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:- Schroder Broad Tax-Aware Value Bond Fund (STWTX)
- Eaton Vance Municipal Opportunities A (EMOAX)
- Transamerica Enhanced Muni A (TAMUX)
- Performance Trust Municipal Bond Retail (PTRMX)
- Vanguard High-Yield Tax-Exempt Fund (VWAHX)
- BNY Mellon Municipal Opportunities Fund (MOTIX)
- BlackRock National Municipal Inv A (MDNLX)
- Dreyfus Municipal Bond Opportunity A (PTEBX)
- AB Municipal Income National A (ALTHX)
- 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
| No | Fund Name | Ticker | 1 Year Return % |
|---|---|---|---|
| 1 | Schroder Broad Tax-Aware Value Bond Inv | STWTX | 10.13 |
| 2 | Eaton Vance Municipal Opportunities A | EMOAX | 9.42 |
| 3 | Transamerica Enhanced Muni A | TAMUX | 8.63 |
| 4 | Performance Trust Municipal Bond Fund | PTRMX | 8.46 |
| 5 | Vanguard High-Yield Tax-Exempt | VWAHX | 7.67 |
| 6 | BNY Mellon Municipal Opportunities Inv | MOTIX | 7.66 |
| 7 | BlackRock National Municipal Inv A | MDNLX | 6.96 |
| 8 | Dreyfus Municipal Bond Opportunity A | PTEBX | 6.83 |
| 9 | AB Municipal Income National A | ALTHX | 6.4 |
| 10 | Dreyfus AMT-Free Municipal Bond A | DMUAX | 6.36 |
| 11 | American Funds Tax-Exempt Bond A | AFTEX | 6.32 |
| 12 | Dreyfus Municipal Bond | DRTAX | 6.31 |
| 13 | Goldman Sachs Dynamic Municipal Inc A | GSMIX | 6.17 |
| 14 | First Investors Tax Exempt Inc A | FITAX | 6.01 |
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