U.S. municipals

FEB 14, 2010
By  mlanche

U.S. municipals

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Product Name Quarterly return 1-year return 3-year return 5-year return 5-year std dev 5 Yr Sharpe Product Assets ($M) Manager Location
Sage Advisory Services - Short Term Municipal Fixed Income 0.69 4.92 5.13 3.94 1.79 0.51 120 Jeffery S. Timlin Austin, Texas
Appleton Partners - Short Term Municipal Bond 0.60 4.96 4.76 3.68 1.67 0.40 390 Team Boston
Eaton Vance - Short-Term Municipals 0.25 6.54 5.55 4.09 2.85 0.37 381 Team Boston
Neuberger Berman - Tax-Exempt Limited Maturity 0.12 5.01 5.04 3.94 2.29 0.40 1,489 Team New York
Stonebridge Capital Advisors - Tax Exempt Fixed Income 0.04 15.97 2.68 4.15 6.01 0.19 573 Team St. Paul, Minn.
Nuveen Asset Management - Limited-Maturity Municipal Bond 0.02 6.33 4.91 3.84 2.51 0.33 1,990 Team Chicago
Sage Advisory Services - Intermediate Municipal Fixed Income -0.25 5.31 5.13 4.17 2.50 0.46 718 Jeffery S. Timlin Austin, Texas
Capstone Asset Management Co. - Municipal Fixed Income -0.27 7.23 4.96 3.91 2.71 0.33 131 Team Houston
Abner Herrman & Brock Asset Management - Municipal Bond -0.46 7.54 5.39 4.44 3.06 0.46 194 Team Jersey City, N.J.
Eaton Vance - Intermediate Municipal -0.49 7.25 5.44 4.25 3.51 0.35 1,291 Team Boston
Barclays Municipal Bond -0.96 12.91 4.41 4.32 4.36 0.30      

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