Kestrel today announced the release of its Methodology for Assessing Blue Bonds Eligibility in the U.S. Municipal Bond Market, a new framework for evaluating municipal bonds that finance water-, ...
Explore municipal bonds and money market funds, comparing their tax benefits, risks, and returns to make informed investment decisions.
When comparing municipal bonds vs. Treasury bonds, investors often weigh tax advantages against perceived safety. Municipal bonds, issued by state and local governments, may offer tax-free interest ...
When I last wrote about municipal bonds, they were experiencing a bit of a rough patch. In the first half of 2025, the Morningstar US Municipal Bond Index logged a slightly negative total return. It ...
When it comes to investing, there are various ways to assess risk versus reward, depending on the asset class. Unlike evaluating corporate stock risks, which involve similar variables, municipal bond ...
Bonds are fixed income instruments that represent a loan made by an investor to a borrower, typically a corporate or government entity. Borrowers issue bonds to raise money and investors buy them, ...
Municipal bonds are starting 2026 on strong footing, with the so-called “January effect” lifting prices as reinvestment cash floods the market.
Municipal bonds, or "muni bonds," comprise debt securities that are issued by various states, cities, counties and other governmental entities to raise money to build roads, schools and a host of ...
New ETF delivers access to short-duration investment-grade municipal bonds near call dates, offering federally tax-exempt income with lower duration risk. F/m Investments (“F/m”), an $18 billion ...
The fund outperformed its benchmark, the Bloomberg 1–3 Year Composite Muni Bond Index, for the three-month period that ended June 30, 2025. The fund was long to the benchmark during the period, which ...
GWMTX (Class N) Expense Ratio (Gross/Net)3: 0.78%/0.71% GWMIX (Class I) Expense Ratio (Gross/Net)3: 0.46%/0.39% 1 Returns for periods less than one year are not annualized. 2 Since the Fund’s ...
The launches come at a time when inflation remains a stubborn challenge for bond investors. Inflation-linked funds are designed to help cushion portfolios from eroding purchasing power, while ...