Best Performing Bond Funds Morningstar. Fidelity Corporate Bond Fund (FCBFX) The Fidelity Corporate Bond Fund invests in a wide variety of … © Copyright 2021 Morningstar, Inc. All rights reserved. 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… AB High Income Municipal Portfolio. Susan Dziubinski Susan Dziubinski Bond Funds Ranked 4- and 5-Star by Morningstar Dreyfus. Terms of Service apply. # 3. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. States, cities, municipalities, and county governments can all issue municipal bonds, or munis, to raise money. Fidelity Short Duration High Income (FSAHX) Investors wanting high yields but low-interest rate risk … Morningstar Municipal Bond Fund Ratings . ... Fund data provided by Xignite and Morningstar. 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. If you’re investing in a taxable account, however, municipal bonds might be the better choice on an after-tax basis. High Yield Muni. Credit (Getty Images) State and local governments are in good shape. 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: … 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. Privacy Policy and The Vanguard High-Yield Tax-Exempt Fund. 9 Best Municipal Bond Funds to Buy and Hold. Municipal Bonds or Municipal-Bond Funds. Morningstar.com Premium Members have access to a complete list of all Medalist Funds and ETFs. Privacy Policy and Vanguard Massachusetts Tax-Exempt Fund VMATX. 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. The Oppenheimer Rochester High Yield … Morningstar 5 Star Bond Funds. What role is it playing for you? This site is protected by reCAPTCHA and the Google Muni Single State Short. Municipal 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. Shaded cells indicate the best-of-the-best funds based on 10-year performance. Data is as of July 1. Assets … When analyzing the return of a bond fund, you should look also at the different fixed income investments the fund holds. MFS Massachusetts Municipal Bond Fund MFSSX. Find out if AAMBX is the best investment for you. How can you determine whether there’s a tax advantage if you take the muni-bond route? Morningstar Best Muni Bond Funds. Terms of Service apply. If you’re investing via a tax-deferred account like an IRA or 401(k), a taxable-bond fund will be the better match. Great-West Multi-Sector Bond. 18. # 2. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, Muni National Intermediate-Term Bond Funds. Start a 14-day free trial to Morningstar Premium to unlock our take on AAMBX. This site is protected by reCAPTCHA and the Google Morningstar wrote, “Under the leadership of longtime CIO Mary Ellen Stanek, Baird's bond funds continue to impress. Best Bond Index Funds Morningstar. The Vanguard High-Yield Tax-Exempt Fund invests its … They’re great starting points for your research. 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. See mutual fund rankings for a variety of Municipal Bond Fund ... Best Mutual Funds. 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. Muni California Long iShares California Muni Bond ETF CMF #2 Invesco California AMT-Free Muni … Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility. 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. # 1. Of 454 municipal bond funds at least 10 years old, 31 of them, or 7%, … Franklin New York Tax-Free Income Fund (FNYQX) Issued on Sept. 13, 1982, by Franklin Templeton … Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The analysts put funds … Silver-rated Vanguard Tax-Exempt Bond (VTEB) is solid muni choice in the ETF space. Find the top rated Muni Ohio mutual funds. 0.750. Morningstar today released updated ratings for many municipal bond funds, but the highest-returning funds don’t necessarily receiving the best … Municipal bonds, which are issued by state and local governments, offer tax advantages to investors in higher tax brackets. These bond funds all earn our highest rating--a Morningstar Fund Analyst Rating of Gold--as of this writing. Short-term municipal bond funds, or munis, buy slightly longer-term securities than ultrashort bond funds do. Return Rank in Category 10Y %. Morningstar Top Rated Bond Funds Here are the highest-rated mutual funds and ETFs across a series of Morningstar’s municipal bond fund categories. 10. 31. Fixed-income funds that distribute income that is not subject to taxation at the federal, state, and sometimes local levels. 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. Why? 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. 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. They’re great starting points for your research. Market value: $238.0 million. Read on as we look at three of the best municipal bond funds on the market right now. Dreyfus Municipal Bond Infrastructure Fund. Great-West Trust Company. Oppenheimer Rochester High Yield Municipal Fund Class A. Distribution rate: … Top 10 Municipal Bond Funds. 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. Walk through our five-step program to find out. 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. Municipal bond exchange-traded funds (ETFs) provide investors with diversified access to the municipal bond market.Municipal bonds, or munis, … Fund category: Multisector bond. Vanguard Municipal Bond To find out detailed information on Vanguard Municipal Bond in the U.S., click the tabs in the table below. They’re great starting points for your research. 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. More. © Copyright 2021 Morningstar, Inc. All rights reserved. The Best Taxable-Bond Funds Here are the highest-rated mutual funds and ETFs across a series of Morningstar’s taxable fixed-income categories. 1919 Maryland Tax-Free Income Fund. Susan Dziubinski 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) Muni Massachusetts. 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. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. 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