Muni National Long
Muni national long 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 more than seven years (or, if duration is unavailable, average maturities of more than 12 years). Morningstar®
#51 Calvert Tax-Free Bond Fund (CTTLX)
| Performance (1-yr.): 3.28% | Expenses: 0.90% |
| Performance (1-mo.): 1.58% | Total Assets: $167.29M |
#52 Saratoga Municipal Bond Portfolio (SMBPX)
| Performance (1-yr.): 0.10% | Expenses: 2.08% |
| Performance (1-mo.): 1.17% | Total Assets: $2.53M |
Fidelity Advisor Municipal Income 2023 Fund (FSODX)
| Performance (1-yr.): — | Expenses: 0.65% |
| Performance (1-mo.): 1.77% | Total Assets: $10.68M |
Fidelity Municipal Income 2021 Fund (FOMAX)
| Performance (1-yr.): 2.31% | Expenses: 0.65% |
| Performance (1-mo.): 2.24% | Total Assets: $39.15M |
Guggenheim Municipal Income Fund (GIJAX)
| Performance (1-yr.): 5.36% | Expenses: 0.80% |
| Performance (1-mo.): 1.86% | Total Assets: $72.85M |
Lord Abbett AMT Free Municipal Bond Fund (LATAX)
| Performance (1-yr.): 5.99% | Expenses: 0.60% |
| Performance (1-mo.): 1.11% | Total Assets: $208.06M |
Nuveen Municipal Total Return Managed Accounts (NMTRX)
| Performance (1-yr.): 4.84% | Expenses: 0.00% |
| Performance (1-mo.): 1.65% | Total Assets: $337.32M |
Rx Tax Advantaged Fund (FMRIX)
| Performance (1-yr.): — | Expenses: 1.36% |
| Performance (1-mo.): 0.99% | Total Assets: $3.73M |
