Muni National Interm
Muni national intermediate portfolios 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 4.5 to seven years (or, if duration is unavailable, average maturities of five to 12 years). Morningstar®
#61 Highland Tax Exempt Fund (HTXAX)
| Performance (1-yr.): 1.67% | Expenses: 1.18% |
| Performance (1-mo.): 1.65% | Total Assets: $34.27M |
#62 ISI Managed Municipal Fund (MUNIX)
| Performance (1-yr.): 0.89% | Expenses: 0.99% |
| Performance (1-mo.): 1.53% | Total Assets: $106.9M |
#62 JPMorgan Tax Aware Real Return Fund (TXRAX)
| Performance (1-yr.): 0.47% | Expenses: 0.75% |
| Performance (1-mo.): 1.82% | Total Assets: $3.26B |
#64 Old Westbury Municipal Bond Fund (OWMBX)
| Performance (1-yr.): 0.76% | Expenses: 0.63% |
| Performance (1-mo.): 1.15% | Total Assets: $1.21B |
#65 Hartford Municipal Real Return Fund (HTNAX)
| Performance (1-yr.): 1.81% | Expenses: 0.87% |
| Performance (1-mo.): 1.66% | Total Assets: $240.83M |
#66 PIMCO Tax Managed Real Return Fund (PTXAX)
| Performance (1-yr.): 0.20% | Expenses: 0.85% |
| Performance (1-mo.): 2.18% | Total Assets: $65.93M |
American Funds Tax-Exempt Preservation Portfolio (TEPAX)
| Performance (1-yr.): 2.76% | Expenses: 0.76% |
| Performance (1-mo.): 0.86% | Total Assets: $205.47M |
Brown Advisory Tax Exempt Bond Fund (BIAEX)
| Performance (1-yr.): — | Expenses: 0.60% |
| Performance (1-mo.): 0.87% | Total Assets: $167.91M |
Capital Core Municipal (CCMPX)
| Performance (1-yr.): 2.21% | Expenses: 0.40% |
| Performance (1-mo.): 0.69% | Total Assets: $317.12M |
DFA Intermediate-Term Municipal Bond Portfolio (DFTIX)
| Performance (1-yr.): 0.41% | Expenses: 0.23% |
| Performance (1-mo.): 1.69% | Total Assets: $171.66M |
