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Conference nyoss1::market_investing

Title:Market Investing
Moderator:2155::michaud
Created:Thu Jan 23 1992
Last Modified:Thu Jun 05 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:1060
Total number of notes:10477

455.0. "question on Municiple Bond Fund" by ISLNDS::CONROY () Tue Apr 20 1993 15:25

    
    
    Openheimer is coming out with a closed end municipal bond fund that has
    60% AA and AAA rated muni's. Suspect open at 15 and hold around 16.
    Interest is paid monthly and looks sike 5 3/4 to 6% return.
    
    What are the advantages and disadvantages in terms of closed end versus
    open end??
    
    What are the  advantages and pitfalls?
    
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455.1closed end fundsLEVERS::RAUHALATue Apr 20 1993 19:4327
	Closed ends funds you have to buy through a broker so there
	will be a commission when you buy/sell.  If it's an IPO
	(Initial Public Offering) you can buy it without a commission
	if you can find the brokerage house which is offering it.
	But you'll still pay commission when you sell.

	The main thing I don't like about them is the interest is
	not reinvested.  With open-ended mutual funds you can
	re-invest the interest in additional shares.

	My personal feeling is you can do the same buy just buying
	a tax-free open-ended mutual fund.  Also, unless you know
	what your getting into, I would stay away from long term
	(20+ years) bonds right now.  You can get almost as much
	interest with less risk with intermediate tax-free bonds
	(10 years or less).  I don't think it's worth the extra
	risk right now of going long.  With an intermediate term
	muni you get about 0.5% less interest but with much less
	risk.  These 10 year bonds seem to be a good trade off
	between long term and short term right now.

	Also note that there is huge amounts of long term municipal
	bonds being issued now, so even though there is demand for them,
	the supply is also high which may not push rates much lower....
	I'm staying with the 10 year bonds myself...  (I'm assuming
	with a 6% return and lots of AA and AAA this Oppenheimer
	fund is buying long term muni's)