Taxable bond funds Features Generally invest in the debt obligations issued by the U.S. Treasury, other U.S. government agencies, and U.S. corporations. May invest in high-yield and foreign (non-U.S.) bonds. Explore now Funds Tax-free bond funds ...
What to know: Tax-equivalent yield is the easiest way for investors to compare a tax-exempt bond against a taxable alternative. Bond funds Unlike individual bonds, bond funds generate income in perpetuity (barring a fund's closure). As a result, bond funds generally report yield in one of...
The fund may from time to time invest temporarily up to 20% of its net assets in taxable securities of at least comparable quality to the municipal securities in which the fund invests.Read More Rankings U.S. News evaluated 159 Muni National Long Funds. Our list highlights the top-rated ...
Matthew Hastings, CFA, Vice President and Head of Taxable Bond Strategies, leads the portfolio management team for Schwab’s taxable bond funds and the Schwab Fixed Income ETFs. He also has overall responsibility for all aspects of the management of the funds. Prior to joining Charles Schwab Inv...
Bloomberg US 5-10 Year Corporate Bond Index An index that measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. The securities in the in...
Reference this resource to help you explain to clients how the mechanics behind ETFs can potentially limit the taxable events caused by their investment funds. July 31, 2023 Previous Slide Next Slide Analyze ETFs Explore Schwab ETFs > Learn about Fundamental Index strategies > Compare funds using...
As long-term index fund investors, both companies offer all the investment types we’re looking for. (Traditional IRAs, Roth IRAs, 529 Plans, Custodial Accounts, and regular old taxable index funds… both Vanguard and Schwab carry everything a reasonable person would ever need.) ...
ETFs may distribute ROC distributions. An ROC distribution is a nontaxable distribution made and paid out of an ETF’s NAV. Instead of the distribution being taxed, the shareholder’s cost basis is reduced. All ETFs may generate ROC distributions, but some of the more common types of ETFs ...
investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States. To be eligible f...
On Oct. 30, 2024, Charles Schwab announced it will begin piloting access to overnight trading in S&P 500 and Nasdaq-100-traded stocks, as well as hundreds of additional exchange-traded funds (ETFs) available for trading 24 hours a day, five days a week (24/5).3 ...