Sentences with phrase «municipal bonds in the fund»

In addition, although some municipal bonds in the fund may not be subject to ordinary income tax, they may be subject to federal, state, and local alternative minimum tax, if an investor sells a tax - exempt bond fund at a profit, there are capital gains taxes to consider.

Not exact matches

Stocks / funds that invested in municipal bonds in Texas were getting destroyed.

But I would look into stocks that are called «closed - end funds» that invest only in municipal bonds.

Put more tax - efficient investments (low - turnover funds like index funds or ETFs, and municipal bonds, where interest is typically free from federal income tax) in taxable accounts.

Muni Fund — a Muni fund is a mutual fund who strictly invests in municipal boFund — a Muni fund is a mutual fund who strictly invests in municipal bofund is a mutual fund who strictly invests in municipal bofund who strictly invests in municipal bonds.

Municipal bond funds are exempt from paying federal taxes, and in some case even exempt from state taxes... Most investors that invest in mumi funds are in the higher tax bracket, so muni funds are a good choice, to avoid being taxed on the dividends.

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

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

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.

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.

And those numbers overstate the effect of bond fund trading because they exclude bond trading at regional brokerages, which play a large role in the municipal securities market.

Since it is the last Friday of the quarter, I'm going to do something a little different and zoom in on three funds invested in federal tax exempt municipal bonds.

Mom and pop retail investors are exposed to billions of dollars of potential losses through their holdings of Puerto Rican municipal bonds, either directly or in mutual funds.

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.

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.

I buy a combination of specific municipal bonds in California because that's where I reside in where I can not pay state income taxes on the dividends, I also have a California municipal Bond fund, and a nationwide muni bond fBond fund, and a nationwide muni bond fbond fund.

MUNICIPAL BOND FUNDS: Invest in bonds whose income is exempt from federal income tax.

STATE - SPECIFIC BOND FUNDS: Invest in tax - exempt municipal bonds whose income is also exempt from the income tax of a specific state.

A municipal bond fund might be one of the best investments if you're in a high tax bracket.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

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.

«Market participants will look back on this municipal green bond issuance for Massachusetts, and see it as the gateway to further green bond issuances across the many states and many cities that are hoping to access less expensive funding to improve infrastructure, protect natural resources and offer renewable energy,» says Bill Daley, Managing Director in Public Finance.

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

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

Tax - Free Bond Fund When a mutual fund invests in municipal bonds, it is eligible for a tax brFund When a mutual fund invests in municipal bonds, it is eligible for a tax brfund invests in municipal bonds, it is eligible for a tax break.

As rates headed higher, investors sold off municipal bonds, pushing the largest municipal bond fund, iShares National AMT - Free Muni Bond ETF (MUB), to its biggest discount in histbond fund, iShares National AMT - Free Muni Bond ETF (MUB), to its biggest discount in histBond ETF (MUB), to its biggest discount in history.

The joint venture will take up closed - ended municipal - bond funds in the next year or so that when the predicted bond market collapse comes, it will drive fund prices down to as little as 40 % of net asset value.

Investing in a high - quality municipal bond fund may help you keep more of what you earn if you are an investor in a higher federal tax bracket or a resident of a high - tax state.

-- Municipal bond mutual funds and exchange - traded funds posted a fourth consecutive robust weekly net inflow, taking in $ 634 million in the week ended Wednesday, per Lipper data, following net inflows of $ 664 million, $ 616 million and $ 943 million in the previous three weeks.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

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

As their title suggests National Municipal Bond funds invest in municipal bond issues from all over theMunicipal Bond funds invest in municipal bond issues from all over the counBond funds invest in municipal bond issues from all over themunicipal bond issues from all over the counbond issues from all over the country.

Municipal Bond Funds invest primarily in municipal bonds which are debt issued by state governments, local governments, and government agencies such as a port authority or watMunicipal Bond Funds invest primarily in municipal bonds which are debt issued by state governments, local governments, and government agencies such as a port authority or watmunicipal bonds which are debt issued by state governments, local governments, and government agencies such as a port authority or water board.

State municipal bond funds invest only in municipal bonds from a specific state.

While the majority of municipal bonds are investment grade, there are high yield municipal bonds and bond funds that invest in them as well.

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

Not all municipal bond funds invest in bonds that are free from the Alternative Minimum Tax (AMT).

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

Generally investors in national municipal bond funds reside in states that either have very low or no state and local income tax.

This means that investors in high yield municipal bond funds should be willing to accept much higher volatility in both the share price of the fund and the income stream that it provides.

People who require reduced taxes on income may choose a closed end fund that uses a tax - fee income strategy, which invests mainly in municipal bonds.

Hartford Funds currently plans to introduce two more actively managed ETFs in Q4 2017: Hartford Schroders Tax - Aware Bond ETF (HTAB), to be sub-advised by Schroder Investment Management North America Inc., and Hartford Municipal Opportunities ETF (HMOP), to be sub-advised by Wellington1.

Municipal Bond Funds which are free from AMT will often have «AMT Free» in the name of the fund, and this information can be found in the fund's prospectus as well.

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.

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.

Rep. Jason Rojas, the House chairman of the finance, revenue and bonding committee, said lawmakers are looking to restore cuts in education funding, municipal aid and the popular Medicare Savings Program that has figured in a budget battle between the legislature and Malloy.

Since the crash, a down - spiral is underway in the $ 2.8 trillion municipal - funding system, in which local governments don't have the revenue to meet bond payments, they can't get new financing, municipal bond rates are rising, and, to worsen it all, crazy credit default swap deals have been foisted on localities.

The result is a serious underinvestment in charters by the municipal bond markets, meaning that too many charters have to spend operating funds on bricks and mortar instead of classroom instruction.

The Fund seeks to provide a high level of current income that is exempt from federal income taxes by primarily investing in municipal bonds.

The Fund seeks to provide current income, exempt from federal income tax, and capital preservation by primarily investing in a portfolio of high - quality municipal bonds.