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VBTLX versus NUVEEN managed Muni Funds

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Hello fellow Bogleheads,

I am working on converting our investments into a 3-fund portfolio consisting of VTSAX, VTIAX, and VBTLX. The bond part of the portfolio is currently at 56% with 12% in VBTLX in a tax-deferred account and 44% in NUVEEN managed muni bonds in a taxable account. The NUVEEN managed account currently holds 30 different muni bonds.

My goal is to bring the bond part down from 56% to 45%. The NUVEEN investment has historic reasons and I am struggling whether to keep this investment or completely converting to VBTLX.

I am interested in learning what advantages/disadvantages you see in keeping the NUVEEN muni bond investment.

We live in NH and don't pay any state tax.

Thank you for your guidance,

Dieter


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