Standout Munis
Our best ideas for national, diversified muni-bond exposure. These mutual funds and ETFs received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category (Day End)
5 Year, Day End
| |
|---|---|---|---|---|---|---|---|---|
| Baird Municipal Bond Fund Institutional
BMQIX
| Muni National Long | 0.300% | Low | 0.90% | 1 | |||
| Baird Municipal Bond Fund Investor
BMQSX
| Muni National Long | 0.550% | Average | 0.65% | 2 | |||
| Fidelity Advisor Municipal Income Fund - Class A
FHUGX
| Muni National Long | 0.750% | Below Average | −0.58% | 43 | |||
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HPHMCR
| Muni National Long | 0.500% | Below Average | −0.33% | 26 | |||
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JTXMZM
| Muni National Long | 0.750% | Below Average | −0.56% | 42 | |||
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SZSZJ
| Muni National Long | 0.400% | Low | −0.22% | 21 | |||
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KWXBNW
| Muni National Long | 0.430% | Below Average | −0.27% | 25 | |||
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PNZGNN
| Muni National Long | 0.350% | Low | −0.09% | 16 | |||
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FMYKT
| Muni National Long | 0.360% | Low | — | — | |||
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BFXRLJ
| Muni National Long | 0.250% | Low | 0.11% | 9 | |||
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ZFQPBH
| Muni National Long | 0.250% | Low | −0.09% | 16 | |||
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SDYMD
| Muni National Long | 0.300% | High | −0.04% | 14 | |||
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ZMFC
| Muni National Long | 0.280% | — | −1.41% | 83 | |||
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NBQC
| Muni National Long | 0.280% | — | −1.55% | 87 | |||
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QDBRCL
| Muni National Long | 0.200% | Low | −0.17% | 19 | |||
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ZSBNCC
| Muni National Long | 0.250% | Low | −0.22% | 20 | |||
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BHPCN
| Muni National Long | 0.460% | Below Average | −0.85% | 60 | |||
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CHCHFF
| Muni National Long | 0.500% | Below Average | −0.90% | 63 | |||
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RNHBLY
| Muni National Long | 0.540% | Low | −0.11% | 16 | |||
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RTNDJ
| Muni National Long | 0.540% | Average | −0.13% | 16 | |||
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SWCTKB
| Muni National Long | 0.470% | Below Average | −0.03% | 11 | |||
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JDZT
| Muni National Long | — | 0.050% | — | — | — | ||
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JZSRJ
| Muni National Long | 0.300% | — | −0.47% | 34 | |||
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SMBRZ
| Muni National Long | 0.740% | Below Average | −0.50% | 36 | |||
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MCGNSJ
| Muni National Long | 1.030% | Low | −0.80% | 58 |
United States