Sentences with phrase «low duration bond fund»

Not exact matches

In order to understand the impact of longer duration and low yields, let's use a real - life example of one of the largest bond funds today and look back at its history.

DoubleLine Funds for a Rising Rate Environment — Total Return Bond & Low Duration Emerging Markets Fixed Income Funds

The fidelity global inflation linked bond fund Y has a duration of 5.5 years which seems to be the lowest of the funds freely available.

The iShares Barclays 10 - 20 Year Treasury Bond Fund (NYSEArca: TLH) slipped to its lowest price since March 2012, while its longer - duration counterpart, the $ 3 billion iShares Barclays 20 + Year Treasury Bond Fund (NYSEArca: TLT) has erased two years of gains to return to levels not seen since August 2011.

These flows were directed mainly into lower risk exposures such as shorter duration bond ETFs and cash equivalent funds.

As there are issues with both money market funds and ultra-short term bond funds, we recommend that you chose a short - term or low - duration bond fund for this purpose.

Since interest rates are at historical lows, we do not recommend investing in long duration bond funds at this time.

These flows were directed mainly into lower risk exposures such as shorter duration bond ETFs and cash equivalent funds.

With a current duration of 4.85 (Morningstar category average: Investment Grade Bonds, 6/18/2015), the typical bond fund is very susceptible to capital losses should interest rates rise from their current low of 2.35 % to the historical average over the last 30 years of 5.44 %.

Okay, it comes from one simple insight muni investors want low volatility, which means short duration bonds, while most municipalities want to lock in long term funding.

Limited Duration Bond Fund seeks to deliver a high level of current income consistent with low volatility of principal.

With the low duration of its bond holdings, the fund is clearly trying to protect its investors against rising interest rates.

We group funds by duration, separating short - term funds from intermediate - and long - term funds, to make it easy for investors to find bond funds that have a lower duration — and thus lower interest rate risk.

Debit - 1) Franklin India Ultra Short Bond Fund - Super Institutional Plan - as liquid fund 5 % 2) Franklin Low duration Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund Fund - Super Institutional Plan - as liquid fund 5 % 2) Franklin Low duration Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund fund 5 % 2) Franklin Low duration Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund fund 10 %

Franklin Low duration Fund - Short term Franklin India Ultra Short Bond Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic Fund - Short term Franklin India Ultra Short Bond Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic fundfund

The Fund's investments in shorter duration high - yield bonds and floating - rate loans may help provide investor portfolios» a level of protection in a rising - rate environment, as investments in the Fund's universe have typically performed with low correlation to traditional bond markets.

This poses downside risk for bond prices, so the Fund has been positioned in very low duration and short maturity bonds to mitigate downside risk when interest rates rise.

(Kotak Bond Short Term (Apr. 14,» 08), Kotak Flexi Debt (Jul. 11,» 07), Kotak Floater Short Term (Nov. 25,» 07), Kotak Liquid (Jul. 11,» 12), Kotak Kotak Banking and PSU Debt Fund (Apr. 14,» 08), Kotak Treasury Advantage Fund (Formerly Known as Kotak Floater Long Term Scheme)(Jul. 11,» 07), Kotak Income Opportunities Fund (May 11,» 10), Kotak Medium Term Fund (Mar. 21,» 14), Kotak Low Duration Fund (Jan. 31,» 15), Kotak Corporate Bond Fund (Jan. 31,» 15), All Fixed Maturity Plans in existence (Aug. 13,» 15), Business Experience Mr. Deepak's career has started from Kotak AMC when he joined the organization in December 2002 where he was initially in Research, Dealing and then moved into Fund Management from November 2006.

Payden Global Low Duration (PYGSX): the short - term global bond fund made a modest 0.29 % in 2015 while its peers lost about 4.6 %.

Buffer funds are typically low - yielding assets of high quality and short duration — short maturity bonds, CDs, savings and bank deposits, etc..

This poses downside risk for bond prices, so the Fund has been positioned in very low duration and short maturity bonds to mitigate downside risk should interest rates rise.

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.

In addition to default risk and bond duration, lower bond mutual fund fees have been shown to have a significant impact on expected bond yields.

In fixed income, Jason explained that he's putting money into «bond funds that have a broader spectrum of fixed income that they can invest in, offer a little bit higher yield, and a little lower duration so they give you a little more protection in case interest rates were to rise.»

Actively managed by Marret Asset Management Inc., the First Asset Enhanced Short Duration Bond ETF (the «Fund») aims to provide positive absolute returns over any twelve month period with very low volatility and attractive monthly distributions, regardless of the interest rate or credit environment.

Franklin Low duration Fund - Short term Franklin India Ultra Short Bond Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic Fund - Short term Franklin India Ultra Short Bond Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic fundfund

Debit - 1) Franklin India Ultra Short Bond Fund - Super Institutional Plan - as liquid fund 5 % 2) Franklin Low duration Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund Fund - Super Institutional Plan - as liquid fund 5 % 2) Franklin Low duration Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund fund 5 % 2) Franklin Low duration Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund fund 10 %