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Morningstar

Municipal Bond Funds

Fixed-income funds that distribute income that is not subject to taxation at the federal, state, and sometimes local levels.

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Northern AZ Tax-ExemptNOAZXMuni Single State Interm61.58 Mil3.29%6559290.460%$2,500No LoadOpen
Schwab Opportunistic Municipal BondSWHYXMuni National Long60.19 Mil6.67%448580.500%—No LoadOpen
Fidelity Municipal Core Plus BondFMBAXMuni National Interm55.22 Mil3.41%———0.370%—No LoadOpen
Dupree TN Tax-Free IncomeTNTIXMuni Single State Interm53.28 Mil2.55%2133380.780%$500No LoadOpen
Touchstone Core Municipal Bond YTOHYXMuni National Interm49.59 Mil2.86%5652—0.550%$2,500No LoadOpen
Principal Street Short Term Muncpl InvPSTEXMuni National Short48.24 Mil3.50%———0.950%$1,000No LoadOpen
Green California Tax-Free Income InvCFNTXMuni California Intermediate40.33 Mil2.25%7186820.700%$1,000No LoadOpen
Thrivent High Inc Muncpl Bd STHMBXHigh Yield Muni37.46 Mil3.83%4946—0.600%$2,000No LoadOpen
Victory High Income Municipal Bond MmbrRHMMXHigh Yield Muni36.11 Mil4.47%52——0.650%$3,000No LoadOpen
Dupree KY Tax-Free Short-to-MediumKYSMXMuni Single State Short31.74 Mil1.92%5427370.790%$500No LoadOpen
Glenmede Short Term Tax Aware Fixed IncGTAWXMuni National Short30.20 Mil2.03%3960—0.550%—No LoadOpen
US Global Investors Near-Term Tax FreeNEARXMuni National Short25.50 Mil2.65%9397890.460%$5,000No LoadOpen
Fidelity Municipal Income 2025FIMSXMuni Target Maturity24.41 Mil1.91%2047—0.400%—No LoadOpen
Guggenheim Municipal Income PGIJPXMuni National Long23.16 Mil2.87%9397—0.930%—No LoadOpen
Fidelity SAI Sustainable Muncpl IncomeFASWXMuni National Long22.71 Mil3.08%———0.360%—No LoadOpen
Dupree AL Tax-Free IncomeDUALXMuni Single State Interm20.47 Mil2.53%6217150.930%$500No LoadOpen
JHancock Mgd Acct Shrs Non-IG MuniBdPortJHFMXHigh Yield Muni20.42 Mil4.63%—————No LoadOpen
Frost Municipal Bond InvestorFAUMXMuni National Interm15.38 Mil2.23%856800.960%$2,500No LoadOpen
Fidelity Sustainable Itmt Muncpl IncFSIKXMuni National Interm14.93 Mil2.91%———0.370%—No LoadOpen
Fidelity SAI Sst Cnsv Inc Municipal BondFASYXMuni National Short14.61 Mil3.29%———0.200%—No LoadOpen
Cavanal Hill Ultr Shrt Tax-Free Inc InvAPUSXMuni National Short10.87 Mil2.54%2574—0.600%$100No LoadOpen
Invesco SMA Municipal BondSMBMXMuni National Interm10.20 Mil3.81%————$1,000No LoadOpen
Nuveen Ultra Short Muncpl Mgd AcctsNUSMXMuni National Short10.00 Mil——————No LoadOpen
Dupree MS Tax-Free IncomeDUMSXMuni Single State Interm9.50 Mil2.58%5751191.060%$500No LoadOpen
Dupree NC Tax-Free Short-to-MediumNTSMXMuni Single State Short9.03 Mil1.86%9785690.970%$500No LoadOpen
Lord Abbett Sustainable Municipal Bd F3LSMOXMuni National Interm5.47 Mil3.18%———0.400%—No LoadOpen
Lord Abbett Sustainable Municipal Bd FLSMFXMuni National Interm5.47 Mil3.05%———0.530%—No LoadOpen
Dupree TN Tax-Free Short-to-MediumTTSMXMuni Single State Short2.94 Mil1.76%8676461.410%$500No LoadOpen
Pioneer MAP High Income MunicipalHIMUXHigh Yield Muni9,647.005.62%69————No LoadOpen
LADS-Enhanced Muncpl Yld CompletionLAEMXMuni National Interm————————Open

Municipal Bond Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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