Best Performing National Intermediate Municipal Bond Mutual Funds 2015

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Find best performing national intermediate municipal bond mutual funds 2015. These national intermediate municipal bond mutual funds invest mainly in municipal debts with duration between 5-7 years. The income yield is usually tax free from federal income & possibly state tax or local tax.

The list is compiled based on the fund performance for the past 1 year up to March 8, 2015. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

Top Muni Bond Funds

Best performing national intermediate municipal bond mutual funds 2015 are:
    Municipal Bond Funds
  1. Schroder Broad Tax-Aware Value Bond Fund (STWTX)
  2. Eaton Vance Municipal Opportunities A (EMOAX)
  3. Transamerica Enhanced Muni A (TAMUX)
  4. Performance Trust Municipal Bond Retail (PTRMX)
  5. Vanguard High-Yield Tax-Exempt Fund (VWAHX)
  6. BNY Mellon Municipal Opportunities Fund (MOTIX)
  7. BlackRock National Municipal Inv A (MDNLX)
  8. Dreyfus Municipal Bond Opportunity A (PTEBX)
  9. AB Municipal Income National A (ALTHX)
  10. Dreyfus AMT-Free Municipal Bond A (DMUAX)

Schroder Broad Tax-Aware Value Bond Fund

This Schroder Broad Tax-Aware Value Bond Fund uses its assets to purchase U.S. dollar-denominated, investment-grade fixed income debt instruments. This muni bond fund has a yield of 3.06%. Its expense fee is only 0.46%. There is no sales load. Total assets are $113 million.

More: Best Performing Long Term Bond Mutual Funds 2014

This bond fund is ranked with 5 star rating by Morningstar. In 2014, it has 1 year total return of 15.40%. Its 3 year annualized return is 5.73%.

Eaton Vance Municipal Opportunities Fund

Eaton Vance Municipal Opportunities Fund is a 3 star bond mutual fund. Its expense fee is 1.09%. It also has a yield of 1.84%. With assets of $224 million, this municipal bond fund has a high rate of portfolio turnover, 283%. Adam A. Weigold is the fund manager.

More: Top 15 High Yield Municipal Bond Mutual Funds 2014

This muni bond fund has returned 9.42% over the past 1 year, and 4.90% over the past 3 year.

Vanguard High-Yield Tax-Exempt Fund

The Vanguard High-Yield Tax-Exempt Fund invests mainly in in investment-grade municipal bonds. This popular municipal bond mutual fund has $8.5 billion of assets. The fund manager is Mathew M. Kiselak. The current yield is 3.70%. Its portfolio turnover rate is only 28%. Its expense fee is 0.20%.

You can buy this Vanguard fund with $3,000 initial funding for your brokerage. It is also ranked highly by Morningstar with 5 star rating. This muni bond fund has returned 4.79% over the past 3 year, and 4.86% over the past 10 year.

Fund Performance

NoFund NameTicker1 Year Return %
1Schroder Broad Tax-Aware Value Bond InvSTWTX10.13
2Eaton Vance Municipal Opportunities AEMOAX9.42
3Transamerica Enhanced Muni ATAMUX8.63
4Performance Trust Municipal Bond FundPTRMX8.46
5Vanguard High-Yield Tax-ExemptVWAHX7.67
6BNY Mellon Municipal Opportunities InvMOTIX7.66
7BlackRock National Municipal Inv AMDNLX6.96
8Dreyfus Municipal Bond Opportunity APTEBX6.83
9AB Municipal Income National AALTHX6.4
10Dreyfus AMT-Free Municipal Bond ADMUAX6.36
11American Funds Tax-Exempt Bond AAFTEX6.32
12Dreyfus Municipal BondDRTAX6.31
13Goldman Sachs Dynamic Municipal Inc AGSMIX6.17
14First Investors Tax Exempt Inc AFITAX6.01

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