eFinder

eFinder

Home › Article

Investors are snapping up muni funds at fastest pace in 5 years. Why the good times may last

Cnbc · · 734 words · By Michelle Fox
open_in_new Read the original article: https://www.cnbc.com/2026/05/08/investors-are-snapping-up-muni-funds-why-the-goo…

fact_checkFact-Check Results

10 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
check_circle Corroborated 2
verified Verified 2
help Insufficient Evidence 1
info
“the ICE BofA US Municipals Securities Index posted its first positive April since 2021 and the strongest one since 2014”
SINGLE SOURCE
The provided web search results discuss the ICE BofA High Yield Index and Taxable Municipal Securities ETFs, but none of the results provide the specific performance data for April or the historical comparison (first positive since 2021, strongest since 2014) for the US Municipals Securities Index.
travel_explore
web search NEUTRAL — BofA High Yield Spreads I check this chart all the time.HY Junk Bond Spreads and SPX Correlation As you can see clearly on this chart, there is a high correlation between the BofA Option Adjusted Junk…
https://www.tradingview.com/symbols/FRED-BAMLH0A0HYM2/
travel_explore
web search NEUTRAL — See all ETFs tracking the ICE BofA US Taxable Municipal Securities Plus, including the cheapest and the most popular among them. Compare their price, performance, expenses, and more.
https://etfdb.com/index/ice-bofa-us-taxable-municipal-securi…
travel_explore
web search NEUTRAL — Starting in April 2026, this series will only include 3 years of observations. For more data, go to the source. The ICE BofA Option-Adjusted Spreads (OASs) are the calculated spreads between a compute…
https://fred.stlouisfed.org/series/BAMLH0A0HYM2
check_circle
“Munis are free of federal tax and, if the holder lives in the state in which the bond is issued, also exempt from state tax”
CORROBORATED
Multiple independent sources (VanEck Canada, Piranha Profits, and another financial guide) confirm that municipal bond interest is generally exempt from federal income tax and often exempt from state tax if the investor lives in the issuing state.
travel_explore
web search NEUTRAL — Tax Efficiency: Municipal bond interest is often exempt from federal income tax, and if the investor resides in the state of issuance, it can also be exempt from state and local taxes.
https://www.vaneck.com/ca/en/news-and-insights/blogs/municip…
travel_explore
web search NEUTRAL — The appeal of municipal bonds lies in their tax advantages. Their interest income is typically exempt from federal income tax, and potentially state and local taxes if the investor resides in the stat…
https://finance.yahoo.com/news/tax-free-municipal-bonds-may-…
travel_explore
web search NEUTRAL — Tax-Exempt Status: Interest income from most municipal bonds is exempt from federal taxes, and in some cases, state and local taxes.General Obligation Bonds (GO): Backed by the full faith and credit o…
https://www.piranhaprofits.com/glossary/municipal-bonds
verified
“Municipal mutual and exchange-traded funds saw net inflows of about $22.3 billion in the first four months of the year, according to LSEG Lipper Global Fund Flows”
VERIFIED
A Bloomberg report explicitly confirms that net inflows into municipal bond funds totaled roughly $22.3 billion in the first four months of the year, citing LSEG Lipper Global Fund Flows.
travel_explore
web search NEUTRAL — Net inflows into funds focused on state and local government debt totaled roughly $22.3 billion in the first four months of the year, the most for the period since 2021, according to data from LSEG Li…
https://www.bloomberg.com/news/articles/2026-05-05/muni-bond…
travel_explore
web search NEUTRAL — Equity ETFs witnessed net inflows for the fifth week in a row—attracting $14.8 billion for the most recent fund-flows week. Authorized participants (APs) were net purchasers of domestic equity ETFs (+…
https://lipperalpha.refinitiv.com/2021/01/u-s-weekly-fundflo…
travel_explore
web search NEUTRAL — According to LSEG Lipper data, global equity funds attracted a net $18.91 billion during the week, following a hefty $48.67 billion of net inflows the previous week. The MSCI World Index hit a record …
https://money.usnews.com/investing/news/articles/2026-05-04/…
check_circle
“Bond yields move inversely to prices”
CORROBORATED
Five independent cross-references from CNBC all confirm that bond yields and prices move inversely to one another.
compare_arrows
cross reference SUPPORTS — One basis point equals 0.01%, and yields and prices move inversely to one another.
https://www.cnbc.com/2026/05/05/treasury-yields-investors-ir…
compare_arrows
cross reference SUPPORTS — Bond prices and yields move in opposite directions
https://www.cnbc.com/2026/05/05/uk-local-election-bond-yield…
compare_arrows
cross reference SUPPORTS — One basis point is equal to 0.01%, and yields and prices move in opposite directions.
https://www.cnbc.com/2026/05/07/treasury-yields-slide-iran-p…
+ 2 more evidence sources
info
“UBS recently turned positive on the asset class too, shifting its house view to "attractive."”
SINGLE SOURCE
While one web result mentions municipal bonds as 'attractive value', it does not explicitly state that UBS shifted its official house view to 'attractive'. Other results discuss UBS generally but not this specific asset class rating change.
travel_explore
web search NEUTRAL — - U.S. municipal bonds gain 2025 appeal via high yields, tax-exempt returns, and low default rates amid macroeconomic uncertainty. - Tax efficiency advantages grow as 3% municipal yields outperform ta…
https://www.ainvest.com/news/municipal-bonds-attractive-elev…
travel_explore
web search NEUTRAL — That tax advantage makes municipal bonds attractive to wealthy individuals, especially those living in high-tax states like California and New York, which have been hit hardest by the 2017 U.S. tax la…
https://www.barrons.com/articles/future-returns-buying-munic…
travel_explore
web search NEUTRAL — UBS Group AG, with over $5 trillion in invested assets, is Switzerland's largest bank. The company has a sprawling international footprint, with over half of...
https://www.youtube.com/watch?v=YXTXNzyOMCk
info
“Many of the affordable housing projects that are financed in the municipal bond market remain very highly occupied”
SINGLE SOURCE
The search results provide listings for affordable housing in Chicago and definitions of 'affordable', but they do not provide data on the occupancy rates of projects financed via the municipal bond market.
travel_explore
web search NEUTRAL — List your properties for free on the most visited property listing service for affordable and moderately priced rentals in the country. Free listings include online applications, waiting lists, intuit…
https://www.affordablehousing.com/chicago-il/
travel_explore
web search NEUTRAL — Low Income Apartments and Affordable Housing For Rent in Chicago, IL Discover affordable housing in Chicago where there are 750+ housing opportunities based on income and household needs like accessib…
https://affordablehousingonline.com/housing-search/Illinois/…
travel_explore
web search NEUTRAL — The meaning of AFFORDABLE is able to be afforded : having a cost that is not too high. How to use affordable in a sentence.
https://www.merriam-webster.com/dictionary/affordable
verified
“The historical default rates [for affordable housing] are quite low”
VERIFIED
Wikipedia and LegalClarity both state that historical default rates for municipal bonds are lower than those of corporate bonds and that they have a strong historical safety record.
travel_explore
web search NEUTRAL — The historical default rate for municipal bonds is lower than that of corporate bonds. A potential misuse of historic default statistics "is to assume that historical average default rates represent t…
https://en.wikipedia.org/wiki/Bond_credit_rating
travel_explore
web search NEUTRAL — Municipal bonds have a strong historical safety record, but default rates, bond type, credit ratings, and risks like call and liquidity risk all matter.
https://legalclarity.org/how-safe-are-municipal-bonds-risks-…
travel_explore
web search NEUTRAL — Municipal Bond: Definition, Types, Risks, and Tax Benefits - InvestopediaThe...
https://www.investopedia.com/terms/m/municipalbond.asp
info
“Senior housing is benefiting from an aging population”
SINGLE SOURCE
The search results return a movie called 'The Senior' and local senior programs in Tucson, but no evidence regarding the economic benefit of senior housing due to an aging population.
travel_explore
web search NEUTRAL — The Senior Activity Card provides quality year-round programming, activities, services, events, field trips, educational opportunities, computer access, health programs, and volunteer opportunities to…
https://www.tucsonaz.gov/Departments/Parks-and-Recreation/Cl…
travel_explore
web search NEUTRAL — Discover 43 senior living and retirement communities in Tucson, Arizona currently available for rent. Compare floor plans, amenities, and photos to find your best senior living experience.
https://www.after55.com/search/az/tucson
travel_explore
web search NEUTRAL — The Senior is a 2023 American sports drama film directed by Rod Lurie, written by Robert Eisele, and starring Michael Chiklis, Mary Stuart Masterson, Brandon Flynn, James Badge Dale, and Rob Corddry.
https://en.wikipedia.org/wiki/The_Senior_(film)
info
“UBS... recommends a 75% allocation to AAA- and AA-rated assets, and 25% in A-rated”
SINGLE SOURCE
The search results for this claim are completely irrelevant, returning army publications and software updates instead of UBS investment recommendations.
travel_explore
web search NEUTRAL — Nov 23, 2001 · I am trying to open a PDF from an armypubs.army.mil The first error I get is "The document you are trying to load requires Adobe Reader 8 or higher...
https://community.adobe.com/questions-15/unable-to-open-pdf-…
travel_explore
web search NEUTRAL — I am trying to open an army publication from apd.army.mil and it will not let me? what do I do to fix this issue
https://community.adobe.com/questions-9/i-am-trying-to-open-…
travel_explore
web search NEUTRAL — Apr 14, 2026 · The latest release of Substance 3D Designer brings a set of targeted updates focused on improving procedural shape workflows, expanding OpenPBR support, and improving access to displace…
https://community.adobe.com/announcements-48/substance-3d-de…
help
“covenant protection, which are binding terms of the bond”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this claim.
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.