Fidelity Short-Intermediate Muni Income FSTFX
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A 'Sandwich Generation' Couple Checks Their Retirement Readiness
… 48 N/A Taxable: Fidelity Intermediate Muni Income FLTMX 225,000 10.94 Taxable: Fidelity Short-Interm Muni Income FSTFX 150,000 7.30 Taxable: Fidelity Total Bond FTBFX 75,000 3.65 Taxable: Vanguard Total Stock Market VTI 375,000 18 …
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comments on this portfolio
… 15-11 FMI Large Cap 16.33 -0.22 -1.33 36,000.00 587,880.00 7.43 11-15-11 Fidelity Short - Intermediate Muni Income 10.85 0.00 0.00 42,712.37 463,429.17 5.86 11-15-11 Wasatch Large Cap Value Investor …
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A Conservative Tax-Efficient Portfolio for Retirees
… Appreciation VMCAX 20 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 5 Fidelity Short - Intermediate Muni Income FSTFX 13 Fidelity Intermediate Muni Income FLTMX 50 Vanguard Tax-Exempt Money Market VMSXX 7 Total 100 …
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A Moderate Tax-Efficient Portfolio for Retirees
… VMCAX 32 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 11 Fidelity Short - Intermediate Muni Income FSTFX 11 Fidelity Intermediate Muni Income FLTMX 38 Vanguard Tax-Exempt Money Market VMSXX 3 Total 100 …
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An Aggressive Tax-Efficient Portfolio for Retirees
… VMCAX 35 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 15 Fidelity Short - Intermediate Muni Income FSTFX 8 Fidelity Intermediate Muni Income FLTMX 35 Vanguard Tax-Exempt Money Market VMSXX 2 Total 100 …
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Tune Up Your Taxable Portfolio
… Tax-Managed International VTMGX 5 I-Bonds 15 Fidelity Intermediate Municipal Income FLTMX 10 Fidelity Short - Intermediate Muni Income FSTFX 5 Vanguard High-Yield Tax-Exempt VWAHX Bond Dos and Don'ts Generally speaking, stocks will …
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Are Municipal Bonds Part of Your Investment Toolkit?
… changes." Among mrpcid 's favorite muni funds are Fidelity Intermediate-Term Muni Income FLTMX, Fidelity Short - Intermediate Muni Income FSTFX , and Fidelity Tax-Free Bond FTABX. TinyTuna is employing a part-taxable/part-muni approach …
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Intermediate Muni Funds
… amt of money ($50K+) in a short-term muni bond fund ( FSTFX ) as a place to keep cash vice a nearly zero rate money market ..... muni fund (FLTFX) as an alternative to putting this cash into FSTFX . Why, more interest and about the same risk with the exception …
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FTFMX Fidelity New York Municipal Income Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… took over this fund in 2002 along with several other single-state offerings. He has also run Fidelity Short - Intermediate Muni Income FSTFX since mid-2003 and Fidelity Intermediate Municipal Income FLTMX since mid-2006. Previously …
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FSTFX Fidelity Short-Intermediate Muni Income Fund Analysis, Report, Research, 5 Star Rating – Morningstar
The fund's modest interest-rate sensitivity means it will never be a big performer.The fund could suffer losses in the short run if rates rise.Excellent, consistent record with low volatility.Experienced management and topnotch analytical resources.Low expenses. In addition to this fund, Mark