If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset ...
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 ...
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 ...
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 ...
Investors seeking the best Vanguard bond funds can pick between mutual funds and ETFs spanning maturities, credit qualities, ...
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 ...