Elizabeth Foos
Beth Foos is an associate director for Morningstar.
Latest
Management Change on American Funds Limited Term Tax-Exempt Bond Does Not Affect Ratings
Ceasing Coverage on BMO Ultra Short Tax-Free Fund
What's Going on With Municipal-Bond Funds?
High-yield muni funds are leading the pack. Here are some of our favorites.
Portfolio Manager Changes at American High-Income Municipal Bond Fund Do Not Change Its Ratings
Munis in the Year of COVID
A recap of 2020’s roller-coaster ride in the muni markets and questions about what comes next.
MFS Municipal High Income Adds a Manager
American Funds Tax-Exempt Bond Fund of America Names Courtney Wolf as a Portfolio Manager
Management Change on Hartford Schroders Tax-Aware Bond
A Wild Ride Through Muniland
Usually a relatively stable part of the market, munis have seen an uptick in volatility in the past several months.
BlackRock High Yield Municipal Has Struggled During Recent Market Volatility, Ratings Unchanged
Are Municipal-Bonds Always a Safe Haven?
This market hasn't been immune to trouble stemming from the coronavirus-related volatility.
More Changes to the Portfolio Management Team on Fidelity's Municipal Lineup
Muni Funds See Record Inflows in 2019
Investors' appetite for municipal bonds soared last year, helping push already low muni yields even lower.
AMT Muni Funds Are Worth a Look
Tax law changes could create new opportunities for muni investors.
2 Winning Muni Funds
MFS Municipal Income MFIAX and T. Rowe Price Tax-Free Income have a lot to offer.
Powerhouse Manager Will Be Missed at Wells Fargo Muni Bond
The change promoted a downgrade from the fund's Morningstar Analyst Rating of Silver to Bronze.
3 Superior Managers on Today's Muni Bond Market
Three of the industry's finest discuss where they're finding value and what risks to consider.
Wells Fargo Municipal Bond Is Under Review Because of a Pending Manager Change
Wells Fargo Intermediate Tax/AMT Free Is Under Review Because of a Pending Manager Change
Wells Fargo Short-Term Municipal Bond Is Under Review Because of a Pending Manager Change
Wells Fargo Ultra Short-Term Muni Income Is Under Review Because of a Pending Manager Change
A Bronze-Rated Muni Fund With a Solid Team
More than a decade of comanagement and a sizable team make Wells Fargo Intermediate Tax/AMT-Free Fund an option to chew on.
Wells Fargo Asset Management CEO Kristi Mitchem Resigns
Effective Risk-Taking at This Intermediate-Term Bond Fund
The Bronze-rated Hartford Total Return Bond should reward patient investors who are comfortable with its risks.
Veteran Muni Manager Neil Langberg Will Retire From Capital Group on Jan. 1, 2019
Veteran Muni Manager Neil Langberg Will Retire From Capital Group on Jan. 1, 2019
Veteran Muni Manager Neil Langberg Will Retire From Capital Group on Jan. 1, 2019
Muni Bond Fortunes Could Improve
Rising rates, tax changes, and outflows have hurt the muni market this year, but signs point to a solid end to the year.
American Funds Limited Term Tax-Exempt Bond Is Under Review Because of a Pending Manager Change
McDonnell Investment Management Will Integrate Into Loomis Sayles in January 2019
A New Comanager for American Funds Tax-Exempt Fund of California
Calculated Bets Pay Off for This Muni Fund
Silver-rated MFS Municipal Income Fund is willing to bet on lower quality bonds, if the price is right.
Patience Needed for This Interest-Rate-Sensitive Bond Fund
Silver-rated Vanguard Long-Term Investment-Grade's significant interest-rate sensitivity means the fund can lag its peers as rates rise.
An Excellent Core Choice for Muni Investors
Despite some personnel changes, Fidelity Municipal Income earns a Gold rating.
Interest Rates, Tax Changes, and the Muni-Bond Market
Morningstar's Beth Foos discusses today's municipal-bond landscape and the rise of passive muni funds.
Waddell & Reed Advisors Municipal High Income Fund Merges Into Ivy Municipal High Income Fund
Tax Reform Shakes Up the Muni Market Landscape
The debate over tax changes sparked a record amount of muni market activity at the end of 2017 and the impact of the final bill will be felt for months ahead.
Decreased Supply Could Bode Well for Munis
Elements of the tax changes could dampen some demand, but overall the market isn't predicting disaster for municipal bonds.
3 Muni Bond Funds to Ease Interest-Rate Jitters
Our analysts think these holdings are resilient in the face of rising interest rates.
Straightforward Approach Pays Off for This Muni Fund
Gold-rated T. Rowe Summit Muni Intermediate focuses on in-depth, bottom-up research.
A Mixed Quarter for the Municipal Market
A few distressed credits struggled in the third quarter, but yield-hungry investors kept their appetite for medium- and lower-quality munis.
Indexing Comes to Muni-Ville
Passive investing in the municipal market is gaining steam.
Wells Fargo Names Fitterer as Co-Head of Global Fixed-Income Platform
A Silver-Rated Vanguard Fund for Long-Term Bond Investors
Vanguard Long-Term Investment-Grade Fund has performed well, but it is one of the most interest-rate-sensitive taxable bond funds.
Muni Market Rebound in First Half
High-yield munis have performed best this year, but tax and healthcare reform could impact the market going forward.
Ceasing Coverage of Franklin New York Tax-Free Income
A Change at the Top for Capital Group's Tax-Exempt Funds
Munis Keep Raking in Cash, Posting Respectable Gains
Despite concerns about Puerto Rico and higher rates, municipal-bond funds have continued their run in 2016.
Will a Manager Change Derail This Vanguard Bond Fund?
With a solid long-term record and low fees, Vanguard Long-Term Investment-Grade earns a Morningstar Analyst Rating of Silver.