Why? Best Performing Bond Funds Morningstar. 10. Shaded cells indicate the best-of-the-best funds based on 10-year performance. This site is protected by reCAPTCHA and the Google Return Rank in Category 10Y %. Read on as we look at three of the best municipal bond funds on the market right now. We suggest that you begin your search with Morningstar Medalist Funds--funds that we think are most likely to outperform over a full market cycle thanks to their competitive advantages, such as low costs and solid processes. Market value: $238.0 million. For the whole of 2020, municipal bonds' correlations with equities declined from first-quarter levels but remained higher than those of Treasuries and the Morningstar US Core Bond Index. Susan Dziubinski Walk through our five-step program to find out. Best Bond Index Funds Morningstar. Fidelity Short Duration High Income (FSAHX) Investors wanting high yields but low-interest rate risk … If you’re investing via a tax-deferred account like an IRA or 401(k), a taxable-bond fund will be the better match. High Yield Muni. Terms of Service apply. If you’re investing in a taxable account, however, municipal bonds might be the better choice on an after-tax basis. See mutual fund rankings for a variety of Municipal Bond Fund ... Best Mutual Funds. ... Fund data provided by Xignite and Morningstar. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Find the top rated Muni Ohio mutual funds. More. Great-West Multi-Sector Bond. In the Best Mutual Funds Awards, see the best municipal bond funds that have outperformed the Bloomberg Barclays Municipal Bond index over the last one-, three-, five- and 10-year periods. The Oppenheimer Rochester High Yield … Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. © Copyright 2021 Morningstar, Inc. All rights reserved. Morningstar today released updated ratings for many municipal bond funds, but the highest-returning funds don’t necessarily receiving the best … These bond funds all earn our highest rating--a Morningstar Fund Analyst Rating of Gold--as of this writing. Nuveen All-American Municipal Bond A: FLAAX: 8.68: 5.63: 4.17: 5.56: Muni National Long: No: Victory High Income Municipal Bond Y: RHMYX: 8.29: … If there is in fact a tax advantage for you, you can begin the search for a muni-bond fund with the term and interest-rate sensitivity that meets your time horizon and appetite for risk. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility. VTEB offers broad exposure to investment-grade municipal bonds and is one of the cheapest funds in the muni national intermediate Morningstar Category, earning a … How can you determine whether there’s a tax advantage if you take the muni-bond route? Municipal Bond Funds . The Vanguard High-Yield Tax-Exempt Fund. Great-West Trust Company. Over the last few months Morningstar fund analysts have pulled together to identify managers who they believe are among the very best at what they do. Municipal bond exchange-traded funds (ETFs) provide investors with diversified access to the municipal bond market.Municipal bonds, or munis, … The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. So even though a muni-bond fund’s yield may look shrimpy when you compare it against the yield on a similar quality and similar term taxable-bond fund, that muni fund’s yield doesn’t reflect the tax advantages that may apply to you. Muni California Long iShares California Muni Bond ETF CMF #2 Invesco California AMT-Free Muni … With a 6.42% average return for the past 3 years and a 5-star Morningstar rating, the Nuveen High Yield Municipal Bond Fund is a strong performer, especially when you consider its tax-free earnings. Privacy Policy and MFS Massachusetts Municipal Bond Fund MFSSX. Morningstar.com Premium Members have access to a complete list of all Medalist Funds and ETFs. Muni Single State Short. Municipal bonds, which are issued by state and local governments, offer tax advantages to investors in higher tax brackets. Data is as of July 1. Credit (Getty Images) State and local governments are in good shape. They’re great starting points for your research. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. They’re great starting points for your research. # 3. Before getting down to choosing a bond fund, however, step back and consider why you need one. Here are the highest-rated mutual funds and ETFs across a series of Morningstar’s municipal bond fund categories. Morningstar Top Rated Bond Funds Municipal Bonds or Municipal-Bond Funds. States, cities, municipalities, and county governments can all issue municipal bonds, or munis, to raise money. Weekly Wrap: The Top Stock And Municipal-Bond Fund Picks, October U... Peter Hayes: Surveying The Municipal-Bond Landscape, Some Bond Funds Grow Their Capital Bases, Some Do Not. What role is it playing for you? 9 Best Municipal Bond Funds to Buy and Hold. When analyzing the return of a bond fund, you should look also at the different fixed income investments the fund holds. 1919 Maryland Tax-Free Income Fund. Fidelity® Massachusetts Municipal Inc Fd FDMMX. Muni Massachusetts. Silver-rated Vanguard Tax-Exempt Bond (VTEB) is solid muni choice in the ETF space. This site is protected by reCAPTCHA and the Google Despite the name, this entrant into the best municipal bond fund list only allows a maximum of 20% of its holdings in less-than-investment-grade bonds… Dreyfus. Privacy Policy and Morningstar wrote, “Under the leadership of longtime CIO Mary Ellen Stanek, Baird's bond funds continue to impress. The Vanguard High-Yield Tax-Exempt Fund invests its … 31. Dreyfus Municipal Bond Infrastructure Fund. Assets … 0.750. Morningstar Municipal Bond Fund Ratings . # 2. # 1. AB High Income Municipal Portfolio. Franklin New York Tax-Free Income Fund (FNYQX) Issued on Sept. 13, 1982, by Franklin Templeton … Susan Dziubinski Susan Dziubinski Bond Funds Ranked 4- and 5-Star by Morningstar Distribution rate: … Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, Muni National Intermediate-Term Bond Funds. Morningstar Best Muni Bond Funds. The Best Taxable-Bond Funds Here are the highest-rated mutual funds and ETFs across a series of Morningstar’s taxable fixed-income categories. Short-term municipal bond funds, or munis, buy slightly longer-term securities than ultrashort bond funds do. The muni-bond funds and exchange-traded funds listed below all earn our highest rating--a Morningstar Analyst Rating of Gold--as of this writing. Investors rely on bonds for many reasons: funding short-term goals, diversifying an equity-heavy portfolio, or generating income during retirement, to name a few. DWS Massachusetts Tax-Free Fund - Class S SCMAX (5) DWS Managed Municipal Bond Fund - Class S,A SCMBX (5) DWS Intermediate Tax/AMT Free Fund - Class S SCMTX (4) DWS California Tax-Free Income Fund - Class S SDCSX (4) DWS Municipal Income Trust XKTFX (5) DWS New York Tax-Free Income Fund - Class S SNWYX (4) Of 454 municipal bond funds at least 10 years old, 31 of them, or 7%, … Terms of Service apply. Vanguard Municipal Bond To find out detailed information on Vanguard Municipal Bond in the U.S., click the tabs in the table below. The analysts put funds … Once you know what need a bond fund would fill, figure out whether a taxable-bond fund or municipal bond fund is a better choice for you. The Best Taxable-Bond Funds Here are the highest-rated mutual funds and ETFs across a series of Morningstar’s taxable fixed-income categories. Fund category: Multisector bond. Fixed-income funds that distribute income that is not subject to taxation at the federal, state, and sometimes local levels. The muni-bond funds and exchange-traded funds listed below all earn our highest rating--a Morningstar Analyst Rating of Gold--as of this writing. Fidelity Corporate Bond Fund (FCBFX) The Fidelity Corporate Bond Fund invests in a wide variety of … 18. They’re great starting points for your research. Morningstar 5 Star Bond Funds. Top 10 Municipal Bond Funds. Vanguard Massachusetts Tax-Exempt Fund VMATX. Find out if AAMBX is the best investment for you. Start a 14-day free trial to Morningstar Premium to unlock our take on AAMBX. © Copyright 2021 Morningstar, Inc. All rights reserved. Oppenheimer Rochester High Yield Municipal Fund Class A. Muni-Bond route there ’ s municipal Bond fund categories funds and ETFs and Terms of Service apply a free... Back and consider why you need one free trial to Morningstar Premium to unlock our take AAMBX..., offer tax advantages to investors in higher tax brackets leadership of longtime CIO Mary Ellen Stanek, 's! 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