U.S. municipals

FEB 14, 2010
By  mlanche

U.S. municipals

Click column headers to sort fields

Product Name Quarterly return 1-year return 3-year return 5-year return 5-year std dev 5 Yr Sharpe Product Assets ($M) Manager Location
Sage Advisory Services - Short Term Municipal Fixed Income 0.69 4.92 5.13 3.94 1.79 0.51 120 Jeffery S. Timlin Austin, Texas
Appleton Partners - Short Term Municipal Bond 0.60 4.96 4.76 3.68 1.67 0.40 390 Team Boston
Eaton Vance - Short-Term Municipals 0.25 6.54 5.55 4.09 2.85 0.37 381 Team Boston
Neuberger Berman - Tax-Exempt Limited Maturity 0.12 5.01 5.04 3.94 2.29 0.40 1,489 Team New York
Stonebridge Capital Advisors - Tax Exempt Fixed Income 0.04 15.97 2.68 4.15 6.01 0.19 573 Team St. Paul, Minn.
Nuveen Asset Management - Limited-Maturity Municipal Bond 0.02 6.33 4.91 3.84 2.51 0.33 1,990 Team Chicago
Sage Advisory Services - Intermediate Municipal Fixed Income -0.25 5.31 5.13 4.17 2.50 0.46 718 Jeffery S. Timlin Austin, Texas
Capstone Asset Management Co. - Municipal Fixed Income -0.27 7.23 4.96 3.91 2.71 0.33 131 Team Houston
Abner Herrman & Brock Asset Management - Municipal Bond -0.46 7.54 5.39 4.44 3.06 0.46 194 Team Jersey City, N.J.
Eaton Vance - Intermediate Municipal -0.49 7.25 5.44 4.25 3.51 0.35 1,291 Team Boston
Barclays Municipal Bond -0.96 12.91 4.41 4.32 4.36 0.30      

Latest News

SEC bars ex-broker who sold clients phony private equity fund
SEC bars ex-broker who sold clients phony private equity fund

Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.

The key to attracting and retaining the next generation of advisors? Client-focused training
The key to attracting and retaining the next generation of advisors? Client-focused training

From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.

Chuck Roberts, ex-star at Stifel, barred from the securities industry
Chuck Roberts, ex-star at Stifel, barred from the securities industry

"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.

SEC to weigh ‘innovation exception’ tied to crypto, Atkins says
SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

Chair also praised the passage of stablecoin legislation this week.

Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

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.