Municipal Bond Funds And Portfolios
MyPlanIQ maintains brokerage specific municipal bond fund portfolios. We regularly reviewed these portfolios. In April 16, 2018: Municipal Bonds As A Fixed Income Asset Class, we argued that these investments by themselves should be treated as an asset class in a portfolio, regardless of tax consideration.
In this newsletter, we will look at municipal bond funds in some details. First, let’s look at the performance.
Positive returns of the municipal bond portfolios
In current rising rate environment, many taxable bonds have had negative YTD (year to date) returns. Not the municipal bond portfolios listed on What We Do -> Brokerage Investors page:
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