Wed, 19 Jun 2013
Join the 25th anniversary of our annual Investment Conference with Morningstar.com's on-the-spot reports and one-on-one interviews with some of the industry's best investing minds.
Morningstar's Christine Benz demonstrates how our Tax-Equivalent Yield Calculator can help you determine whether you're better off investing in taxable or municipal bonds after adjusting for munis' tax-exempt status.
Strong 2011 returns and perceived safety led to continued popularity for bond funds last month, while domestic growth funds suffered redemptions.
Morningstar's Miriam Sjoblom discusses how to gauge whether a muni fund is more apt than a taxable- bond fund , yield risks and other key focus points, and some of her muni -fund recommendations.
Improving local-government finances and lower default rates than corporates have made high - yield municipal bonds an attractive option for investors eyeing tax-free income, says Nuveen's John Miller.
Because of their distinctive structure, closed - end funds could offer investors a leg up in the muni market, but be sure to get comfortable with the quirks of CEFs before investing.
Mutual funds with the flexibility to take advantage of attractive yields in long -dated municipal bonds are a good pick for individual investors, says Morningstar's Miriam Sjoblom.
With yield spreads back to pre-crisis levels, there is less room for error in the high - yield market today, says Morningstar director of fixed-income research Eric Jacobson.
Muni - bond funds continue to experience high investor demand, and Morningstar's Miriam Sjoblom offers picks for core and noncore holdings.
What a comparison of a fund's trailing 12-month and SEC yields can tell us.
While some investors are buying, others don't like the uncertainty of municipal bonds .
We identify Gold- and Silver-rated funds that can anchor your fixed-income portfolio while offering tax-free income.
Morningstar's Christine Benz provides some useful tips for those getting their feet wet in fixed-income investing.
©2012 Morningstar Advisor. All right reserved.