Municipal Bond Portfolio Fund Quote

SMBAX Fund  USD 8.70  0.02  0.23%   

Performance

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Odds Of Distress

Less than 22

 
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Municipal Bond is trading at 8.70 as of the 26th of November 2024; that is 0.23% up since the beginning of the trading day. The fund's open price was 8.68. Municipal Bond has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Municipal Bond Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. Click here to learn more.
The Portfolio is a fund of funds. The Portfolios main investment strategy is to invest in unaffiliated registered investment companies and ETFs . As a matter of fundamental policy, the Portfolio will normally invest at least 80 percent of its total assets in securities that pay interest exempt from federal income taxes. More on Municipal Bond Portfolio

Moving against Municipal Mutual Fund

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Municipal Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Muni National Interm Funds, Muni National Interm, Saratoga (View all Sectors)
Update Date30th of September 2024
Municipal Bond Portfolio [SMBAX] is traded in USA and was established 26th of November 2024. Municipal Bond is listed under Saratoga category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Saratoga family. This fund at this time has accumulated 792.42 K in assets with minimum initial investment of 250. Municipal Bond Portfolio is currently producing year-to-date (YTD) return of 0.23% with the current yeild of 0.0%, while the total return for the last 3 years was -0.53%.
Check Municipal Bond Probability Of Bankruptcy

Instrument Allocation

Top Municipal Bond Portfolio Mutual Fund Constituents

DEIXXDreyfus Tax ExemptMoney Market FundUS Money Market Fund
FLOTiShares Floating RateEtfUltrashort Bond
USMTXJpmorgan Ultra Short MunicipalMutual FundMuni National Short
VWIUXVanguard Intermediate Term Tax ExemptMutual FundMuni National Interm
VWSUXVanguard Short Term Tax ExemptMutual FundMuni National Short
IGHGProShares Investment GradeInterestEtfNontraditional Bond
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Municipal Bond Portfolio Risk Profiles

Municipal Bond Against Markets

Other Information on Investing in Municipal Mutual Fund

Municipal Bond financial ratios help investors to determine whether Municipal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Municipal with respect to the benefits of owning Municipal Bond security.
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