, we're one of the largest municipal bond fund managers in the nation1, and have more than $ 71 billion in municipal bond assets under management.2

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

For example, Morningstar found that following five Vanguard municipal bond funds have increased their expense ratios (ERs) by a third this year, from 0.15 % to 0.20 %:

David Merkel took on the subject of leveraged, closed - end municipal bond funds at the end of September.

Interest income generated by municipal bond funds is generally not subject to federal taxes, and may be tax - exempt at the state and local level as well, if the bonds held by the fund were issued by the state in which you live.

Although municipal bond yields are generally lower than taxable bond fund yields, some investors in higher tax brackets may find they have a higher after - tax yield from a tax - free municipal bond fund investment instead of a taxable bond fund investment.

That's why I believe an actively - managed municipal bond fund such as our Near - Term Tax Free Fund (NEARX) could be the solution.

The fund has slightly underperformed the average short term municipal bond fund over the last 12 months by -.05 %.

We think a look at a popular active New York municipal bond fund compared to an S&P Dow Jones index makes this point clear.

For the second week in a row municipal bond funds (ex-ETFs) witnessed net outflows, handing back $ 372 million while posting a gain of 0.12 % on average for the fund - flows week.

As for Bill Gross, the king of the bond kings, he recommends buying municipal bonds funds that trade at a discount of at least 10 % to net asset value (NAV) and a 5 % yield or higher.

Short - Intermediate Municipal Bond Fund seeks a high level of current income exempt from federal income tax consistent with relative stability of principal.