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Top related persons:
Morningstar - 2 Kiselak - 2 Beth Foos - 1 munis - 1 you've - 1 Matthew Norton - 1 Norton - 1 Mathew Kiselak - 1
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2 mentions found


☆ Greater risk is paying off for these tax-free bonds. Here’s how they may fit into your portfolio
  + stars: | 2024-07-18 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
When it comes to tax-free municipal bonds, investors who are comfortable with taking more risk are seeing attractive returns. High-yield municipal bonds – issues that are rated below BBB by Standard & Poor's – have greater default risk than their investment-grade counterparts. Muni bonds provide tax-free income on a federal basis – and on a state basis if the investor resides in the same state as the issuer. High-yield muni bond funds have seen estimated net flows of $6.76 billion in 2024 as of June 30, according to Morningstar. Before you step in Investors looking at high-yield muni bonds, be it individual issues or the funds, ought to consider their risk appetite and their goals.
Persons: Morningstar, Beth Foos, munis, you've, Matthew Norton, Norton, Mathew Kiselak, that's, Kiselak, Morningstar's Organizations: Standard, Bank of America . Investment, muni, Morningstar, SEC Locations: corporates
☆ This tax-exempt fund with a yield surpassing 4% is 'one of the best,' Morningstar says
  + stars: | 2023-06-22 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
The fund invests at least 80% of its assets in investment-grade municipal bonds, and only up to 20% in those below investment grade. Municipal bonds are issued by government entities, such as a city or state, and raise money for public projects, such as building roads or schools. VWAHX 1Y mountain Vanguard High-Yield Tax-Exempt fund The fund, which trades under the ticker VWAHX, currently has a 30-day SEC yield exceeding 4%. "We are not risk averse, but we are very opportunistic about how we apply our risk," Kiselak explained. Opportunity in health care Health-care muni bonds make up about 15% of the fund, Kiselak said.
Persons: Morningstar, Mat Kiselak, —, Bond, Elizabeth Templeton, VWAHX, Kiselak, Jeff DeMaso, DeMaso, He's Organizations: SEC, Morningstar ., Vanguard, Independent Vanguard, Puerto Locations: Puerto Rico
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