Sentences with phrase «average credit quality»

Moody's wrote in its report that despite some differences, «the overall average credit quality of

Think of a high yield fund with a single - B average credit quality.

• The bond portfolio's unweighted average credit quality rating, then weighted average credit quality rating, using both Moodys and S&P credit rating schedules.

Bond quality: Bond funds are assigned a style box placement of «low», «medium», or «high» based on their average credit quality.

Funds with a low credit quality are those whose weighted - average credit quality is determined to be less than «BBB -», medium are those less than «AA - ``, but greater or equal to «BBB - ``, and high are those with a weighted — average credit quality of «AA - «or higher.

These assets comprise high quality securities with an average credit quality rating of double - A.

Investments are restricted to fixed - income securities with an average credit quality rating of double - A and minimum credit quality rating of investment grade.

value shown in my comparison table for each fund is a numerical approximation of the average credit quality rating provided by Morningstar (M *), but with some adjustments applied.

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

For credit quality, Morningstar combines the credit rating information provided by the fund companies with an average default rate calculation to come up with a weighted - average credit quality.

Funds with a low credit quality are those whose weighted - average credit quality is determined to be less than «BBB -»; medium are those less than «AA -», but greater or equal to «BBB -»; and high are those with a weighted - average credit quality of «AA -» or higher.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

U.S. Bank came through the financial crisis in much better shape than most banks, thanks to good management and the high average credit quality of its loan portfolio.

The fund's average credit quality is triple - B.

Two of the largest risks are that the average credit quality of bonds in this sector is well below investment grade and the heavy issuance of zero coupon bonds creates a sector that has one of the longest durations in the municipal bond market.

Within fixed income, we suggest raising average credit quality, particularly focusing on investments in areas like high - grade corporate and municipal bonds.

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

Not exact matches

That structure enabled some of these securities to gain high credit ratings even when the average quality of the underlying loans was poor.

That means looking at the fund's objective, average maturity, credit quality, yield and the composition of the holdings by bond type.

While spreads between yields on highly - rated corporate bonds and government bonds have remained above their historical averages, this continues to reflect strong demand for Commonwealth Government bonds rather than concerns about corporate credit quality.

Unique to bond funds, you may also want to consider the fund's average duration, credit quality and yield.

Because of their ability to invest in these longer duration securities of slightly less credit quality, stable value funds have outperformed money market funds on average by 150 - 200 basis points (1.50 % -2.00 %) net of fees annually over the past 20 years.

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.

This issue's research section offers a first - of - its - kind study examining the impact of instructor quality on student achievement in the higher education sector — finding that students taught by above - average instructors receive higher grades and test scores, are more likely to succeed in subsequent courses, and earn more college credits.

Equity risk for the S&P 500 (a high credit quality group) is probably akin to the risk of owning weak BB or strong single - B bonds on average.

For open - end mutual funds, returns can be grouped roughly by the average weighted maturity of the funds, and their credit quality.

The two funds will be very similar in average term to maturity, duration, credit quality, yield to maturity and management fee (0.20 %).

Another lesson is that investing for the average investment grade credit quality is good also.

When it comes to your credit, lenders may sometimes refer to it in terms of Credit Level or Credit Quality such as Poor, Fair / Average, Good or Excellent with each category referring to a range of FICO scredit, lenders may sometimes refer to it in terms of Credit Level or Credit Quality such as Poor, Fair / Average, Good or Excellent with each category referring to a range of FICO sCredit Level or Credit Quality such as Poor, Fair / Average, Good or Excellent with each category referring to a range of FICO sCredit Quality such as Poor, Fair / Average, Good or Excellent with each category referring to a range of FICO scores.

In addition to larger yields, EM corporates possess a shorter duration profile than most developed market government and corporate debt instruments... EM corporates possess better credit quality, with a weighted average quality of BBB -.

Consumers with prime credit scores who are considered stable exhibit specific behaviors in their credit profiles when compared with the average prime - credit - quality consumer, including fewer trades, fewer inquiries, lower bank card utilization and fewer auto and real estate trades.

Emerging market debt credit quality has improved with an average rating of BBB versus BB 10 years ago.