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Top related persons:
Dave Lamb - 1 Lamb - 1 Jeffrey Gundlach - 1 Robert Finley - 1 Paul Winter - 1 BOE - 1 Nuveen's Lamb - 1 Dow Jones - 1
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Search resuls for: "Muni Fund"


4 mentions found


☆ Closed-end funds can generate income – and they’re cheap. Here’s how they might fit in your portfolio
  + stars: | 2023-11-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Closed-end funds offer a fixed number of shares, but they also trade publicly on exchanges. Right now, a confluence of events is resulting in some sharp discounts for closed-end funds, especially for those that hold bonds. Investors in closed-end funds have shed some of those holdings and that's resulting in sharper discounts to net asset value. Closed-end fund plays Financial advisors have called out closed-end funds holding municipal bonds as a way to add duration on the cheap. Closed-end funds offer other ways to pick up income: Paul Winter, CFP and portfolio manager at Five Seasons Financial Planning, likes funds that use buy-write strategies.
Persons: Dave Lamb, Lamb, Jeffrey Gundlach, Robert Finley, Paul Winter, BOE, Nuveen's Lamb Organizations: Treasury, Western Asset, Muni Fund, Asset Management, Five, Virtus, Strategy, BlackRock Locations: New York, York
☆ Muni Funds That Use Borrowed Money Take a Big Hit
  + stars: | 2023-10-11 | by ( Heather Gillers | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/investing/muni-funds-that-use-borrowed-money-take-a-big-hit-1dce1221
Persons: Dow Jones
☆ These short-term muni ETFs can give investors a healthy tax-free yield
  + stars: | 2023-03-30 | by ( Jesse Pound | ) www.cnbc.com   time to read: +5 min
Municipal bond funds can be particularly attractive to investors who face a high tax burden, because their payouts are tax exempt. The new funds haven't been active long-enough to show an official yield, but the more established iShares Short-Term National Muni Bond ETF (SUB) has a tax-equivalent yield of 4.74%. Another factor in favor of municipal bonds is the uncertain economic environment and fear of a possible recession. The BulletShares fund family from Invesco offers several different muni funds with different maturity target dates for investors looking for more specific time-frames. That group expanded with the Invesco BulletShares 2032 Municipal Bond ETF (BSMW) , which launched on March 1.
☆ For Closed-End Fund Investors, Paper Losses Turn Real
  + stars: | 2023-01-12 | by ( Heather Gillers | ) www.wsj.com   time to read: 1 min
Six BlackRock municipal-bond funds experienced at least two payout cuts last year. Investors in closed-end funds are feeling a painful consequence of the historic market slump: cuts to their monthly payouts. A Pacific Investment Management Co. California municipal-bond fund slashed dividends by 45% this month, while a Nuveen LLC stock fund endured a 7% cut. Eaton Vance Management in November cut distributions across six stock funds by as much as 24%. Six BlackRock muni funds endured at least two payout cuts last year, with dividends falling by as much as 38% in total.
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