WebApr 12, 2024 · Key Facts. Size of Class (Millions) as of Apr 06, 2024 $1,668.7 M. Size of Fund (Millions) as of Apr 06, 2024 $2,589.1 M. Share Class launch date Oct 25, 1988. Asset Class Fixed Income. Morningstar Category Muni California Intermediate. Lipper Classification CA Muni Debt Funds. WebFeb 4, 2024 · An investor in the highest marginal state tax bracket (which, in California, is 13.3%) would have to earn a yield of at least 1.30%—or 17 basis points more—on a bond from outside of California to achieve the same after-tax yield as on the in-state bond.
GENERAL OBLIGATION (GO) BONDS - California
WebWe are the industry’s 2nd largest high yield municipal bond manager and 5th ... of credit fundamentals in California, Illinois, New Jersey, New York, and Pennsylvania and the impact on municipal bond shareholders in each state. Anatomy of a Municipal Comeback ... Invesco California Municipal Fund R6 shares were named best-in-class among 32 ... WebNormally investing at least 80% of assets in investment-grade municipal debt securities whose interest is exempt from federal and California personal income taxes. Normally … domino\\u0027s pizza juan tabo
An Overview of Local Government General Obligation Bond …
Web26 rows · 5-day Average of GO Yields by State. The following is a yield grid with the … WebThe TEY is based on the Fund’s Distribution Rate or SEC 30-Day Yield on the indicated date and the combined federal and state (if applicable) income tax rate shown. Yields 30-Day SEC Yield (Sub) -- As of: -- 30-Day SEC Yield (Unsub) -- As of: -- Distribution Yield at NAV -- As of: -- Distribution Yield at Offer -- As of: -- Distributions WebOct 2, 2024 · For example, in California, the highest marginal income tax rate is 13%. If an in-state bond yield is 1%, the investor can subtract their tax rate from 100 to get 87. Divide the bond yield of 1% ... qo slit\\u0027s