While municipal bonds aren’t likely to generate returns as high as other investments such as stocks, they can provide tax benefits to your portfolio, particularly if you’re in a high income-tax bracket. Because of these tax advantages, it makes sense to hold municipal bond funds in taxable...
view as article nuveen high yield municipal bond fund ( nhmrx ) daniel milan, managing partner at cornerstone financial services, says he generally prefers etfs to actively managed funds, but in the current low interest rate environment, paying for active management makes sense. nhmrx has an ...
The 20 highest-rated bond mutual funds from TheStreet Quant Ratings. TheStreet Ratings Staff Dec 19, 2023 2:27 PM ESTStart Conversation Bond mutual funds are a type of investment vehicle that pool together funds from multiple investors to purchase a variety of fixed-income securities, such as...
Municipal Bond Investing Rankings Mutual Funds U.S. News uses an in-depth methodology to rank thousands of mutual funds for current and potential investors. Ratings are pulled from Morningstar, Lipper, Zacks, TheStreet.com and Standard & Poor’s. Search for funds by asset class....
It notes that the yields offered by municipal-bond funds will be even more valuable if the rates of taxes in the U.S. are raised in 2011 because they are constantly reinvesting income and capturing higher yields. National municipal-bond funds for the long-term and high-yield categories, ...
2. Municipal Bond Funds Next on the list aremunicipal bondfunds. Issued by state and local governments, these investments leverage local taxing authority to provide a high degree of safety and security to investors. They carry a greater risk than funds that invest in securities backed by the fe...
You can also consider Vanguard ETFs as an alternative way to gain a similar exposure through Vanguard’s exchange-traded funds. 4. Fidelity US Bond Index Fidelity offers a diversified bond fund boasting a 0.025% expense ratio and annual earnings that reach 1.1%. It is primarily made up of ...
Joseph Kristhas spent parts of the last five decades researching, analyzing and writing about municipal credits. He has covered every sector of the municipal credit spectrum from AAA insured credits right down to the riskiest high yield credits on the buy and sell sides at banks, mutual funds,...
The fund's 5% return over the past 12 months ranked among the top 16% of all intermediate core-plusbond funds. Dodge & Cox Income falls in the "core plus" category in part because it has the flexibility to invest up to 20% of assets in junk debt (rated double-B to triple-C or...
Overview:Corporations sometimes raise money by issuing bonds to investors, and these can be packaged into bond funds that own bonds issued by potentially hundreds of corporations. Medium-term bonds have an average maturity of three to eight years or so, making them a better choice when interest ...