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Top Reasons To Consider Municipal Bonds
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Columbia Threadneedle Fixed Income Monitor: June 2025
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As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
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How Active Muni Investors Stay Ahead Of The Curve
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The Moodyâs downgrade of the US rating to Aa1 from Aaa had a ripple effect through the bond markets, in the form of downgraded credits.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| MUB | 94.17% | $38.56B | 0.05% | |
| TFI | 93.95% | $3.21B | 0.23% | |
| VTEB | 93.71% | $37.62B | 0.03% | |
| FMB | 92.64% | $1.90B | 0.65% | |
| SCMB | 91.49% | $2.04B | 0.03% | |
| CMF | 89.47% | $3.58B | 0.08% | |
| TAXF | 89.27% | $488.67M | 0.29% | |
| NYF | 89.17% | $890.74M | 0.25% | |
| CGMU | 89.02% | $3.36B | 0.27% | |
| ITM | 88.95% | $1.87B | 0.18% | |
| MUNI | 88.61% | $2.01B | 0.35% | |
| PZA | 88.54% | $2.84B | 0.28% | |
| MMIN | 87.97% | $335.49M | 0.3% | |
| HTAB | 87.46% | $410.53M | 0.39% | |
| MLN | 87.02% | $540.39M | 0.24% | |
| MMIT | 85.61% | $1.03B | 0.3% | |
| FMHI | 85.28% | $753.22M | 0.7% | |
| MINO | 85.14% | $319.43M | 0.39% | |
| SHM | 82.82% | $3.41B | 0.2% | |
| IBMS | 82.48% | $88.27M | 0.18% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| DRLL | -0.02% | $264.20M | 0.41% | |
| WTAI | 0.05% | $209.29M | 0.45% | |
| FENY | 0.07% | $1.27B | 0.084% | |
| QFLR | -0.07% | $298.78M | 0.89% | |
| FFTY | -0.08% | $79.79M | 0.8% | |
| SOXQ | -0.11% | $488.04M | 0.19% | |
| XLE | -0.12% | $26.99B | 0.09% | |
| PPA | -0.13% | $5.68B | 0.57% | |
| ARTY | -0.14% | $1.08B | 0.47% | |
| PIN | 0.19% | $237.54M | 0.78% | |
| SMIN | -0.20% | $933.46M | 0.75% | |
| COMT | 0.23% | $607.04M | 0.48% | |
| GSG | -0.25% | $963.89M | 0.75% | |
| ARKW | 0.28% | $2.07B | 0.82% | |
| FTXL | 0.35% | $273.79M | 0.6% | |
| RDVI | 0.36% | $2.03B | 0.75% | |
| KRBN | 0.37% | $162.64M | 0.85% | |
| SPMO | 0.39% | $9.48B | 0.13% | |
| QQQY | -0.41% | $165.28M | 1% | |
| ITA | -0.43% | $8.25B | 0.4% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| USDU | -23.28% | $163.19M | 0.5% | |
| UUP | -20.54% | $209.45M | 0.77% | |
| THTA | -14.19% | $35.67M | 0.61% | |
| ICLO | -12.79% | $316.56M | 0.19% | |
| FLJH | -11.53% | $87.10M | 0.09% | |
| DXJ | -10.33% | $3.51B | 0.48% | |
| DBJP | -10.13% | $378.96M | 0.45% | |
| DBMF | -8.72% | $1.17B | 0.85% | |
| HEWJ | -8.37% | $370.86M | 0.5% | |
| KBWB | -7.46% | $4.62B | 0.35% | |
| XME | -6.50% | $1.86B | 0.35% | |
| IAT | -5.78% | $632.05M | 0.4% | |
| PSCE | -5.72% | $58.83M | 0.29% | |
| CLSE | -5.47% | $189.59M | 1.44% | |
| YBTC | -5.42% | $224.73M | 0.96% | |
| PXJ | -5.24% | $25.32M | 0.66% | |
| CRPT | -5.14% | $135.73M | 0.85% | |
| VIXY | -5.03% | $165.58M | 0.85% | |
| LONZ | -4.65% | $739.07M | 0.63% | |
| KRE | -4.54% | $3.39B | 0.35% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| SAFE | 47.61% | $1.14B | -14.28% | 4.50% |
| PSA | 46.49% | $52.29B | +4.45% | 4.03% |
| AMT | 45.40% | $105.08B | +16.75% | 2.96% |
| EXR | 43.69% | $31.94B | -2.09% | 4.29% |
| CUBE | 43.23% | $9.71B | -3.14% | 6.04% |
| MFA | 42.61% | $978.28M | -10.09% | 14.86% |
| SBAC | 42.23% | $25.65B | +26.32% | 1.76% |
| ELS | 41.93% | $11.82B | -3.35% | 3.20% |
| PFSI | 41.34% | $5.24B | +9.17% | 1.18% |
| FCPT | 40.75% | $2.73B | +10.18% | 5.22% |
| NNN | 40.31% | $8.19B | +2.93% | 5.33% |
| TU | 39.17% | $24.83B | +9.19% | 7.12% |
| CCI | 39.01% | $45.17B | +8.85% | 5.55% |
| GTY | 38.73% | $1.55B | +5.38% | 6.63% |
| FAF | 38.57% | $6.44B | +16.70% | 3.46% |
| RKT | 38.02% | $2.19B | +14.88% | 0.00% |
| HR | 37.58% | $5.56B | -3.66% | 7.84% |
| NLY | 37.32% | $11.52B | +0.47% | 14.17% |
| UMH | 37.01% | $1.43B | +5.21% | 5.10% |
| ARR | 36.55% | $1.37B | -13.88% | 17.20% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| MUSA | <0.01% | $8.23B | -9.39% | 0.46% |
| CREG | -<0.01% | $5.66M | -79.19% | 0.00% |
| SNA | 0.01% | $16.62B | +23.65% | 2.59% |
| TFII | 0.01% | $7.73B | -36.49% | 1.89% |
| GLOB | 0.01% | $4.08B | -47.57% | 0.00% |
| EZPW | -0.02% | $757.54M | +33.30% | 0.00% |
| CRC | 0.02% | $4.11B | -12.34% | 3.35% |
| AMG | 0.03% | $5.65B | +25.76% | 0.02% |
| LPRO | -0.03% | $237.18M | -64.32% | 0.00% |
| SITM | 0.03% | $5.25B | +60.75% | 0.00% |
| QBTS | -0.03% | $4.63B | +1,235.14% | 0.00% |
| LITE | -0.04% | $6.35B | +69.61% | 0.00% |
| SSL | 0.04% | $2.90B | -38.34% | 0.00% |
| TRUG | -0.04% | $6.22M | -88.82% | 0.00% |
| GYRE | 0.06% | $673.81M | -38.24% | 0.00% |
| IE | 0.07% | $1.20B | -6.14% | 0.00% |
| GTM | -0.07% | $3.32B | -17.71% | 0.00% |
| ZM | 0.09% | $23.47B | +32.96% | 0.00% |
| RELY | -0.09% | $3.76B | +48.27% | 0.00% |
| HP | -0.09% | $1.58B | -55.17% | 6.23% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DFDV | -34.51% | $309.70M | +2,106.40% | 0.00% |
| AGL | -23.66% | $985.21M | -59.52% | 0.00% |
| JPM | -23.11% | $807.08B | +39.07% | 1.73% |
| MVO | -22.21% | $66.70M | -38.30% | 21.83% |
| HUM | -19.67% | $30.48B | -32.61% | 1.45% |
| NAT | -19.51% | $552.67M | -34.42% | 10.99% |
| SANM | -19.04% | $5.27B | +50.05% | 0.00% |
| CVS | -18.36% | $88.02B | +20.97% | 3.92% |
| FCNCA | -18.04% | $27.15B | +18.23% | 0.37% |
| RYTM | -17.65% | $4.16B | +54.56% | 0.00% |
| BTU | -17.11% | $1.60B | -43.87% | 2.15% |
| LPLA | -16.98% | $29.83B | +32.29% | 0.32% |
| KOS | -15.85% | $898.66M | -66.25% | 0.00% |
| STTK | -15.04% | $39.07M | -77.59% | 0.00% |
| CNR | -15.04% | $3.44B | -36.77% | 1.02% |
| ARLP | -14.92% | $3.32B | +2.62% | 10.80% |
| PRK | -14.46% | $2.81B | +21.23% | 2.48% |
| LPG | -14.35% | $1.05B | -34.60% | 0.00% |
| AMR | -13.96% | $1.37B | -67.82% | 0.00% |
| GEO | -13.70% | $3.46B | +60.17% | 0.00% |
JMUB - Traded Fund Trust JPMorgan Municipal ETF contains 876 holdings. The top holdings include 3BZLXQ1
Name | Weight |
|---|---|
| - | 10.89% |
| - | 1.00% |
| - | 0.63% |
3 3BZLXQ1NT MAIN STR NAT VAR 05/55 | 0.56% |
| - | 0.54% |
| - | 0.52% |
| - | 0.51% |
| - | 0.49% |
| - | 0.49% |
| - | 0.47% |
| - | 0.45% |
| - | 0.42% |
| - | 0.41% |
| - | 0.40% |
| - | 0.40% |
| - | 0.36% |
| - | 0.34% |
| - | 0.33% |
| - | 0.33% |
| - | 0.33% |
| - | 0.33% |
| - | 0.31% |
3 3BRMTW0NT PUERTO RICO 5% 07/58 | 0.31% |
| - | 0.31% |
| - | 0.30% |
| - | 0.30% |
| - | 0.30% |
| - | 0.29% |
3 3BZQNG1NT TEXAS MUN GAS VAR 01/55 | 0.28% |
| - | 0.27% |
Sector | Weight |
|---|---|
