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%, ...

Franklin California Intermediate-Term Tax-Free Income Fund underperformed its benchmark. Click here to read the full ...

Joel Levy, a managing director and portfolio manager at Nuveen, has been named chairman of the Investment Company Institute's ...

Focus was on the primary market last week, with Birch Creek reporting that one dealer estimated that 90% of the focus earlier ...

Economic uncertainties triggered a flight to quality during the first quarter of 2025, driving U.S. Treasury yields lower and ...

Individual stocks and mutual funds are better suited for taxable accounts or Roth IRAs. For higher-growth stocks, like emerging markets, small cap and growth-oriented stocks, the Roth IRA is an ...

The Fund invests at least 80% of its assets in municipal bonds that pay interest that is exempt from regular federal personal income tax.

The firm also launched active-passive models with industry peers that leverage its mutual fund lineup ... find mispriced midquality and nonrated muni bonds. This comparatively cautious style ...

The Trump administration’s tariffs regime has disrupted markets, darkened the outlook for employers and businesses and hammered consumer sentiment. That’s why it’s more important than ever to take ...

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 ...

Payable May 06; for shareholders of record May 01; ex-div May 01. More on BlackRock Intermediate Muni Inc Bd ETF Seeking Alpha’s Quant Rating on BlackRock Intermediate Muni Inc Bd ETF Dividend scoreca ...