Sentences with phrase «u.s. government bond funds»

U.S. government bond funds are overvalued and I don't have an interest in investment - grade corporate bond funds either.

The potential leverage created by use of derivatives may cause the Portfolio to be more sensitive to interest rate movements and thus more volatile than other long - term U.S. government bond funds that do not use derivatives.

Flows into EPFR - tracked U.S. Government Bond Funds this year have tilted to those with short - term (zero to four - year) mandates, although the rotation so far has come at the expense of funds with intermediate - term mandates.

This is a 100 % long - term U.S. government bond fund, and in effect the longest - term Treasury bond fund, which makes it the most sensitive to interest rates.

Not exact matches

The U.S. Government Securities Ultra-Short Bond Fund seeks to provide current income and preserve capital.

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.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

Certain types of bond funds, such as broad market bond funds, are also diversified across bond sectors, providing exposure to corporate, U.S. government, government agency and mortgage - backed bonds.

Government bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed sGovernment bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed sgovernment and government - sponsored enterprises, as well as mortgage and other asset - backed sgovernment - sponsored enterprises, as well as mortgage and other asset - backed securities.

The Fund may also invest up to 30 % of assets in alternatives to the U.S. fixed income market, including foreign government bonds, utility stocks, and precious metals shares.

a municipal bond that is secured by an escrow fund; the escrow fund comes from the issuer floating a second bond issue and using the proceeds from that second bond issue to purchase government obligations, typically U.S. Treasuries, proceeds from the second bond issue create an escrow fund to mature at the first call date of the first bond issue to pre-refund that issue; bond issuers will typically do this during times of lower interest rates to lower their interest costs

estimate of annual income from a specific security position over the next rolling 12 months; calculated for U.S. government, corporate, and municipal bonds, and CDs by multiplying the coupon rate by the face value of the security; calculated for common stocks (including ADRs and REITs) and mutual funds using an Indicated Annual Dividend (IAD); calculated for fixed rate bonds (including treasury, agency, GSE, corporate, and municipal bonds), CDs, common stocks, ADRs, REITs, and mutual funds when available; not calculated for preferred stocks, ETFs, ETNs, UITs, international stocks, closed - end funds, and certain types of bonds

Both funds spread your investments out among corporate bonds and U.S. government bonds with various maturities.

For example, right now bond index funds that closely mirror the Barclays U.S. Aggregate index are loaded with Treasury and government agency bonds.

The fund held $ 75 billion in U.S. Treasuries at the end of the first quarter, $ 22 billion in Japanese government bonds and $ 14 billion in Germany's debt.

Bonds issued by the U.S. Treasury make up 38 % of the fund and another 30 % of the fund is invested in bonds like Fannie Mae with the banking of the governBonds issued by the U.S. Treasury make up 38 % of the fund and another 30 % of the fund is invested in bonds like Fannie Mae with the banking of the governbonds like Fannie Mae with the banking of the government.

Income potential is generally higher than that paid by U.S. government bonds of similar duration and varies depending on the fund's duration and the quality of its bonds.

Is this finding useful for specifying a simple strategy using exchange - traded fund (ETF) proxies for the U.S. stock market and U.S. government bonds?

The fund normally invests at least 80 % of its assets in U.S. government securities with maturities of 397 days or less, which consist of U.S. Treasury bills, notes, and bonds; repurchase agreements collateralized by such obligations; and other obligations of the U.S. Treasury.

While most core bond funds invest exclusively in U.S. fixed income, the Fund uses a core allocation to global government bonds that the portfolio managers believe are high - quality based on their proprietary research.

The fund takes a value investment approach when selecting equity securities in its equity coverage and investing mostly U.S. government bonds and investment - grade cooperate bonds for its fixed income portion.

The Fund primarily invests in U.S. government agency mortgage - backed securities as well as U.S. government - issued Treasury bills and bonds.

One caveat: Because bond index funds own so much U.S. government debt, where there is little risk of default, these funds should hold up well in financial meltdowns.

This offering provides broad exposure to a high - quality portfolio of U.S. Government and U.S. Government Agency bonds, seeking to provide Fund shareholders with high current return.

The Fund principally invests in U.S. government agency mortgage - backed securities as well as U.S. government - issued Treasury bills and bonds.

Even Vanguard founder Jack Bogle, who practically invented index funds, says 70 % in U.S. government bonds is too much.

The only investors who didn't get hit in 2008 were those lucky few who happened to be invested in U.S. government bonds or cash — and a few hedge fund managers.

Pursuing income with an all - weather bond portfolioDiverse opportunities: The fund invests across all sectors of the U.S. bond market, including mortgage - backed, corporate, and government bonds.A flexible strategy: The portfolio managers pursue an attractive level of income, adjusting the portfolio to favor attractive sectors as interest rates and market conditions change.Leading research: The managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a competitive portfolio.

Michael F. Garrett, Senior Managing Director and Fixed - Income Portfolio Manager, is a portfolio manager for the Hartford U.S. Government Securities HLS Fund, the Hartford Quality Bond Fund, and the Hartford Quality Bond ETF.

Government bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed sGovernment bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed sgovernment and government - sponsored enterprises, as well as mortgage and other asset - backed sgovernment - sponsored enterprises, as well as mortgage and other asset - backed securities.

a municipal bond that is secured by an escrow fund; the escrow fund comes from the issuer floating a second bond issue and using the proceeds from that second bond issue to purchase government obligations, typically U.S. Treasuries, proceeds from the second bond issue create an escrow fund to mature at the first call date of the first bond issue to pre-refund that issue; bond issuers will typically do this during times of lower interest rates to lower their interest costs

Income potential is generally higher than that paid by U.S. government bonds of similar duration and varies depending on the fund's duration and the quality of its bonds.

On August 1, 2013 Oppenheimer U.S. Government Trust (OUSGX) will change its name to Oppenheimer Limited - Term Bond Fund.

Through its investment in Vanguard Total International Bond Index Fund, the Portfolio also indirectly invests in government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

The Fund pursues its investment objective by investing primarily in fixed income securities, such as U.S. Treasury bonds, notes and bills, Treasury inflation - protected securities, U.S. Treasury Strips, U.S. Government agency securities (primarily mortgage - backed securities), and investment grade corporate debt rated BBB or higher by Standard & Poor's Global Ratings or Baa or higher by Moody's Investors Service, Inc., or having an equivalent rating from another independent rating organization.

HSTRX Strategic Total Return Fund The Fund invests primarily in U.S. Treasury and government agency securities with the objective of long - term total return, and has the ability to take a limited exposure in foreign government bonds, utility stocks, and precious metals shares.

These funds might hold some U.S. bonds in their portfolios, but they focus primarily on foreign government debt, such as bonds issued by European and Asian countries.

Summary: This fund is an actively managed bond fund that includes investments in U.S. Treasury and U.S. Government Agency obligations, as well as, corporate debt instruments.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBBond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBbond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

The exchange traded fund (ETF) invests in U.S. government bonds as well as investment - grade corporate and international dollar - denominated bonds.

Vanguard's fund invests about 30 percent in corporate bonds and 70 percent in U.S. government bonds of all maturities.

Mr. Bohlin manages the Thornburg Limited Term Income Fund and the Limited Term U.S. Government Fund; Mr. Strickland is manager of the Thornburg Municipal Bond Portfolio.

To reduce your risk, consider U.S. treasuries (which are generally considered perfectly safe), municipal bonds (state and local government bonds considered very safe), or a diversified mutual fund made up of many bonds.

«The fund invests approximately 60 % to 65 % of its assets in investment - grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage - backed securities.»

Putnam Income Fund Investment Option invests in Putnam Income Fund, which invests mainly in securitized debt instruments (such as mortgage - backed investments) and other obligations of companies and governments worldwide denominated in U.S. dollars, are either investment - grade or below investment - grade (sometimes referred to as «junk bonds») and have intermediate to long maturities (three years or longer).

To maintain maximum flexibility, the securities in which the Income Fund may invest include corporate debt securities of issuers in the U.S. and foreign countries, bank debt (including bank loans and participations), government and agency debt securities of the U.S. and foreign countries, convertible bonds and other convertible securities and equity securities, including preferred and common stock and interests in REITs.

The strategy is comprised of a 20 % allocation each to the Franklin Rising Dividends Fund, Franklin Adjustable U.S. Government Securities Fund, Franklin Income Fund, Franklin Mutual Global Discovery Fund and the Templeton Global Bond Fund.

Through its ownership of Vanguard ® Total International Bond Index Fund, the Portfolio indirectly owns government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

Let's say you put 50 % of your money in Vanguard Group's Total World Stock Index Fund — which replicates the global stock market — and the other 50 % in high - quality U.S. corporate and government bonds.

Wasatch - Hoisington U.S. Treasury fund topped the average long - term government bond fund by 9.4 percentage points last year, but underperformed its category average in 2007, 2009 and 2010.