Sentences with phrase «as bond funds»

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

As you get closer to retirement age, you can lower your risk by investing in fixed - income assets, such as bond funds, in addition to stocks.

As bond funds go, these are relatively volatile.

Divided into four comprehensive parts, this revised resource introduces you to everything from successful structures such as bond funds, commodities funds, and currency funds to concepts such as actively managed ETFs that have recently become a reality.

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

Ideally, you want to choose a combination of low - cost funds that will give you exposure to stocks of all types and styles (domestic, foreign, large, small, growth and value) as well as bond funds that track the broad investment - grade bond market (government and corporate issues in a range of maturities).

If you don't have this recommended amount, purchasing products such as bond funds might be more prudent, as the charges related to the product will be offset by the benefits of diversity that they provide.

Considered to be a higher risk for loss than any other type of investments such as bond funds or money market funds they also have the potential to return the highest potential return in investment.

While the returns on money market funds are generally not as high as those of other types of fixed income funds, such as bond funds, they do seek to provide stability, and can therefore play an important role in your portfolio.

VWENX: Vanguard Wellington Fund Admiral Shares — you have this marked as a Bond fund but when I researched this it showed 65 % stocks

(And the same with LS40, assuming it is taxed as a bond fund.)

Richard spent his early career as a bonds fund manager and analyst with BZW but then spent close to two decades in The British Army.

Typically, investors may be driven to buy something familiar, such as a bond fund or individual corporate bonds for fixed income exposure, but if you're willing to take a little bit of risk, you can check out a Lending Club investment.

Not exact matches

Most likely, the manager will be forced to sell some bonds, potentially at a discount, as the fund needs to simply raise cash to meet redemptions.

A better option, in Hallett's opinion, is an actively managed global bond fund, in which the manager can move in and out of countries as he or she sees fit.

Some in the market have attributed the sharp market swings seen during the downturns in October and December as indicating structural problems with liquidity in the market — and some fingers have been pointed at the proliferation of bond funds.

Institutional investors (such as pension funds) routinely insist on holding only highly - rated securities, so a downgrade can force them to sell that issuer's bonds.

When you own a bond mutual fund, you don't actually own a bond — which will continue to pay a coupon so long as the issuer isn't in default — you just own a share of the fund, which is comprised of lots of bonds and sometimes other things.

His fund is often associated with growth equity as well as convertible bonds.

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.

Famed bond fund manager Bill Gross attacked the use of negative rates as an attempt to mask the symptoms of an unhealthy global economy, while Ray Dalio, the head of the world's largest hedge fund Bridgewater Associates, has recently argued that negative rates will be ineffective at boosting growth.

Target date funds, also known as lifecycle funds, blend mutual funds that invest in stocks, bonds, and cash, shifting the mix based on investors» expected retirement dates.

Holders of Venezuelan bonds are meeting with each other and considering forming committees, advisers and fund managers told Reuters, as questions mount about the feasibility of President Nicolas Maduro's proposal to restructure $ 60 billion of debt.

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.

Pension funds» portfolio rebalancing can be achieved by selling equities as well as buying bonds.

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.

While Bond King Bill Gross, founder of world's largest bond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hysteBond King Bill Gross, founder of world's largest bond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hystebond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hystebond market hysteria.

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.

Here's the best part, at least for owners: As long as the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liabilitAs long as the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liabilitas the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liability.

Ms. Jones suggests sticking with floating - rate funds that invest in high - quality bonds, such as the iShares Floating Rate Bond E.T.F..

The 30 - year - old fund overtook Pimco's Total Return last year as the fund world's largest bond portfolio.

The $ 3 trillion hedge fund industry, which has been struggling to outperform stock and bond markets, could see assets shrink by as much as 30 percent in the next three years if performance continues to disappoint, according to a report this month from Boston Consulting Group.

According to Morningstar Direct, $ 59 billion is invested in long - term bond funds and exchange - traded funds (defined as portfolios with average durations above six years).

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.

Furthermore, the 1 percent you pay to your money manager doesn't always cover the costs of buying and selling the stocks and bonds in your portfolio or the sales charges (also known as loads) and administrative fees charged by the mutual funds your manager puts you into.

A target - date fund is only as good as its underlying components, which tend to be other mutual funds that cover stocks, bonds and cash.

Once you dig into your fund's prospectus to learn about the holdings, you should see a mix of U.S. and non-U.S. equities, as well as a combination of different bond portfolios.

As a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondAs a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondas liquid as stocks or bondas stocks or bonds.

As rates rise, it might be better to hold individual bonds instead of bond mutual funds, said James Shagawat, a certified financial planner with the Baron Financial Group in Fair Lawn, New Jersey.

«The market is fragmented and inefficient, and traditional indexes are poorly designed,» he said, but he added that higher - fee active bond funds run into the same problem as active equity funds.

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.

Many other financial advisors recommend similar approaches to emergency funds, such as investing in bond funds or using a Roth IRA, which allows you to withdraw contributions without tax penalties.

Regulators talk sometimes about regulating the big bond mutual - fund complexes as «systemically important» institutions, on the theory that liquidity requirements, stress testing, regulatory oversight, etc. could make them less vulnerable to herding and the shock of redemption requirements.

A hundred small funds offering daily liquidity and buying bonds indiscriminately would be roughly as bad as five big funds doing the same thing.

This is a problem for bond funds as well.

The seven IPI investor education booklets cover the basics of several key investor topics such as stocks, bonds, and mutual funds.

Instead of financing Social Security and Medicare out of progressive taxes levied on the highest income brackets — mainly the FIRE sector — the dream of privatizing these entitlement programs is to turn this tax surplus over to financial managers to bid up stock and bond prices, much as pension - fund capitalism did from the 1960s onward.