Sentences with phrase «short duration bond fund»

A short duration bond fund may be a better option.

The $ 100 million Nationwide Enhanced Income Fund (NMEAX) and the $ 73 million Nationwide Short Duration Bond Fund (MCAPX) are both, simultaneously, merging into $ 300 million Nationwide Highmark Short Term Bond Fund (NWJSX).

Symbol: VMLUX Category: Municipal Bond Fund / Short Duration Bond Fund Style: Active LB Rating: ***** 5 Stars Last Updated: 12/18/12

Short duration bond funds can help you manage the impact of interest rate changes on your portfolio.

Each state - specific category includes long, intermediate, and short duration bond funds.

Each state - specific category includes long, intermediate, and short duration bond funds.

Not exact matches

Funds that own high - quality bonds with shorter durations, such as Fidelity Short - Term Bond, can help reduce your portfolio's sensitivity to rising rates.

Some of the best and most experienced investors in the world have a habit of routinely keeping 20 % of their net assets in cash and cash equivalents, often the only truly safe place for parking these funds being a United States Treasury bond of short - duration held directly with the U.S. Treasury.

The trio of ETFs, when they launch, will round out Franklin's bond ETF lineup, which already includes a variety of actively managed fixed - income funds covering short - duration U.S. government debt, municipal bonds and the investment - grade corporate debt.

Exchange traded funds (ETFs), such as the iShares Short Maturity Bond ETF (NEAR), the iShares MSCI USA Quality Factor ETF (QUAL), the iShares Core Dividend Growth ETF (DGRO), and the iShares MSCI Japan ETF (EWJ), can provide access to short duration bonds, high quality companies, and JShort Maturity Bond ETF (NEAR), the iShares MSCI USA Quality Factor ETF (QUAL), the iShares Core Dividend Growth ETF (DGRO), and the iShares MSCI Japan ETF (EWJ), can provide access to short duration bonds, high quality companies, and Jshort duration bonds, high quality companies, and Japan.

In bonds, the Market Climate continued to be characterized by unfavorable valuations and unfavorable market action, holding the Strategic Total Return Fund to a short 2 - year duration, mostly in Treasury inflation protected securities.

Both of these ETFs track a traditional bond index, and the funds also short Treasury futures to hedge duration risk.

I don't particular like Fidelity's short duration inflation linked bond fund either, costs are two high and tracking is awful, not to mention the corporate and short position pollution.

There certainly seems to be a gap in the market for short duration inflation linked government bond tracker funds.

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.

The WisdomTree Barclays Negative Duration U.S. Aggregate Bond Fund tracks a long / short net -5 duration bond index that's long US investment - grade issues and short Treasury Duration U.S. Aggregate Bond Fund tracks a long / short net -5 duration bond index that's long US investment - grade issues and short Treasury futuBond Fund tracks a long / short net -5 duration bond index that's long US investment - grade issues and short Treasury duration bond index that's long US investment - grade issues and short Treasury futubond index that's long US investment - grade issues and short Treasury futures.

So a longer - duration fund, or a longer - duration bond, will have more sensitivity to rates, a shorter - duration bond or bond fund will have less sensitivity to rates.

High - yield savings accounts, CDs, money markets funds, and short - duration bonds all have the potential to help you generate more income from your cash.

For an example of short - duration bond funds, here are the top results for short - term bond, and ultra-short bond category funds from Fidelity's mutual fund evaluator.

Vehicles to consider: A mix of highly liquid accounts, such as money market funds, and less - liquid options, such as CDs or short - duration high quality conservative bond funds

For example, if short - term rates were to rise 1 %, you would lose about 2 % on a short - term bond fund (assuming a 2 year duration), and your total return over 1 year would be about 0 % (2 % interest minus 2 % decrease in value).

Therefore, you'd want the average duration or maturities in your bond fund (s) to be shorter, not longer.

Some funds focus on bonds with longer durations and others focus on those with shorter terms.

Fairly conservative investors favor short - term bond funds because they're less sensitive to interest rates than portfolios with longer durations.

Although short - term bond funds can lose value if interest rates rise, they're less risky than long - term bond funds because of the short duration of their underlying bonds.

But these risks need to be kept in perspective: if you hold a bond fund with a duration shorter than your time horizon, your capital is not at risk.

If you want more protection against rising rates, you can go with a short - term bond fund — for example, Vanguard Short - Term Bond index fund has a duration of just over 2.7 years — or you could split your bond stake between a total bond market and a short - term bond index short - term bond fund — for example, Vanguard Short - Term Bond index fund has a duration of just over 2.7 years — or you could split your bond stake between a total bond market and a short - term bond index fbond fund — for example, Vanguard Short - Term Bond index fund has a duration of just over 2.7 years — or you could split your bond stake between a total bond market and a short - term bond index Short - Term Bond index fund has a duration of just over 2.7 years — or you could split your bond stake between a total bond market and a short - term bond index fBond index fund has a duration of just over 2.7 years — or you could split your bond stake between a total bond market and a short - term bond index fbond stake between a total bond market and a short - term bond index fbond market and a short - term bond index short - term bond index fbond index fund.

This All - Weather, short duration Fund provides sweeping exposure to fixed - income markets, offering investors a core holding that may complement traditional bond market investments.

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

Exchange traded funds (ETFs), such as the iShares Floating Rate Bond ETF (FLOT) and the iShares Short Maturity Bond ETF (NEAR), can help you shorten your duration.

These included: Victory INCORE Fund for Income (VFFIX), Nuveen Limited term Municipal Bond (FLTRX), First Trust Short Duration High Income Fund (FDHIX), Guggenheim Floating Rate Strategies (GIFIX), and Eaton Vance High Income Opportunities Fund (EIHIX).

For example, in our iShares Conservative Strategic Fixed Income ETF (XSE), we recently made a short - term tactical trade, trimming short duration exposure by half, though the fund remains modestly underweight duration versus the FTSE TMX Canada Universe Bond Index.

Honorable Mentions: The model finds Guggenheim Total Return Bond Fund (GIBIX) is a good substitute for DBLTX and Shenkman Short Duration High Income Fund (SCFIX) is a serviceable substitute for MPHZX.

I think the takeaway is that you should buy bonds with a short enough duration that you will hold them to maturity, whether you buy them individually or in a fund.

I've learnt recently (thanks to Investing Intelligently and Efficient Market Canada) that bond investors should keep fund duration as short as possible because longer - term bonds offer little extra return for taking a higher interest - rate risk.

The iShares CDN Short Bond Index Fund (Ticker Symbol XSB) tracks the performance of an index of short - term bonds (1 - 5 years) and sports a MER of 0.25 % and duration of 2.56 yShort Bond Index Fund (Ticker Symbol XSB) tracks the performance of an index of short - term bonds (1 - 5 years) and sports a MER of 0.25 % and duration of 2.56 yshort - term bonds (1 - 5 years) and sports a MER of 0.25 % and duration of 2.56 years.

The difference between the allocations has only been 4 % since mid-December of 2014 when one employs index fund proxies like Vanguard Total Stock Market (VTI), iShares Corporate Bond (LQD) and Guggenheim Enhanced Short Duration (GSY).

While the short duration of short - term bond funds may provide some protection against rising rates, IGHG and HYHG go beyond short - term bond funds by targeting a duration of zero.

While the above three funds no longer have any tax advantages, the iShares Advantaged High Yield Bond (CHB) and iShares Advantaged Short Duration High Income (CSD) have both retained their names and — at least temporarily, it seems — some of tax benefits.

Hedge funds bought long duration assets, stocks and longer bonds, when their capital bases could be withdrawn at much shorter intervals.

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.

On January 30, 2015, Wilmington Short Duration Government Bond Fund (ASTTX) will be merged into the Wilmington Short - Term Corporate Bond Fund (MVSAX).

Kohlhepp said that with interest rates rising, investors should favor bond funds with shorter durations, which means their prices, or NAVs, are less sensitive to changes in interest rates.

For example, the short duration U.S. Treasury bond fund is nearly four years old and has yet to gain anywhere close to enough assets to remain viable in the long - term.

A good bond manager has already decreased the portfolio duration (selling long term bonds to buy more short term bonds) to make sure that the bond fund doesn't drop drastically.

So by limiting yourself to bond funds with short durations or by splitting your bond stake between funds with short durations (say, two to three years) and ones with intermediate durations (say, five to seven years), you can mitigate the damage somewhat should rates rise.

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.

For equity funds, a stylebox's rows and columns indicate market capitalization (small, mid, large) and investment style (value, blend, growth); for bond funds, its rows and columns indicate credit quality and / or duration (short, medium, long).

Learn how short - duration bonds can add value to an asset allocation strategy, and discover the top five short - term bond funds for 2016.