Munis on the Rise: Better State Finances and High Yields Offer a Bond Market Win
Aaron Levitt
|
Strong state finances, rising tax revenues, and increased rainy-day funds are positioning municipal...
Fund Company Name | Net Assets ($M USD) | Oldest Fund Launched In | Number of Funds | Expense Ratio Range |
---|---|---|---|---|
Vanguard | $11,134,626.47 | 1994 | 191 | 0.01% - 1.8% |
Fidelity | $3,472,846.90 | 1994 | 549 | 0.0% - 7.03% |
BlackRock | $3,193,035.02 | 1989 | 619 | 0.01% - 5.97% |
Capital Group | $2,638,004.01 | 1986 | 94 | 0.24% - 2.01% |
State Street | $1,388,460.81 | 1980 | 201 | 0.02% - 1.45% |
T. Rowe Price | $881,186.14 | 1939 | 190 | 0.05% - 16.32% |
Invesco | $824,536.48 | 1946 | 338 | 0.0% - 8.81% |
TIAA | $698,347.97 | 1976 | 215 | 0.05% - 4.88% |
J.P. Morgan | $665,437.27 | 1994 | 155 | 0.02% - 3.59% |
Charles Schwab | $570,341.64 | 1994 | 101 | 0.02% - 1.29% |
Dimensional | $564,029.59 | 1994 | 143 | 0.09% - 0.79% |
Franklin Templeton | $538,464.49 | 1994 | 276 | 0.01% - 22.29% |
PIMCO | $409,812.81 | 1994 | 138 | 0.01% - 7.24% |
MFS | $408,294.18 | 1994 | 97 | 0.37% - 12.32% |
Goldman Sachs | $381,998.08 | 1988 | 130 | 0.09% - 6.42% |
Dodge & Cox | $264,976.52 | 1994 | 7 | 0.41% - 1.08% |
John Hancock | $262,358.49 | 1985 | 170 | 0.28% - 9.4% |
Ameriprise Financial | $207,426.40 | 1970 | 113 | 0.15% - 21.8% |
American Century | $206,655.43 | 1971 | 141 | 0.15% - 2.49% |
Principal | $199,064.26 | 1994 | 88 | 0.05% - 187.26% |
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