Fund | Ticker | Category | Puerto Rican exposure | Total fund assets |
---|---|---|---|---|
Franklin Double Tax-Free Income A | FPRTX | High Yield Muni | 44.72% | $143.57M |
Oppenheimer Rochester® MD Municipal A | ORMDX | Muni Single State Long | 42.6% | 48.65M |
Oppenheimer Rochester® VA Municipal A | ORVAX | Muni Single State Long | 39.29% | 95.15M |
Oppenheimer Rochester® Fund Municipals A | RMUNX | Muni New York Long | 20.1% | 5.6B |
Oppenheimer Rochester® Ltd Term Muni A | OPITX | High Yield Muni | 19.32% | 2.0B |
Oppenheimer Rochester® AZ Municipal A | ORAZX | Muni Single State Long | 19.11% | 43.69M |
Oppenheimer Rochester® NJ Municipal A | ONJAX | Muni New Jersey | 17.7% | 396M |
Oppenheimer Rochester® Michigan Muni A | ORMIX | Muni Single State Long | 17.29% | 43.08M |
Oppenheimer Rochester® LtdTerm NY MunisA | LTNYX | Muni Single State Short | 16.76% | 2.7B |
Oppenheimer Rochester® AMT-Free NY MuniA | OPNYX | Muni New York Long | 16.29% | 1.1B |
"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Taking a systematic approach to three key practice areas can help advisors gain confidence, get back time, and increase their opportunities.
Meanwhile, Osaic lures a high-net-worth advisor from Commonwealth in the Pacific Northwest.
The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.