Municipal Bond Portfolio Fund Quote

SMBPX Fund  USD 8.80  0.02  0.23%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Municipal Bond is trading at 8.80 as of the 17th of February 2025; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 8.78. Municipal Bond has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of January 2025 and ending today, the 17th of February 2025. Click here to learn more.
The Portfolio is a fund of funds. The Portfolios main investment strategy is to invest in unaffiliated registered investment companies and ETFs . As a matter of fundamental policy, the Portfolio will normally invest at least 80 percent of its total assets in securities that pay interest exempt from federal income taxes. More on Municipal Bond Portfolio

Moving together with Municipal Mutual Fund

  0.8SABAX Salient Alternative BetaPairCorr
  0.8SABIX Aggressive BalancedPairCorr
  0.8SABCX Salient Alternative BetaPairCorr
  0.81SAMAX Moderately AggressivePairCorr
  0.81SAMCX Salient Mlp FundPairCorr
  0.81SAMIX Moderately AggressivePairCorr

Municipal Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Muni National Interm Funds, Muni National Interm, Saratoga, Large, Ultrashort Bond (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Municipal Bond Portfolio [SMBPX] is traded in USA and was established 17th of February 2025. Municipal Bond is listed under Saratoga category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Saratoga family. This fund at this time has accumulated 560 K in assets with no minimum investment requirementsMunicipal Bond Portfolio is currently producing year-to-date (YTD) return of 0.46% with the current yeild of 0.0%, while the total return for the last 3 years was 0.15%.
Check Municipal Bond Probability Of Bankruptcy

Instrument Allocation

Top Municipal Bond Portfolio Mutual Fund Constituents

FLOTiShares Floating RateEtfUltrashort Bond
USMTXJpmorgan Ultra Short MunicipalMutual FundMuni National Short
VWIUXVanguard Intermediate Term Tax ExemptMutual FundMuni National Interm
VWSUXVanguard Short Term Tax ExemptMutual FundMuni National Short
IGHGProShares Investment GradeInterestEtfNontraditional Bond
More Details

Municipal Bond Portfolio Risk Profiles

Municipal Bond Against Markets

Other Information on Investing in Municipal Mutual Fund

Municipal Bond financial ratios help investors to determine whether Municipal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Municipal with respect to the benefits of owning Municipal Bond security.
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