Sentences with phrase «yield bond funds as»

Overall Morningstar ™ rating out of 583 High Yield Bond funds as of 4/30/18 (derived from a weighted average of the fund's three -, five -, and ten - year risk adjusted return measure).

Not exact matches

In January, Miller said a rise in the 10 - year Treasury yield above 3 percent «will propel stocks significantly higher, as money exits bond funds for only the second year in the past 10.»

The Fed's low interest rate policy has driven more and more money into bond funds as investors search for higher yields.

The higher bond yields go, the more pension funds will buy as they look to lock in long - term income streams to meet their liabilities.

Exchange - traded funds that track high - yield bond indexes have been the beneficiaries of a cash surge in recent weeks as market participants figure the central bank probably won't raise rates in 2015, and it could be well into 2016 before anything happens.

NEW YORK, Nov 28 - The Federal Reserve faces the challenge of standing by as financial markets «correct» as the central bank trims its asset holdings, U.S. hedge fund manager David Tepper said on Tuesday, adding he was surprised the bond - yield curve was so flat.

In this regard, our surveillance has been closely monitoring for any signs of liquidity strains associated with the recent increases in spreads for high - yield corporate bonds, as well as for idiosyncratic events affecting particular funds in this segment, such as the events surrounding the abrupt closing of Third Avenue Management's Focused Credit Fund last December.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

The two largest funds in the segment — the $ 15 billion iShares iBoxx $ High Yield Corporate Bond ETF (HYG) and the $ 9 billion SPDR Bloomberg Barclays High Yield Bond ETF (JNK)-- have faced sizable asset outflows as investors fret over high valuations and rising interest rates.

Each fund has a stated objective, generally focusing on a particular sector, such as corporate or Treasury bonds, or broad category, such as investment grade or high yield.

High - yield bond funds have seen mass outflows in recent weeks as investors begin to take the threat of higher interest rates and a winding down of monetary stimulus more seriously.

While she expected that bond yields might not fall too much near term as managers would need to allocate some funds to cash bonds, swaps and futures would likely remain under pressure.

Other bond funds focus on a narrower mix of bonds, such as a short - term Treasury fund or a corporate high yield fund.

Other bond funds focus on a narrower slice of the bond market, such as a short - term Treasury fund or a corporate high - yield fund.

2016.04.05 RBC Global Asset Management Inc. closes PH&N High Yield Bond Fund to New Investors RBC Global Asset Management Inc. today announced that as of April 7, 2016, PH&N High Yield Bond Fund («the Fund») will be closed to new investors...

As the fed funds rate goes up, so, too, will the yields on short - term bonds funds.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

The continent's pension funds, meanwhile, face a tougher challenge paying for their members» retirement, as early September saw the world's first negative - yielding corporate bonds, issued by French pharmaceutical firm Sanofi and German cement maker Henkel.

The world's biggest wealth fund is for now sticking to an overweight position in the shorter bond maturities as the U.S. 10 - year Treasury yield has broken through the 3 percent threshold for the first time since 2014.

As yields have fallen, duration, or rate sensitivity, has risen, meaning that the risk associated with a change in rates has generally risen for most bond benchmarks and traditional funds.

«A rush for safe - haven bonds around the world has sent the yields on sovereign bonds through the floor — meaning a fall in the regular income that pension funds use to pay their retirees their defined benefits, sometimes known as final salary pensions.

The Fed has yet to take action on raising the fed funds rate, but other interest rates such as Treasury yields have already been rising — to the detriment of many bond investors.

(However, HYG and junk bond funds are continuing to rally as the hunt for yield continues)

This would test the resilience of the economic expansion, and if the economy keeps growing as long bonds rise in yield, then match the rises in long yields with rises in the Fed Funds rate.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

Money market funds are essentially ultra-short-term bond funds that offer investors liquidity — as in quick access to their cash — and a small yield that's typically more attractive than merely parking cash in a bank savings account.

While the majority of municipal bonds are investment grade, there are high yield municipal bonds and bond funds that invest in them as well.

I'm looking at VWAHX High Yield Tax Exempt municipal bond fund and am wondering if this is a good option as well.

They often include instruments such as high yield, emerging market debt and other more esoteric instruments that tend to be missing from traditional bond funds.

As a result, its yield will tend to move toward prevailing money market rates, and may be lower than the yields of the bonds previously held by the Fund and lower than prevailing yields in the bond market.

Offering access to all areas of the bond market, our range includes global, major market and strategic bond funds as well as specific areas such as high - yield and government debt.

What it means: This yield measure represents the weighted average YTM of the bonds in the fund as of a date, assuming that the bonds will be held to maturity and that all coupon payments and the final principal payment will be made on schedule.

In bond funds, there are several categories right from Liquid Funds (as a surrogate to money lying in your savings account) to Short Term Bond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate ribond funds, there are several categories right from Liquid Funds (as a surrogate to money lying in your savings account) to Short Term Bond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate rfunds, there are several categories right from Liquid Funds (as a surrogate to money lying in your savings account) to Short Term Bond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate rFunds (as a surrogate to money lying in your savings account) to Short Term Bond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate riBond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate rFunds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate riBond Funds (which essentially try to deliver returns by taking on interest rate rFunds (which essentially try to deliver returns by taking on interest rate risk).

As time passed, the number of funds increased as they began to specialize in certain types of investments: foreign - country bonds, high - tech stocks, high - yield (junk) bonds, and so fortAs time passed, the number of funds increased as they began to specialize in certain types of investments: foreign - country bonds, high - tech stocks, high - yield (junk) bonds, and so fortas they began to specialize in certain types of investments: foreign - country bonds, high - tech stocks, high - yield (junk) bonds, and so forth.

The Sub-Advisor seeks to achieve the fund's investment objective by selecting a focused portfolio of high - yield debt securities (commonly referred to as junk bonds).

In this part of my portfolio I use more risky fixed - income securities, as there is a defensive strategy to address the higher volatility of the high - yield and other more risky bond funds.

With an attractive yield advantage over comparable maturity government bond mutual funds of similar duration and quality, the Fund may serve as a core holding for building diversified income portfolios.

There are several that hold high - yield bonds and emerging market debt, but I'm thinking of something more conservative, such as a fund that invests in the sovereign debt of developed countries.

If you held the bond fund for a similar ten - year period (as the duration of a single bond), the funds annual total returns tend to approximate the starting yield.

The BMO Floating Rate Income Fund, for example, lost more than 48 % in 2008 as high - yield bonds cratered along with stocks and real estate.

As a Wall Street Journal article pointed out, many bond mutual funds are reaching for yield now.

To a lesser extent, it has also gone into high - yield mutual funds that buy bonds rated below investment grade, known as junk bonds to those who are dubious of them.»

High Yield bond funds can be very risky as shown in the below pictures.

That good because, as a high yield bond fund, they've pretty much trail the pack by 50 - 100 bps over most trailing time periods.

And while rising rates are bad for bonds and bond funds in the short - term, climbing yields can actually boost returns on a diversified portfolio of bonds over the long haul, as interest income and proceeds from maturing bonds are re-invested at higher rates.

But I'd be wary of venturing, as some investors seeking higher yields do, into high - yield, or junk, bond funds, as they're generally more volatile than investment - grade funds and don't hold up as well in periods of economic and market stress.

As central banks move away from ultra-loose monetary policy, and the global economic expansion matures, bond fund managers will need to ensure their portfolios draw on a truly diverse range of sources of return and carefully consider portfolio risk if they are to generate yield in the current market environment.

These are income investments such as Master Limited Partnerships MLP (especially pipelines), equity REITS, high yield bond funds and special situations such as tankers (which have dividends that fluctuate greatly).

The next category of bond funds is referred to by Lipper as flexible income — a group that also invests in a wide variety of bonds, from Treasuries to high yield to corporates.