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A peculiarity of the tax code gives fund investors an advantage over bond investors. Say a bond comes out at par and sinks to ...
Easterly ROCMuni Short Term Municipal Bond Fund (Tickers: RMSIX, RMSVX) Celebrates Third Anniversary
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%, ...
Investors pulled $397.4 million from municipal bond mutual funds in the week ended Wednesday, following $1.258 billion of ...
Munis underperformed Treasuries due to March tax seasonality. Find out our four-pronged approach for the sector.
Franklin California Intermediate-Term Tax-Free Income Fund underperformed its benchmark. Click here to read the full ...
Nuveen, the investment manager of TIAA, is expanding its separately managed account (SMA) platform with the launch of the ...
Municipal bonds are offering rare value right now — they’re trading like risk assets, but delivering tax-free income that ...
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 ...
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