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, ...
INVESTMENT GOALSIncome Tax Aware KEY INVESTMENT TEAM R.J. Gallo, CFA Senior Vice President Senior Portfolio Manager Head of Municipal Bond Investment Group Head of Duration Committee 2000joined Federated Hermes 30 yearsof experience Ann Ferentino, CFA ...
Fixed-Income Funds to Buy for 2025 Here's what the experts have to say when it comes to investing in bond funds for 2025. Tony DongDec. 2, 2024 Top Fidelity Funds for Retirement Here's a look at the top-performing Fidelity mutual funds of the past decade. ...
U.S. stocks are looking expensive. Diversifying internationally via these funds can potentially help investors unlock better value. Tony DongDec. 5, 2024 Fixed-Income Funds to Buy for 2025 Here's what the experts have to say when it comes to investing in bond funds for 2025. ...
Created with Highcharts 12.1.2RMI Net Asset ValueRMI Market PriceBloomberg Municipal Bond IndexPrior MonthYTD1 Year3 Year5 YearSince Inception-2%0%2%4%6%8% End of interactive chart. Disclosures & Definitions Although the income from the Fund’s municipal bond investments is generally exempt from...
See fund performance and calculate taxable equivalent yield (TEY). View funds below. Nuveen Intermediate Duration Municipal Bond Fund NUVBX Invests primarily in investment-grade intermediate-term municipal bonds, seeking to provide investors with as high a level of tax-exempt income as possible while...
Seeks for its shareholders a high level of current income that is exempt from federal regular income tax by investing at least a majority of its assets in a portfolio of investment-grade, tax-exempt securities. KEY FACTS Symbol ticker LMBIXL M B I X Benchmark S&P Municipal Bond Index ...
Speed Alpha Disclosure: AB utilizes technology to remove operational friction from the traditional fixed income SMA investment process. This can include direct integration of real-time bond liquidity and proprietary optimization of portfolios based on account customizations. ...
Municipal Bond Fund Yield In addition to tax exemption, municipals also offer distributions that make them top investment choices for income investors. Funds pay distributions monthly, quarterly, semi-annually, or annually. A fund’s distributions can be observed by its trailing and forward yield. ...
In addition, a bond with a longer maturity is more susceptible to interest rate changes than a bond with a shorter maturity, causing even greater changes in the municipal bond investor’s income. Furthermore, the majority of municipal bonds are illiquid; an investor needing immediate cash has ...