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AMT-Free Munis


Taking Shelter With AMT-Free Munis

The chief benefit of municipal bonds is well understood: the interest paid to investors is exempt from federal income taxes. But where’s the benefit for the growing number of households that have little or no income tax but are now paying the alternative minimum tax? For them, AMT-free bonds are designed to provide a similar fixed-income upside. These bonds, and related ETFs, seek to avoid so-called private activity debt issuances (typically issued by airports or housing agencies) that could otherwise generate income subject to the AMT. This motif provides exposure to AMT-free municipal-bond ETFS with a “ladder” strategy that potentially reduces interest-rate risk by diversifying with various maturity dates. See More
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Portfolio Index 1 YR Return
AMT-Free Munis Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
50.3% 3 - 7 Year Duration 4.8%
25.3% Over 10 Year Duration 5.1%
24.4% 1 - 3 Year Duration 1.5%
24.4% 8xxxxxx 8xxxx 8xxx 8xxxxxxx 8xxx 8xxx 8x 8xx 88.8%
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