Speaking of interest rates, muni bonds are like any other segment of the bond market in that they often benefit from lower interest rates. That’s something to consider with regard toMNBD. That’s because Fed funds futures imply another 100 basis points worth of rate cuts by the second quar...
Looks at investments in municipal bonds, in light of budget gaps which are faced by state and local governments. Fall in municipal-bond credit quality, while interest rates are forecasted to rise, causing bond prices to fall; Way that municipal-bond mutual funds are tax-free for investors; ...
I’ve been saying for quite some time that bond investors have enjoyed the best of times as rates have moved from historic highs back in 1980 until now, but now that interest rates have reached zero it is time to reevaluate your thinking in terms of these bonds, especially with government...
Bond yields rise when the price of the security falls. Municipal bond yields rose sharply at year's end, pushed by a massive wave of selling. Municipal bond funds saw nearly $35 billion in outflows, over fears cash-strapped states and municipalities could be at risk of default. Municipal B...
Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax. Interest income on individual municipal bonds may not be tax-exempt, depending on the bond issuer, the type of bond, or your state of ...
Short-term bond funds have been the go-to strategy the past few years as the Fed was aggressively raising interest rates. In the current market environment, it might still be too soon to step too far out on the yield curve. So a middle-of-the-road option would be to go for bonds wi...
摘要: The article reports that municipal-bond funds have become flexible following the fund companies' change of rules for funds that specialize in tax-exempt muni securities to allow managers to buy debt that is not sensitive to rising interest rates....
Bond strategy integrates views on both interest rate and credit cycles. The bond portfolio managers attempt to add incremental return through active management of duration and credit risk, allocation among credit sectors, positioning on the yield curve and bond selection. The bond portfolio managers st...
Overall Morningstar Rating for iShares National Muni Bond ETF, as of Dec 31, 2024 rated against 255 Muni National Interm Funds based on risk adjusted total return. Morningstar Medalist Rating Morningstar has awarded the Fund a Silver medal. (Effective Dec 23, 2024) ...
each Barron’s ranking category. To qualify for the ranking, firms must offer at least three active mutual funds or actively run ETFs in Lipper’s general U.S. Stock category; one in World Equity; and one Mixed Asset. They also need to offer at least two taxable bond funds and one nat...