… stocktradersalmanac.com , www.validea.com , www.marketwatch.com/lazyportfolio . Pg 33: Lyle Fitterer ( WMFAX, STSMX , SMUAX, SIMBX, VMPAX ) is finding opportunities in the inefficient muni market . Maturity and credit quality are important …
… even TLT and EDV...I don't buy them). 2. I made 5-6% for the year and wants to stay out for several months, be pretty safe but still make something. Safer funds comes to mind are STSMX , VBISX, Gundlach fund...and VWINX.
… years living expenses in short term muni STSMX , intermediate term muni FLTMX and corp ..... Within this category (living expenses) STSMX = 23%, FLTMX = 36% and BCOIX = 41 ..... Plan is to change the distribution to be STSMX = 19%, FLTMX = 27%, BCOIX = 27% and …
… Right now my shortest term money is in STSMX a S.T. muni for living expenses, better ..... term living expenses I'll use FLTMX as STSMX gets used up. For longer term I have BCOIX ..... couple months. I'm planning to stick with STSMX , however I'm curious if I could do better …
… My wife and I are nearing retirement age and we are now and always will be in the lowest tax bracket. Would Munis such as STSMX and SWNTX make sense to us. What is the risk factor? Can they be looked at as a substitute for cash? Thanks for your advice …
Does it make any sense to hold a short term municipal bond fund within an IRA? I have in mind a possible investment into STSMX which is a short term muni fund by Wells Fargo. Someone once told me that it makes no sense to hold a tax advantaged mutual …
… are still likely to provide it with a long-term edge versus its competitors. Wells Fargo Advantage Short-Term Muni Bond STSMX Lead manager Lyle Fitterer is a true bargain hunter who has proved his stripes in navigating difficult markets via timely portfolio …
… s in the taxable acct. are taken as cash plus a portion of STSMX is sold for cash each month. If the taxable account had exactly ..... increases for social security I plan to reduce the amount in STSMX and increase BCOIX to improve the total return of the taxable …
Please excuse my naivete, but can someone explain Morningstar's report that this fund has a Credit rating of BBB when roughly 90% of its bonds has a Credit rating of either A, AA or AAA. I really do not understand it. Thanx. DFritz.
The fund will have significant exposure to lower-rated bonds at times.Expenses could be lower.Attractive yield.Strong long-term returns.Fund tends to be less sensitive to interest-rate fluctuations than its typical category peer.Lead manager Lyle Fitterer took over this portfolio in March 2000. He