If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several ...

Muni New Jersey portfolios invest at least 80% of assets in New Jersey municipal debt and can include long-, intermediate-, and short-duration portfolios. Because the income from these bonds is ...

Important Risks: The fund is actively managed and its characteristics will vary. Holdings shown should not be deemed as a recommendation to buy or sell securities. Bond values fluctuate in price so ...

Quick Read JMUB’s 3.5% tax-free yield equals 5.1% taxable for retirees in the 32% bracket. The fund outperformed passive ...

Morningstar’s Guide to Active Fixed-Income Investing lays out the case for active bond funds. In short, the complexity and inefficiencies of the bond market spell opportunity for skilled portfolio ...

The investment seeks to provide total return and to limit exposure to downside risk. The fund invests in open-end investment companies (mutual funds) and exchange-traded funds ("ETFs") that primarily ...

Muni - Bonds fund seekers should consider taking a look at Vanguard NY Long-Term Tax-Exempt Investor (VNYTX). VNYTX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various ...

The fund posted returns of 3.30% (Institutional shares) and 3.24% (Investor A shares, without sales charge) for the third quarter of 2025. The fund's outperformance of its benchmark was primarily ...