See the master list of all thematic investing ETF themes here. Start with highly rated general obligation and essential-service revenue bonds. If investing in mutual funds or ETFs, you can find the ratings distribution and breakdown of GO and revenue bonds on the “Portfolio” tab on Schwab.com. Want to know more? They generate a large share of their revenues through reimbursements for services from either commercial insurers, commercially insured patients, patients insured through public entities such as Medicare and Medicaid, or self-pay from patients lacking insurance. A common mistake investors make is to lump all revenue bonds in the same category. The Bloomberg Barclays U.S. Municipal Bond: Leasing Index is the leasing component of the of the Bloomberg Barclays U.S. Municipal Bond: Revenue Bond Index. Charles Schwab & Co., Inc. may in its sole discretion re-set the vote count to zero, remove votes appearing to be generated by robots or scripts, or remove the modules used to collect feedback and votes. Muni national intermediate portfolios invest in bonds … What matters most: Compared to other sectors of the municipal market, hospitals and health care providers tend to have more business risk, and, with the exception of larger, more established systems, tend to be lower-rated. Rates. Welcome to ETFdb.com. Tax-exempt bonds are not necessarily suitable for all investors. “Other” includes the insured and pre-refunded indexes. © 2020 Charles Schwab & Co., Inc, All rights reserved. Revenue municipal bonds, or revenue bonds, account for nearly two-thirds of all investment-grade munis outstanding, but they tend to get less attention than their more popular counterpart, general obligation bonds. The Bloomberg Barclays U.S. Municipal Bond: GO Bond Index is the GO bond component of the of the Bloomberg Barclays U.S. Municipal Bond Index. Are Transportation Revenue Bonds Ready for Takeoff After Being Grounded Earlier This Year? Tax-exempt income may be subject to the alternative minimum tax. However, utilities that are owned and/or operated by a municipality or state agency may issue tax-exempt debt. Capital gains are not exempt from federal income tax. Lease revenue bonds are a unique structure in the muni market. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Thumbs up / down votes are submitted voluntarily by readers and are not meant to suggest the future performance or suitability of any account type, product or service for any particular reader and may not be representative of the experience of other readers. The municipality will generally appropriate money during each budget session to meet the lease payment. The weightings for each sector of the index are rounded to the nearest tenth of a percent, therefore, the aggregate weights for the index may not equal to 100%. The S&P Municipal Bond Index is a broad, market value-weighted index that seeks to measure the performance of the U.S. municipal bond market. Sign up for ETFdb.com Advisor Alerts now! Where's the Best Place for Extra Savings—a Roth 401(k) or Roth IRA? 3. Muni National Interm. Some utility districts are publicly owned or operated and issue equity or taxable debt. What matters most: The characteristics of the university system are a key factor in determining the credit quality of the issuer. Though usually a very conservative bond, tread cautiously with educational facilities that are highly dependent upon student aid or grants, as may face difficulty if there are government cutbacks. Track the movement of the 11 Sector SPDRs as well as the 500 component stocks. The Bloomberg Barclays U.S. Municipal Bond: Electric Index is the electric component of the of the Bloomberg Barclays U.S. Municipal Bond: Revenue Bond Index. Switch from mutual funds to ETFs by identifying the “best fit” ETFs based on underlying holdings. See our independently curated list of ETFs to play this theme here. These types of bonds can be very strong depending on coverage and legal protections. Unauthorized access is prohibited. Insights and analysis on leveraged and inverse ETFs. However, Moody’s has a negative outlook on the sector due to weak net tuition revenue growth and rising labor costs. Aggregate Bond Index, Barclays Capital U.S. Dollar Floating Rate Note < 5 Years Index, Barclays Capital U.S. Government/Credit Bond Index, Barclays Capital U.S. Intermediate Aggregate Bond Index, Barclays Capital U.S. Intermediate Government/Credit Bond Index, Barclays Global Aggregate ex-USD Float-Adjusted Index (Hedged), Barclays Rate Hedged U.S. Join other Institutional Investors receiving FREE personalized market updates and research. Revenues to meet debt service are derived from various rates and fees, which most often are based on usage and connections. See our independently curated list of ETFs to play this theme here. Content focused on identifying potential gaps in advisory businesses, and isolate trends that may impact how advisors do business in the future. Talk with your Schwab Financial Consultant or call 800-355-2162. Revenue bonds are sorted alphabetically. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. The investment strategies mentioned here may not be suitable for everyone. Solactive USD Emerging Market Bond – Interest Rate Hedged Index Government Bonds (View Government Bonds ETFs) Barclays 1-10 Year Government Inflation-linked Bond Index Often a trust, not the municipality, issues bonds and generates revenues to pay the bonds back by leasing the facility to the municipality. The Bloomberg Barclays U.S. Municipal Bond: Housing Index is the housing component of the of the Bloomberg Barclays U.S. Municipal Bond: Revenue Bond Index. Member SIPC. Data contained herein from third party providers is obtained from what are considered reliable sources. The Bloomberg Barclays U.S. Municipal Bond: Revenue Bond Index is the revenue bond component of the of the Bloomberg Barclays U.S. Municipal Bond Index. This tool allows investors to analyze ETF issuer fund flow data. This site is designed for U.S. residents. For example, if the special tax is levied on the sale of tobacco, then the trend in the usage of tobacco products is a relevant concern. See our independently curated list of ETFs to play this theme here. Call a Schwab Fixed Income Specialist at, Explore Schwab’s views on additional fixed income topics in, Q&A on Brexit: The Options and Implications for Investors. The Bloomberg Barclays U.S. Municipal Bond Index covers the USD-denominated long-term tax-exempt bond market. Direxion Daily S&P Biotech Bear 3X Shares, S&P National AMT-Free Municipal Bond Index, S&P National AMT-Free Municipal VRDO Index, S&P Taxable Municipal USD250 Million Par Bond Index, S&P Municipal Bond 7 Day Intermediate Grade Rate Index.
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