A QUIET DEBUT FOR MUNI-BOND INDEX FUND.The article reports on the municipal bond index fund launched by investment management company Vanguard Group, called Vanguard Tax-Exempt Bond Exchange Traded Fund (ETF) (VTEB), which tracks the Standards & Poor's (S&P) National Alternate Minimum Tax (...
The fund will invest in portfolios of municipal bond closed-end funds and is designed to compete with Lehman Brothers' municipal bond index. Both hedge fund firms have decided to run the strategy on a long-only basis for the time being. Seed capital for the fund was provided by Gramercy....
Portfolio Style Intmdt Muni Debt Fund Status Open Fund Inception March 20, 2018 Managers Mauro Uyehara Investment Policy The Fund seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds maturing after December 31, 2023 and before December 2, 2024. ...
Index TrackedS&P New York AMT-Free Municipal Bond Index Analyst Report FA Report PDF ThisETFoffers exposure to the municipal bond market, specifically focusing in on notes that are issued by municipalities in the state of New York. As a result, the fund is likely to be heavily influenced by...
municipal bond index etf, no compelling investment thesis juan de la hoz thu, dec. 14, 2023 23 comments mub: a potential market haven michael a. gayed, cfa fri, oct. 13, 2023 4 comments mub: for those in high tax brackets, consider this before the recession david sommer jr wed, jun...
Fund Information Style:Municipal Bond Total Net Assets:$1.075 Billion Dividends:Accrued daily, paid monthly, if any. Cap. Gains:Paid annually, if any. Calendar Year Performance Fund Statisticsas of 11/30/2024 AMT (%) 16.0 Average Effective Maturity (years) ...
The BlackRock High Yield Muni Income Bond ETF (the “Fund”) primarily seeks to maximize tax free current income and secondarily seeks to maximize capital appreciation with a portfolio composed principally of high yield and other income generating U.S. m
Effective March 1, 2016, MUB changed its fund name from the iShares National AMT-Free Muni Bond ETF to the iShares National Muni Bond ETF. INVESTMENT OBJECTIVE The iShares National Muni Bond ETF seeks to track the investment results of an index composed of investment-grade U.S. municipal bon...
The iShares® iBonds® Dec 2026 Term Muni Bond ETF seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds expected to mature or be redeemed before December 2, 2026. This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770. ...
Fund Status Open Fund Inception July 12, 2011 Managers Liao Driscoll Investment Policy The Fund seeks to replicate as closely as possible the price and yield performance of the S-Network Municipal Bond Closed-End Fund Index. The Fund invests primarily in municipal bonds issued by states or lo...