2-May-2025 1:49 PM CST - Morningstar Why Are Muni Bond Funds Losing Money in 2025? Most municipal bond funds are posting losses, even as taxable bond categories are posting gains. Higher issuance and volatility have pushed down municipal bond prices, which started the year high. Valuations on muni bonds now look attractive.
18-Dec-2024 5:19 PM CST - Morningstar Fidelity Strategic Dividend & Income The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
2-May-2025 1:49 PM CST - Morningstar Why Are Muni Bond Funds Losing Money in 2025? Most municipal bond funds are posting losses, even as taxable bond categories are posting gains. Higher issuance and volatility have pushed down municipal bond prices, which started the year high. Valuations on muni bonds now look attractive.
18-Dec-2024 5:19 PM CST - Morningstar Fidelity Strategic Dividend & Income The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
