Sentences with phrase «municipal bond funds with»

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

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

Not exact matches

Collins has adopted a more defensive position in the last 18 months, reducing duration and credit risk by scaling back overweight positions in high - yield and municipal bonds, but he's sticking with allocations to intermediate term funds.

Our Municipal Bond Closed - End Fund Portfolio has also continued to be a top performer with a year - to - date return of 11 %.

Along with the rest of the bond market, our close - end municipal bond funds have taken a bit of beating.

But with the 50 - percent allocation in a short - term municipal bond fund, such as the Near - Term Tax Free Fund (NEARX), they were around 6 percent short of the full returns from the S&P exposure, coming in at $ 173,fund, such as the Near - Term Tax Free Fund (NEARX), they were around 6 percent short of the full returns from the S&P exposure, coming in at $ 173,Fund (NEARX), they were around 6 percent short of the full returns from the S&P exposure, coming in at $ 173,925.

Another possible strategy would be to shift some of your investments with taxable earnings into municipal bonds and municipal bond funds, whose earnings are excluded from the MAGI and the net investment income calculation.

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Those considering an investment in a municipal bond fund should start with figuring out their taxable equivalent yield.

Investors who are more aggressive or saving for longer time periods, like when looking to purchase a house, can invest their cash reserve in a mutual fund with tax exempt municipal bonds, said Drew.

The former agreed to shelve pay raises for municipal workers; the latter helped stave off bankruptcy by buying city bonds with pension funds.

Muni national bond funds are mutual funds that provide investors with exposure to the domestic municipal bond sector.

We help you navigate changing market conditions with an investment mix that can include mutual funds, municipal bonds and annuities.

Some mutual funds, including money market funds that invest in municipal bonds and stock or bond funds with limited portfolio turnover, may limit your taxable income.

Because municipal bonds are sensitive to interest rate movements, the fund's yield and share price will fluctuate with market conditions.

Investments that produce interest income such as any bonds, bond ETFs or bond mutual funds (with some exceptions, like municipal bonds) should be in tax advantaged accounts to avoid a higher tax rate on that income.

This offering provides exposure to the Massachusetts municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax and state personal income tax.

This offering provides exposure to the municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax.

This offering provides broad exposure to the municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax.

I wish Municipal bonds had the same That's why I only invest in funds with ratings higher than A.

Duane McAllister, CFA, is a Senior Portfolio Manager with Baird Advisors and leads the team that manages the Short - Term Municipal Bond Fund and the Core Intermediate Municipal Bond Fund, both available through Baird Funds.

Just don't confuse individual bonds with bond funds: individual bonds come with the maturity date, so if the interest rise (or fear) and values of ALL corporate and municipal bonds drops, if you have individual bonds you can just wait to maturity and still get your money.

This offering provides exposure to the Maryland municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax and state personal income tax.

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

This offering provides exposure to the Pennsylvania municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax and state personal income tax.

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).

This offering provides exposure to the Georgia municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax and state personal income tax.

Of the five states with the worst - funded pension ratios, three have outperformed the S&P Municipal Bond Index which has returned 4.16 % year - to - date.

Bonds from only one of the five states with the best - funded pension ratios have outperformed the S&P Municipal Bond Index.

How do I calculate my expected return if I buy a municipal bond at a premium with a sinking fund feature?

This offering provides exposure to the Virginia municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax and state personal income tax.

Equity and currency market volatility is helping to drive cash inflows for municipal bond funds and when combined with manageable new issue supply has helped foster a stronger muni bond market.

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

Vanguard Group has an impressive array of municipal bond mutual funds with low annual expenses, while both BlackRock's iShares and State Street's SPDR ETFs have a fistful of municipal bond ETFs.

No sales charge applies to Class A and Investor Class share investments of $ 1,000,000 or more ($ 250,000 or more with respect to MainStay California Tax Free Opportunities Fund, MainStay High Yield Municipal Bond Fund, MainStay New York Tax Free Opportunities Fund, MainStay Tax Advantaged Short Term Bond Fund, and MainStay Tax Free Bond Fund; or $ 500,000 or more with respect to MainStay Floating Rate Fund and MainStay Short Duration High Yield Fund).

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.

This floating - rate offering provides exposure to the municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax.

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

Residents are doing everything they can to make sure that even if the Trump administration goes ahead with its threats to stop funding sanctuary cities, then Berkeley will still be able to sustain itself with a cryptocurrency backed by local government municipal bonds.