Sentences with phrase «yield bond fund performance»

Not exact matches

Split the sum amongst Treasurys, municipal bonds (which are similar to Treasurys in performance and yield), stocks, and mutual funds.

Now that bond yields are down closer to 4 %, it makes a lot less sense, and has a greater impact on your mutual fund's performance.

The fund seeks provide investment that correspond to the price and yield performance of an index tracks the U.S. high yield corporate bond market.

«Many of the investors joining the dividend stampede appear to be motivated by the low interest rates mandated by the Federal Reserve, which have led to a yield famine among traditional income investments like bonds, certificates of deposit and money - market funds,» Zweig writes, adding that others may be chasing performance, since high - yield stocks fared well last year.

Their main performance metric is 7 - factor hedge fund alpha, which corrects for seven risks proxied by: (1) S&P 500 Index excess return; (2) difference between Russell 2000 Index and S&P 500 Index returns; (3) 10 - year U.S. Treasury note (T - note) yield, adjusted for duration, minus 3 - month U.S. Treasury bill yield; (4) change in spread between Moody's BAA bond and T - note, adjusted for duration; and, (5 - 7) excess returns on straddle options portfolios for currencies, commodities and bonds constructed to replicate trend - following strategies in these asset classes.

It may not be appropriate, therefore, to compare the performance of a high - yield (or «junk») bond fund with these averages.

It may not be appropriate to compare the performance of a high - yield (or «junk») bond fund with this average.

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Short Term National AMT - Free Municipal Bond index.

John Miller, fund manager and co-head of fixed income at Nuveen, says that the funds» performance is driven not so much by duration or yield - curve positioning, but more by yield, credit selection and bonds that have the opportunity for credit spreads to narrow over time.

Filed Under: Investing Tagged With: Bond, Bond Fund, Bond Funds Performance, Bond Portfolio, Yield To Maturity Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Seeking a high level of income for investorsIncome - focused: The portfolio managers strive for a higher level of income than most bonds offer by investing in higher - yielding, lower rated corporate bonds.Focus on performance: The managers can invest across a range of industries and companies, and can adjust the fund's holdings to capitalize on market opportunities.Leading research: The fund's managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a diversified portfolio.

Nationwide Global Sustainable Equity Fund and Nationwide High Yield Bond Fund Class A performance prior to inception (11/19/12) is based on performance of Class A shares of each Fund's predecessor fFund and Nationwide High Yield Bond Fund Class A performance prior to inception (11/19/12) is based on performance of Class A shares of each Fund's predecessor fFund Class A performance prior to inception (11/19/12) is based on performance of Class A shares of each Fund's predecessor fFund's predecessor fundfund.