News

A peculiarity of the tax code gives fund investors an advantage over bond investors. Say a bond comes out at par and sinks to ...
As of April 30, 2025, the Easterly ROC Muni Short Term Municipal Bond Fund has been recognized with an initial 5-Star Overall Morningstar Rating™ 1 and its three-year performance ranks in the top 1%, ...
DFA Short Term Municipal Bond Portfolio earns an Average Process ... Dimensional's clients began leaving its mutual funds in 2019, and the outflows have persisted. But Dimensional's response ...
Investors pulled $397.4 million from municipal bond mutual funds in the week ended Wednesday, following $1.258 billion of ...
The key, as always, to understanding the recent turmoil is that markets revert to their mean over time and that crowd ...
By Amy O’Leary Guest Opinion What if your town instantly lost the ability to cost-effectively build or fix its roads and ...
most investors are better served by low-cost mutual funds and ETFs," Tidmore says. "This is particularly true in the case of municipal and corporate bonds, which are less liquid and harder to ...
"I could certainly see ETFs overtaking the mutual fund space in the next couple of years," said Sean Carney, head of municipal strategy at BlackRock, speaking Thursday at The Bond Buyer's Texas ...
and the Fidelity Systematic Municipal Bond Index ETF (FMUN) are converted mutual funds that have become the first municipal bond ETFs in the firm's history. The mutual fund that became the ...
Misra’s $23 billion JPMorgan Core Plus Bond Fund saw a nearly $60 million outflow so far this year, while a similar ETF strategy, the JPMorgan Core Plus Bond ETF (ticker JCPB) nabbed a $1.2 billion ...