Implications of "Best Interest" Rule for Annuities
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
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Be sure to also read the 10 Biggest Mutual Fund Investing Myths Debunked.
There are three main types of bonds:
Therefore, when a bond is purchased when rates are high, it will be worth more if rates decline and can often times be sold at a premium.
Be sure to see the Cheapest Mutual Funds for Every Investment Objective.
Be sure to learn about What Happens When Mutual Funds are Redeemed or Sold.
If they can sell them in the secondary market, then they will often have to part with them at a substantial discount for which they will take a loss. But this is not the case with bond funds, which allow investors to buy and sell shares at any time regardless of the lengths or dates of the maturities held inside the fund.
Bond funds also blunt the risk of default by a given issuer because the income generated from all of the other fund holdings can offset the loss from the insolvent entity. Municipal income seekers can also save themselves time and effort by investing in municipal funds that purchase bonds solely in their jurisdiction. Tax reporting for bond fund holders is also usually simpler than for those holding individual issues because the fund will usually break down all forms of interest paid according to its tax category, such as taxable, tax-free at one or more levels and any capital gains or losses. They also usually include any amounts of OID (Original Issue Discount) and foreign tax paid.
Fund Name | Ticker | Overall Rating | Risk Grade |
---|---|---|---|
Invesco Senior Loan A | VSLAX | A+ | C+ |
Wells Fargo Adv CoreBuilder A | WFCMX | A+ | C- |
Colorado Bond Shares Tax-Exempt | HICOX | A+ | A- |
Highland Floating Rate Opps A | HFRAX | A+ | C |
PIMCO Income Fund A | PONAX | A+ | C |
Wells Fargo Adv CA Tax Fr A | SCTAX | A+ | C- |
BlackRock Secured Credit Inv A | BMSAX | A+ | B+ |
Voya Senior Income A | XSIAX | A+ | C+ |
USAA Tax-Exempt Interm-Term Fund | USATX | A+ | C+ |
Thornburg Strategic Municipal Inc A | TSSAX | A+ | C |
Sit MN Tax Free Income | SMTFX | A+ | C |
Wells Fargo Adv Muni Bd A | WMFAX | A+ | C |
T Rowe Price CA Tax Free Bond | PRXCX | A+ | C- |
Invesco Floating Rate A | AFRAX | A+ | B |
First Hawaii-Muni Bond Inv | SURFX | A+ | C+ |
Vanguard CA Long-Term Tax-Exmpt Inv | VCITX | A+ | C- |
Osterweis Strategic Income | OSTIX | A+ | C+ |
Vanguard Long-Term Tax-Exempt Inv | VWLTX | A+ | C- |
American Funds Tax-Exempt of CA A | TAFTX | A+ | C- |
Vanguard CA Interm-Term T-E Inv | VCAIX | A+ | C |
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Be sure to also read the 10 Biggest Mutual Fund Investing Myths Debunked.
There are three main types of bonds:
Therefore, when a bond is purchased when rates are high, it will be worth more if rates decline and can often times be sold at a premium.
Be sure to see the Cheapest Mutual Funds for Every Investment Objective.
Be sure to learn about What Happens When Mutual Funds are Redeemed or Sold.
If they can sell them in the secondary market, then they will often have to part with them at a substantial discount for which they will take a loss. But this is not the case with bond funds, which allow investors to buy and sell shares at any time regardless of the lengths or dates of the maturities held inside the fund.
Bond funds also blunt the risk of default by a given issuer because the income generated from all of the other fund holdings can offset the loss from the insolvent entity. Municipal income seekers can also save themselves time and effort by investing in municipal funds that purchase bonds solely in their jurisdiction. Tax reporting for bond fund holders is also usually simpler than for those holding individual issues because the fund will usually break down all forms of interest paid according to its tax category, such as taxable, tax-free at one or more levels and any capital gains or losses. They also usually include any amounts of OID (Original Issue Discount) and foreign tax paid.
Fund Name | Ticker | Overall Rating | Risk Grade |
---|---|---|---|
Invesco Senior Loan A | VSLAX | A+ | C+ |
Wells Fargo Adv CoreBuilder A | WFCMX | A+ | C- |
Colorado Bond Shares Tax-Exempt | HICOX | A+ | A- |
Highland Floating Rate Opps A | HFRAX | A+ | C |
PIMCO Income Fund A | PONAX | A+ | C |
Wells Fargo Adv CA Tax Fr A | SCTAX | A+ | C- |
BlackRock Secured Credit Inv A | BMSAX | A+ | B+ |
Voya Senior Income A | XSIAX | A+ | C+ |
USAA Tax-Exempt Interm-Term Fund | USATX | A+ | C+ |
Thornburg Strategic Municipal Inc A | TSSAX | A+ | C |
Sit MN Tax Free Income | SMTFX | A+ | C |
Wells Fargo Adv Muni Bd A | WMFAX | A+ | C |
T Rowe Price CA Tax Free Bond | PRXCX | A+ | C- |
Invesco Floating Rate A | AFRAX | A+ | B |
First Hawaii-Muni Bond Inv | SURFX | A+ | C+ |
Vanguard CA Long-Term Tax-Exmpt Inv | VCITX | A+ | C- |
Osterweis Strategic Income | OSTIX | A+ | C+ |
Vanguard Long-Term Tax-Exempt Inv | VWLTX | A+ | C- |
American Funds Tax-Exempt of CA A | TAFTX | A+ | C- |
Vanguard CA Interm-Term T-E Inv | VCAIX | A+ | C |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
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Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...