Sentences with phrase «bank loan funds»

But when they do, bank loan funds supposedly will be somewhat insulated from losses.
The primary attraction for investors is that lower rated borrowers pay a higher rate of interest than investment grade borrowers, so bank loan funds and ETFs typically offer a higher dividend yield.
The Highland Floating Rate Opportunities Fund... has generated one - year returns of 8.26 % through August 25, which continue to place it at the top of its Morningstar category; but its year - to - date returns have slipped to 1.61 %, which place the fund in the bottom 32 % of bank loan funds.
These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.
Bank loan funds became particularly attractive after 2009, because analysts continually predicted that the Federal Reserve would raise interest rates.
Thirty percent of World Bank loans funded African agriculture in 1980; it dropped to 12 percent in 2010, according to Woodhouse's 2011 study.
Muni Short Bond Funds High Yield Muni Bond Funds Muni National Interm Bond Muni National Long Bond Best Bank Loan Funds Inflation - Protected Bond Multisector Bond Funds High Yield Bond Funds
Ultrashort - term bond funds, meanwhile, lost 9 % of their value during the financial crisis, while bank loan funds fell by more than 30 %.
Bank loan funds invest in loans that banks make to companies.
I was pretty minimal in terms of credit risk exposure for the last three years, owning only a few bank loan funds, the last of which I traded out of in June 2007.
Researching and processing interest / paydown differences, posting bank loan funding memos, TBA wires, tax withholdings, and swap resets.
Still, underlying liquidity — for all bank loan funds — remains a concern for larger investors and when the market sells off.
With the bank loan funds, individuals might assume they have a relatively safe bond fund.
Stein thinks the bank loan funds are more risky than people realize because a person might try to get money out of a fund and have difficulty.
In particular, Stein flagged concerns about «floating rate bond funds» or «bank loan funds» that have become popular the last few years among relatively cautious investors.
Bank loan funds and ETF tend to be volatile.
The rate of interest offered by a bank loan fund or ETF resets when short - term interest rates rise.
Bank loan funds or ETFs hold a portfolio of bank loans.
Examples are Bank Loan Funds, High Yield Corporate Bond Funds, and High Yield Municipal Bond Funds.
This is a safe short - term investment option that is similar to a bank loan fund.
With investment grade rates barely keeping pace with inflation, investors started «chasing yield» wherever it might be found... high yield bonds, emerging market debt, world bond funds, bank loan funds, «non-traditional» and «multi-sector» bonds funds, et cetera.
Back in 2007 when the economy and markets were still going gangbusters, investors seeking safe high yields plowed their money into all sorts of investments that claimed to be as secure and liquid as cash while delivering above - average returns: auction - rate securities, bank loan funds and ultrashort - term bond funds, to name a few.
I don't recommend it, but if you want to shoot for a somewhat higher return with a portion of your «safe harbor» stash, you could move some funds into an ultrashort - term bond fund, bank loan fund or even a short - term bond fund.
Bank loan funds (+ $ 418 million)-- on the other hand — witnessed their eighth consecutive week of net inflows.
Bank loan funds (+ $ 251 million) witnessed their sixth consecutive week of net inflows.
And the 2008 financial crisis is replete with examples of individual investors who bought ultrashort bond funds or bank loan funds with generous payouts on the assumption that those investment were secure, only to see their values drop precipitously.
There are also «floating rate» bonds (bank loan funds), these have minimal interest rate sensitivity because the rate goes up to offset rate rises.
Bank loan funds (+ $ 43 million) witnessed their second week of net inflows.
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