Sentences with phrase «municipal bond performance»

Fund outflows in the municipal bond asset class, in part driven by the Detroit bankruptcy, pushed municipal bond performance down in July according to the S&P National AMT - Free Municipal Bond Index.

Not exact matches

Split the sum amongst Treasurys, municipal bonds (which are similar to Treasurys in performance and yield), stocks, and mutual funds.

The comptroller is responsible for auditing the performance and finances of city agencies, making recommendations regarding proposed contracts, issuing reports on the state of the city economy, marketing and selling municipal bonds, and managing city debt.

The investment seeks results that correspond generally to the price and yield performance, before fees and expenses, of S&P California AMT - Free Municipal Bond index.

During periods of rising rates, municipal bonds have historically generated positive performance.

Headline risk: Municipal bonds are heavily a retail product and as a result retail sentiment can play a big role in market performance.

The S&P China Provincial Bond Index seeks to measure the performance of local government bonds, which have experienced significant growth since the municipal replacement program in 2015 (see previous blog on this subject).

Performance Comparison How has building a bond ladder compared to investing in a short - term municipal bond strategy?

The performance of these ladder portfolios can be compared to the S&P Short - Term National AMT - Free Municipal Bond Index, which holds bonds from 0 - 5 years to maturity and rebalances monthly.

The S&P Municipal Yield Index is designed to measure the performance of high yield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local incoMunicipal Yield Index is designed to measure the performance of high yield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local incomunicipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local income taxes.

Class A shares with sales charges performance reflects the maximum 5.5 % sales charge, with the following exceptions: Class A shares of Hartford Emerging Markets Local Debt, Hartford High Yield, Hartford Inflation Plus, Hartford Municipal Opportunities, Hartford Municipal Real Return, Hartford Strategic Income, Hartford Total Return Bond, Hartford World Bond, Hartford Schroders Emerging Markets Debt and Currency, Hartford Schroders Tax - Aware Bond, Hartford Schroders Emerging Markets Multi-Sector Bond and Hartford Schroders Global Strategic Bond reflect a maximum 4.5 % sales charge; Class A shares of Hartford Floating Rate and Hartford Floating Rate High Income reflect a maximum 3.0 % sales charge; Class A shares of Hartford Short Duration reflect a maximum 2.0 % sales charge.

The U.S. corporate and municipal bond markets seem to be neck and neck in total return performance for the first three quarters of 2017.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBBond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBbond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

As an additional validation, the insured bond market performance as compared to larger more liquid bonds in the S&P National AMT - Free Municipal Index also seems to be at a parity, at least so far in June.

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Short Term National AMT - Free Municipal Bond index.

Puerto Rico municipal bonds have enjoyed a positive bounce in 2016 however the general obligation bonds are still a small anchor on performance of the high yield municipal bond market as the S&P Municipal Bond Puerto Rico General Obligation Index is down over 2 % year - tmunicipal bonds have enjoyed a positive bounce in 2016 however the general obligation bonds are still a small anchor on performance of the high yield municipal bond market as the S&P Municipal Bond Puerto Rico General Obligation Index is down over 2 % year - tmunicipal bond market as the S&P Municipal Bond Puerto Rico General Obligation Index is down over 2 % year - to - dbond market as the S&P Municipal Bond Puerto Rico General Obligation Index is down over 2 % year - tMunicipal Bond Puerto Rico General Obligation Index is down over 2 % year - to - dBond Puerto Rico General Obligation Index is down over 2 % year - to - date.

However, despite the risks to the municipal bond market, I believe that the market will continue to rebound and deliver another year of solid performance.

One bright light is the municipal high yield bond market as the S&P Municipal Bond High Yield Index is up 0.82 % year - to - date helped by positive performance in May by Puerto Rico bonds and a recovery over 3.2 % of the Tobacco Settlement bonmunicipal high yield bond market as the S&P Municipal Bond High Yield Index is up 0.82 % year - to - date helped by positive performance in May by Puerto Rico bonds and a recovery over 3.2 % of the Tobacco Settlement bond secbond market as the S&P Municipal Bond High Yield Index is up 0.82 % year - to - date helped by positive performance in May by Puerto Rico bonds and a recovery over 3.2 % of the Tobacco Settlement bonMunicipal Bond High Yield Index is up 0.82 % year - to - date helped by positive performance in May by Puerto Rico bonds and a recovery over 3.2 % of the Tobacco Settlement bond secBond High Yield Index is up 0.82 % year - to - date helped by positive performance in May by Puerto Rico bonds and a recovery over 3.2 % of the Tobacco Settlement bond secbond sector.

The Bloomberg Barclays 5 - Year Municipal Bond Index provides a broad - based performance measure of the U.S. municipal bond market, consisting of securities with 4 - 6 year maMunicipal Bond Index provides a broad - based performance measure of the U.S. municipal bond market, consisting of securities with 4 - 6 year maturitBond Index provides a broad - based performance measure of the U.S. municipal bond market, consisting of securities with 4 - 6 year mamunicipal bond market, consisting of securities with 4 - 6 year maturitbond market, consisting of securities with 4 - 6 year maturities.

January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act (TCJA).1 The muni market stabilized through late April 2018, but uncertainty remains.2 The tax law changed the playing field for these investments, with a mix of factors that could affect supply and demand.