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Morningstar, Inc. Commentaries

The Force Awakens in Municipal Bonds

Dec 10, 2015
Click here to access The Force Awakens in Municipal Bonds

In a year with incredible volatility in both equity and fixed-income markets and with the Barclays U.S. Aggregate Bond Index up a paltry 0.88% for the year to date through November, municipal bonds and the funds investing in them have offered decent returns, especially after tax savings are considered. 

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Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions.

Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries.