Jan 14, 2025 Patrick Haskell Sean Carney Our annual outlook for municipal bonds BlackRock’s municipal (muni) bond experts share their market outlook and the actions you can take to raise your portfolio’s potential in 2025. Source: Refinitiv, Bloomberg, as of 12/31/24. ...
A Treasury STRIPS is quoted at 81.265 and has four years until maturity. What is the yield to maturity? What is the Yield to Maturity or YTM and Yield to Call or YTC for a bond which is currently priced at 1,030 if the bond has a coupon of 6%, matures in ...
7 High-Yield Covered Call ETFs These ETFs deliver high monthly income potential but can come at the cost of capped upside appreciation. Tony DongDec. 26, 2024 Small-Cap ETFs to Buy for Growth Conditions are favorable for these seven small-cap ETFs that have strong growth momentum entering 202...
Yield to Worst as of Jan 31, 2025 6.53% WAL to Worst as of Jan 31, 2025 20.31 yrs Leverage as of Jan 31, 2025 $ 508,020,918.00 % AMT Bonds as of Jan 31, 2025 0.08% Sustainability Characteristics To be included in MSCI ESG Fund Ratings, 65% (or 50% for bond funds and money ...
Trailing Twelve Month Yield: refers to the percentage of income a portfolio has returned to investors over the last 12 months. 30-Day SEC Yield: reflects the dividends and interest earned during the period, after the deduction of the Fund's expenses. ...
C. The tax-equivalent yield for an investor with a 35% marginal tax rate is 7.32%. 正确答案:A 分享到: 答案解析: An investor with a marginal tax rate of 28% has a tax-equivalent yield on the municipal bond of 6.8% and is, therefore, indifferent between the two bonds (of equivalent...
Just make sure to use HYMB sparingly and do not allocate all of your muni bond holdings to this somewhat risky fund. ETF Database Themes Category National Munis Asset Class Bond Region (General) North America Region (Specific) U.S. Bond Type(s) High Yield Munis Bond Duration All-...
An investor with a marginal tax rate of 28% has a tax-equivalent yield on the municipal bond of 6.8% and is, therefore, indifferent between the two bonds (of equivalent risk). As the marginal tax rate increases, the investor will prefer the municipal bond to the corporate bond. Note tha...
Also known as the “after-tax”yield, the tax-equivalent yield takes into account your current tax rate to determine whether an investment in a municipal bond is equivalent to a corresponding investment in a given taxable bond. Fortunately, there’s a formula for that. It is: Tax−Equivalen...
Use thetax-equivalent-yield formulato compare the real return on a muni bond with a corporate bond. The formula is: Tax Equivalent Yield = Tax-Free Yield / (1 – Tax Rate). Translation: That's the yield that the muni must have in addition to its federal tax-free status to be equal ...