Over the quarter, Franklin California High Yield Municipal Fund outperformed its benchmark, the Bloomberg Municipal Bond ...
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 ...
The investment seeks to provide investment results that, before fees and expenses, if any, are similar to the Bloomberg Municipal Managed Money Intermediate (1-17 Year) Index. Under normal ...
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Wealthy retirees have a special loophole with a high yield municipal bond ETF
Quick Read JMUB’s 3.5% tax-free yield equals 5.1% taxable for retirees in the 32% bracket. The fund outperformed passive ...
Franklin Templeton reports that New York municipal bond yields remain attractive despite recent market volatility. Review ...
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The best Vanguard bond funds to buy
Investors seeking the best Vanguard bond funds can pick between mutual funds and ETFs spanning maturities, credit qualities, ...
Rockefeller Asset Management (“Rockefeller”), the asset management division of Rockefeller Capital Management, celebrates the one-year anniversary of its municipal bond ETFs: Rockefeller Opportunistic ...
(Bloomberg) -- AllianceBernstein LP plans to convert three of its fixed-income mutual funds into exchange-traded funds, underscoring the growing popularity of the lower-cost investment product. The ...
Brian Katz was at his son’s college graduation from Northwestern University in June when he got a text from his financial adviser saying they needed to talk. A few days later the adviser told Katz ...
These statistics are calculated from a comparison of a fund's excess returns and its benchmark's excess returns. They are based on three years of monthly returns.
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