Sentences with phrase «bond fund investors lost»

This means bond fund investors lost about $ 1.4 billion in 2008 in the chase for outperformance.

Not exact matches

Investors have been pouring money into bond funds this year while losing interest in bank products.

«Despite a fine 2010 showing and first - half 2011 gains that edged out the intermediate - bond category average, some investors and pundits have talked as if this fund has lost its edge,» Morningstar's Eric Jacobson writes in an analyst profile of the fund.

In the end, the insiders sold out at the top of the market, leaving pension - fund investors with stocks whose prices were falling and bonds that were losing their prospects of being paid off.

It has been a long time since investors faced a sustained period of rising rates, so it may come as a shock to be reminded that your bond funds can lose money.

Bond funds have many of the same risks as individual bonds — you can lose money from interest rate changes, early redemptions, and defaults — but the risk is spread out among many different bonds and investors which is a key advantage of mutual funds.

Many investors lost money on their bond funds, but in general, you should expect positive returns.

These funds change the allocation over time, becoming more conservative (i.e. less equity, more bonds) to reduce the risk of an investor losing a large percentage of their net worth just before needing to start withdrawing money from the fund.

When rates rise, investors in a rolling fund will necessarily lose money as bonds are sold at a price below the investors» initial investment.

While rising rates drives down all bonds (and bond funds), investors who use target maturity funds will have nothing to lose as each security is held to maturity.

It has been a long time since investors faced a sustained period of rising rates, so it may come as a shock to be reminded that your bond funds can lose money.

• Investors seem to have lost their taste for world - bond and inflation - protected bond funds.

I'll bet many investors thought that interest rates only move in one direction, now they are beginning to realize that at low rates bond duration increases and when rates rise you actually lose money in your fund.

Likewise, Dodge & Cox is a stock - heavy manager, and their largest funds made a big losing bet on financial stocks last year, which, combined with a relative lack of bond assets to buffer them, didn't serve the firm (or their funds» investors) very well.