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Pick Your Spots in Today's Muni Market

First Quarter 2021 

From nonprofit healthcare to state and local governments, airports and toll roads, there are several municipal-market sectors worth a closer look.

From our sub-adviser, Wellington Management
Tim Haney, CFA
Fixed Income Portfolio Manager
Brad Libby
Fixed Income Portfolio Manager

 

Broadly speaking, we believe municipal bond (muni) valuations may offer an attractive entry point for discerning investors.



Important Risks: Investing involves risk, including the possible loss of principal. • Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. • Municipal securities may be adversely impacted by state/local, political, economic, or market conditions. Investors may be subject to the federal Alternative Minimum Tax as well as state and local income taxes. Capital gains, if any, are taxable.

WP587   222045