Post #64 by weatherman on the Bond Investing board

Investment Strategies / Bond Investing

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doing some deep dives into asset allocation tools.
given decent interest rate environment, there seems to be solid support that a very broad range of variables support 5-10% of total taxable investments go into muni (even if you are in a tax-free state).

with that in mind, my big ask is looking for anyone with experience in a muni fund\etf that is :
* active
* low expense
* <4yr mean\median
* manager generally holds to maturity

so far, have only run across 1 publicly traded that might fit the bill.
also interested in any benefits beyond a lower institutional level expense ratio.

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