Long-Term National Municipal Bond Funds
Long-term national municipal bond funds invest in bonds issued by various state and local governments to fund public projects. The income from these bonds is generally free from federal taxes. To lower risk, these portfolios spread their assets across many states and sectors. These portfolios have durations of more than six years (or average maturities of more than 12 years).
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| iShares Municipal Bond Index K
BIDKX
| — | 2.98% | 6.50 | 2.97% | −0.81% | 0.200% | 242.25 Mil | |
| iShares Municipal Bond Index Investor P
BIDPX
| — | 2.69% | 6.50 | 2.67% | −1.10% | 0.500% | 242.25 Mil | |
| iShares Municipal Bond Index Investor A
BIDAX
| — | 2.68% | 6.50 | 2.66% | −1.11% | 0.500% | 242.25 Mil | |
| iShares Municipal Bond Index Instl
BIDIX
| — | 2.93% | 6.50 | 2.93% | −0.85% | 0.250% | 242.25 Mil | |
| abrdn National Municipal Income Fund
VFL
| — | — | 3.69% | — | 4.88% | −4.07% | — | 147.09 Mil |
| Xtrackers Municipal Infras Rev Bd ETF
RVNU
| — | 2.85% | 9.57 | 3.49% | −2.15% | 0.150% | 131.09 Mil | |
| Western Asset Managed Municipals IS
SSMMX
| 3.78% | 3.24% | 7.50 | 4.41% | −0.73% | 0.420% | 3.14 Bil | |
| Western Asset Managed Municipals I
SMMYX
| 3.76% | 3.21% | 7.50 | 4.45% | −0.74% | 0.450% | 3.14 Bil | |
| Western Asset Managed Municipals C
SMMCX
| 3.00% | 2.54% | 7.50 | 3.69% | −1.47% | 1.200% | 3.14 Bil | |
| Western Asset Managed Municipals A
SHMMX
| 3.44% | 3.05% | 7.50 | 4.21% | −0.93% | 0.660% | 3.14 Bil | |
| Western Asset Managed Municipals 1
SMMOX
| 3.69% | 3.18% | 7.50 | 4.36% | −0.80% | 0.520% | 3.14 Bil | |
| Western Asset Managed Muni
MMU
| — | — | 3.23% | — | 4.50% | −2.70% | — | 635.85 Mil |
| Victory Tax-Exempt Y
RSTYX
| 3.81% | 3.95% | 7.83 | 4.75% | −1.29% | 0.690% | 34.14 Mil | |
| Victory Tax-Exempt A
GUTEX
| 3.62% | 3.85% | 7.83 | 4.65% | −1.40% | 0.800% | 34.14 Mil | |
| Victory Tax Exempt Long-Term Ins
ULTIX
| 4.06% | 3.70% | 6.92 | 5.45% | −1.23% | 0.440% | 1.75 Bil | |
| Victory Tax Exempt Long-Term
USTEX
| 4.03% | 3.68% | 6.92 | 5.34% | −1.27% | 0.460% | 1.75 Bil | |
| Vanguard Long-Term Tax-Exempt Adm
VWLUX
| 3.84% | 3.36% | 7.98 | 4.26% | −0.85% | 0.090% | 17.16 Bil | |
| Vanguard Long-Term Tax-Exempt
VWLTX
| 3.76% | 3.28% | 7.98 | 4.17% | −0.93% | 0.170% | 17.16 Bil | |
| Vanguard High-Yield Tax-Exempt Adm
VWALX
| 4.18% | 3.73% | 7.94 | 5.79% | −0.60% | 0.090% | 15.34 Bil | |
| Vanguard High-Yield Tax-Exempt
VWAHX
| 4.10% | 3.65% | 7.94 | 5.70% | −0.68% | 0.170% | 15.34 Bil | |
| VanEck HIP Sustainable Muni ETF
SMI
| 3.51% | 2.40% | 6.36 | 3.02% | — | 0.240% | 11.55 Mil | |
| Thrivent Municipal Bond S
TMBIX
| 3.81% | 3.49% | — | 4.14% | −1.14% | 0.510% | 1.21 Bil | |
| Thrivent Municipal Bond A
AAMBX
| 3.40% | 3.25% | — | 3.88% | −1.36% | 0.760% | 1.21 Bil | |
| T. Rowe Price Tax-Free Income Inv
PRTAX
| 3.73% | 2.94% | 7.16 | 4.66% | −0.74% | 0.530% | 2.30 Bil | |
| T. Rowe Price Tax-Free Income Adv
PATAX
| 3.42% | 2.63% | 7.16 | 4.31% | −1.07% | 0.870% | 2.30 Bil |