SELECT MUNICIPAL BONDS

In the $3.8 trillion muni bond market, only a handful of bonds meet our criteria. The cheapest bonds that we trade throughout the day usually don’t make it to any trading platforms. They go directly to our clients including RIA’s, money managers, individual investors, or our SMA program. Here are examples of a few bonds that we think are attractive today. If you want to find out information on these or see offerings specific for your needs going forward, contact us to speak to a portfolio manager today.

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HAND-SELECTED MUNI BONDS

Individual Bonds Compared with Funds and ETFs

Examples of M&C
Prefered Bonds1
3 Popular
Mutual Fund2
3 Popular
ETF’s3
Yield to Worst3.10%2.33%2.57%
Effective Duration3.225.516.25
Income Distribution4.13%2.78%2.42%
Avg. Credit RatingAAAAAA
BBB and Under0%11%6.6%
Full-CustomizationYESNONO

 

1. Sample municipal bonds exhibiting relative value priced with Bloomberg BVAL 9/25/18. Equal weight par value: 117023BB6; 3431363Y1; 414009GP9; 41401PBX0; 438689JG7; 442435K36; 46256QDJ2; 46613CN43; 546415L40; 51856CAR2; 507207DZ8; 546589UJ9; 591745M50; 65821DFT3; 682001CA8; 691879FS4; 76222RMU3; 837542EX3; 821697G31; 821532MJ4; 833085G31; 833085T45; 880064N30; 93974C6U9; 952718UV4.
2. Equal blend VWITX, MDNLX, and PMNIX as of 9/24/18.
3. Equal blend ITM, MUB, and VTEB as of 9/24/18.

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INDIVIDUAL BONDS VERSUS FUNDS AND ETF’s

MUNICIPAL BOND MARKET RESEARCH

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