What is in Store for Municipal Bonds in 2023?
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
This fund is an open-ended retail mutual fund with a $1,000 minimum investment requirement for both standard and IRA accounts.
Manager Profile
Dan Chamby co-manages the fund and is a CFA charter holder. Previously employed with Merrill Lynch Investment Management and Fujitsu in Japan, Chamby’s global experience is invaluable. He has also worked in credit and money market roles at Bank of New York Mellon.
Historical Performance
Dividend Analysis
The fund is not an income vehicle, with a conservative dividend yield of 0.3% and a semi-annual payment frequency. Payment months are July and December.
Asset Allocation Weightings
The attractiveness of this fund is its diversified approach to asset allocation. Current weightings are:
Portfolio Sector Weightings
Top 10 Holdings
The top holdings for the fund are made of a combination of bonds, preferential and common stock. There is no weighting over 1.7% with the fund holding U.S., Australian, British, Italian and Mexican government debt.
Concerns
The primary concern of the fund is the exposure to Italy debt. Current developments in Greece could affect debt markets globally. On the equity side, the fund has a 4.57% basic materials weighting, which could influence overall performance.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Justin Kuepper
|
Let's take a look at what's driving the trend and some recent examples...
Kristan Wojnar, RCC™
|
Our subjects for this week look at goal setting mistakes, how to deal...
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...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
This fund is an open-ended retail mutual fund with a $1,000 minimum investment requirement for both standard and IRA accounts.
Manager Profile
Dan Chamby co-manages the fund and is a CFA charter holder. Previously employed with Merrill Lynch Investment Management and Fujitsu in Japan, Chamby’s global experience is invaluable. He has also worked in credit and money market roles at Bank of New York Mellon.
Historical Performance
Dividend Analysis
The fund is not an income vehicle, with a conservative dividend yield of 0.3% and a semi-annual payment frequency. Payment months are July and December.
Asset Allocation Weightings
The attractiveness of this fund is its diversified approach to asset allocation. Current weightings are:
Portfolio Sector Weightings
Top 10 Holdings
The top holdings for the fund are made of a combination of bonds, preferential and common stock. There is no weighting over 1.7% with the fund holding U.S., Australian, British, Italian and Mexican government debt.
Concerns
The primary concern of the fund is the exposure to Italy debt. Current developments in Greece could affect debt markets globally. On the equity side, the fund has a 4.57% basic materials weighting, which could influence overall performance.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Justin Kuepper
|
Let's take a look at what's driving the trend and some recent examples...
Kristan Wojnar, RCC™
|
Our subjects for this week look at goal setting mistakes, how to deal...
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...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...