Sentences with phrase «as average maturities»

These funds can not «roll down the curve», or capture the duration risk premium as average maturities decline with time.

You want to look into the credit rating of each bond fund as well as the average maturity of the underlying bonds.

As a result, key characteristics of a bond index, such as the average maturity of bonds in the index, can change every year.

Not exact matches

Alternatively, it's best to shorten the average term to maturity of your bond portfolio as interest rates enter into a rising cycle, because the shorter the term, the less their price will be affected.

As older bonds mature, newer bonds are purchased and the portfolio manager of the fund generally tries to keep the average maturity in the range that is stated in the fund's objective.

A bond fund with a longer average maturity will see its net asset value (NAV) react more dramatically to changes in interest rates as the prices of the underlying bonds in the portfolio increase or decline.

Moreover, «the Committee also decided to continue through the end of the year its program to extend the average maturity of its holdings of securities as announced in June.»

Even without any selling, the value of the fund's share price would fall (roughly as a function of the fund's average «duration», a measure of interest rate sensitivity that is a related to a bond's maturity).

The average remaining maturity of the Bank of Japan's JGB purchases has been extended as well.

The average maturity of the fund you are investing in is very important, as the longer the average maturity the more sensitive the fund will be to changes in interest rates, and the more volatile your returns will be.

Once you know that you can make an informed decision as to whether you will earn a higher return from a tax free state or national municipal bond fund or a taxable bond fund of a similar credit quality and average maturity (which is generally going to provide higher before tax returns) is going to be better for you.

An average 3 - year - old has the intellectual and physical abilities as well as the emotional maturity as most other 3 - year - olds.

Teachers who fear that gifted children may face social and emotional problems as a result of acceleration have often not taken into consideration that intellectually gifted students differ from age - peers of average ability in their emotional maturity almost as much as in their intellectual ability.

As for bonds, you want to own both government and high - quality corporate issues in a range of maturities (although, to protect yourself against the possibility of rising rates, you'll want to keep the average maturity of your overall holdings in the short - to intermediate - term range).

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.

To support a stronger economic recovery and to help ensure that inflation, over time, is at levels consistent with the dual mandate, the Committee decided today to continue its program to extend the average maturity of its holdings of securities as announced in September.

It tracks issues as long as five years but average maturity is half that.

the Committee decided today to continue its program to extend the average maturity of its holdings of securities as announced in September.

The Committee also decided to continue through the end of the year its program to extend the average maturity of its holdings of securities as announced in June,

As you can see, the barbell ETFs are almost identical in yield to maturity, similar or lower in average term to maturity, and significantly shorter in duration.

The Committee also decided to continue its program to extend the average maturity of its holdings of securities as announced in September.

The yield to maturity, average maturity, modified duration and expense ratio have been provided as well.

The «belly» of the curve, or the 5 to 10 year maturity range, is performing as well as longer term bonds as the weighted average Read more -LSB-...]

Average yield to Maturity - Average Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifieAverage yield to Maturity - Average Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifiMaturity - Average Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifieAverage Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifiMaturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifieaverage yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifimaturity of a Fund's investments in money market securities and short - term fixed income securities as of a specified date.

As time goes by and bonds get closer to their maturity dates, the portfolio manager will replace some of the shorter - term bonds with longer - term ones in order to keep the average within the stated range.

Target Maturity Date Junk Bonds and all other type of bonds are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective bonds.

As of October 31, 2017, around 88 % of the securities had sovereign / government rating with average maturity of 8.75 years.

The SIFMA Municipal Swap Index rate (an index of 7 - day average maturity) spiked significantly from 44 basis points to 87 basis points as of October 5.

Read the prospectus for your fund and it will have the average duration as well as information about the issuers of the bonds it does invest in (govt, agency, mortgage backed, foreign, high quality corporate, etc) and whether there are constraints on the target average maturity.

If you want technical details, look at the «average duration» or «average maturity» of the bond fund; as a rough guide, if the duration is 10, then a 1 % change in interest rates would be a 10 % gain or loss on the fund.

At ETF.com, we supply average yield to maturity figures for all bond ETFs, as it is the most accurate look at the current real - world holdings yield of a bond, in our opinion.

As for bonds, you want to insure that your holdings include high - quality government and corporate bonds with a variety of maturities (although the average maturity of your bond holdings should be in the short - to intermediate - term range (say, two to seven years).

As of the end of the third quarter, the average fund in the same category as Pimco Total Return had more than one - third of assets in bonds with maturities of 20 years or more, according to data from Chicago - based research firm Morningstar IncAs of the end of the third quarter, the average fund in the same category as Pimco Total Return had more than one - third of assets in bonds with maturities of 20 years or more, according to data from Chicago - based research firm Morningstar Incas Pimco Total Return had more than one - third of assets in bonds with maturities of 20 years or more, according to data from Chicago - based research firm Morningstar Inc..

As maturing proceeds are reinvested at the end of the ladder, the yield of the portfolio is greater than what would be expected by the average maturity of the bond portfolio because of the positive slope of the yield curve.

3ARM Information: ARM Index - Weekly average yield on United States Treasury securities adjusted to a constant maturity of one year, as made available by the Federal Reserve Board.

7 maturities last year was in line with TLI's 3 year average, and represents an accelerating mortality rate (as the total number of policies held has been steadily declining).

This is interesting, because it indicates that the average (randomly selected) CD available across the U.S. provided an aftertax return premium of at least 0.22 % and as much as 0.40 % over the same - maturity Treasury security.

The market value - weighted average maturity of the bonds and loans in a portfolio, where maturity is defined as the stated final for bullet maturity bonds and loans.

Well, as I highlighted in my last post, the average European debt maturity is over 7 years.

As the CBO has projected huge deficits PLUS huge debt roll - overs (average maturity down from 7 years to 4 years) up to at least 2019, do you think we could extend the» printing» by foreign central banks — CB's» buying» each others debt — for at least 10 more years?

As a result of the limited choice, virtually all Canadian real - return bond funds are highly concentrated in just seven issues, and the average maturity is more than double that of their US counterparts, at just under 20 years.

SoFi's average savings methodology for student loan refinancing excludes refinancings in which 1) members elect SoFi loans with longer maturity than their existing student loans, as these borrowers typically forfeit lifetime savings for lower monthly payments; 2) the term length of the member's original student loan (s) is greater is than 30 years; and 3) the member did not provide correct or complete information regarding his or her outstanding balance, loan type, APR, or current monthly payment.

As would be expected, the yields of these funds — interest and dividends after expenses divided by average net asset value — increase as the target date approaches maturitAs would be expected, the yields of these funds — interest and dividends after expenses divided by average net asset value — increase as the target date approaches maturitas the target date approaches maturity.

«The big plus is the potential for wealth building,» Pinto said, since the authors found the average maturity of fixed - COFI mortgages to be 23 years, so long as the borrower did not refinance or extract equity.

As a result, it has a longer weighted - average maturity than our benchmark, as well as most other intermediate - term credit fundAs a result, it has a longer weighted - average maturity than our benchmark, as well as most other intermediate - term credit fundas well as most other intermediate - term credit fundas most other intermediate - term credit funds.

As a result, you will always have something maturing, and you'll enjoy the yield of a longer maturity obligation while having a shorter average maturity.

mREITs also manage risk in other ways, such as adjusting the average maturities on their assets as well as their borrowings and selling assets during periods of interest rate volatility to raise cash or reduce borrowings.

I still believe it's entirely reasonable to expect this NAV discount to be eliminated in due course — as investors anticipate lower discount rates on policy valuations, as the average LE reduces & policy maturities accelerate, and as we see management repurchase shares and / or return capital.

On the other hand, when real yields are at historically low levels (such as in March 2008, when the real yield on some TIPS even turned negative), you might not want to own TIPS with an average maturity as long as nine years, as do the funds.

mREITs also manage risk in other ways, such as adjusting the average maturities on their assets as well as their borrowings and selling assets during periods of interest rate volatility to raise cash or reduce borrowings.