Sentences with phrase «bond categories»

While active managers beat their respective benchmark in the short - term bond category, this was not the case in the longer - term diversified / aggregate category.

Municipal bonds aren't an exciting topic over a cocktail party, however they were one of the best performing bond categories in 2015.

The Municipal Bond category includes national portfolios, broken out by maturity, as well as single - state categories.

The return / risk characteristics tend to maximize portfolio returns, even if other bond categories look more attractive on a side by side compare, which several will.

Tax - exempt high - yield bonds A category of tax - exempt high - yield bonds is not covered in this booklet.

Gold and emerging market stock funds continued to deliver the best returns, though many bond categories also ranked high.

Municipal bonds aren't an exciting topic over a cocktail party, however they were one of the best performing bond categories in 2015.

The differential between the funds with the highest and lowest expense ratios within the taxable bond and municipal bond categories was even greater: near 3.5 times.

A distinct muni bond category simply doesn't exist in other countries, because there is no comparable tax - free treatment.

Following the homebuilders sector is the consumer staples sector and long - term government bond categories, which have gained an average of 13.9 % and 13.7 %, respectively.

The global bond category may also include U.S. issuers.

The Median Fund is based on monthly returns of the median intermediate - term, actively managed funds within the Morningstar intermediate term bond category with the Bloomberg Barclays U.S. Aggregate Bond Index as a primary benchmark.

The one area in question is the non-traditional bond category where these funds underperformed both traditional domestic and global bond funds.

«Despite a fine 2010 showing and first - half 2011 gains that edged out the intermediate - bond category average, some investors and pundits have talked as if this fund has lost its edge,» Morningstar's Eric Jacobson writes in an analyst profile of the fund.

For an example of short - duration bond funds, here are the top results for short - term bond, and ultra-short bond category funds from Fidelity's mutual fund evaluator.

Of it, Charles notes: «Among highest return in short bond category across current full cycle (since Sept 2007 through Jan 2015... still going) and over its 14 year life.

For example, of the 290 or so ETPs that have closed, the majority have come from alternative or sector category groups that tend to be suitable for a narrower segment of investors than ETPs in the U.S. equity or taxable bond category groups.

All five top bond funds in the foreign bond category are repeats from last year.

Managers in the intermediate - term actively managed bond category saw the most substantial improvement in their one - year success rate; 85 % of these funds survived and outperformed their passive peers.

Of all of the mortgage bond categories, only CMBS offered assets with a ten - years or more duration, with minimal credit risk.

National muni bond categories are: B - MNST - Short - Term National Muni Bond: Invest in muni bonds with average maturity of less than three years.

The quarterly down market capture of the DRS is almost identical to that of the Non-traditional bond category, and the maximum drawdowns are similar.

Oh, and it's offered at a net fee of 25 basis points1, which is lower than 95 % of the funds in the Morningstar Intermediate Term Bond category (source: Morningstar as of 3/15/2018).

The returns were much lower across the board for all bond categories.

Spreads on the lowest quality segment of the «junk» bond category, «C» rated bonds, have narrowed by an extraordinary 30 percentage points since late 2001, to around 5.5 percentage points.

Over the three - year period ending February 28, 2018, FIBR was ranked # 65 out of 837 funds in the intermediate term bond category, meaning it outperformed 92 % of its peers (source: Morningstar, from 2/28/2015 to 2/28/2018).

According to data on U.S. - based ETFs and open - end mutual funds from Morningstar Direct, $ 200.3 billion was invested in international bond categories, while $ 3.6 trillion was in U.S. bond categories, as of year - end in 2015.

In the fixed income categories, active managers overwhelmingly underperformed their benchmarks: 83.52 % of managers in the Brazil Corporate Bond category and 82.95 % in the Brazil Government Bond category underperformed their respective benchmarks in 2014.

Oh, and it's offered at a net fee of 25 basis points1, which is lower than 95 % of the funds in the Morningstar Intermediate Term Bond category (source: Morningstar as of 3/15/2018).

Over the three - year period ending February 28, 2018, FIBR was ranked # 65 out of 837 funds in the intermediate term bond category, meaning it outperformed 92 % of its peers (source: Morningstar, from 2/28/2015 to 2/28/2018).

According to data on U.S. - based ETFs and open - end mutual funds from Morningstar Direct, $ 200.3 billion was invested in international bond categories, while $ 3.6 trillion was in U.S. bond categories, as of year - end in 2015.

On the risk ladder, it falls into our intermediate - term bond group (bond Category 2).

And what should the allocations be within the bond category?

It is useful to point out that when it comes to investing, more than 90 % of people are muppets and should be buying low - cost index funds within the stock and bond categories.

All bonds, bond funds and bond ETFs go into the bond category.

(You can create a third category, cash equivalents, if you wish, or throw cash into the bond category.

Bond categories are highly correlated to those that are near them, but often negatively correlated to those a step or two beyond, when regressors are considered as a group.

Short - Term Debt Funds Source: Morningstar; As on 23 - Nov - 2017; Category — Aditya Birla Sun Life Treasury Optimizer — Intermediate Bond Category — Tata Short Term Bond Fund — Short Term Bond

Morningstar rated this Fund, in Morningstar's short - term bond category, 4 stars for the Overall period out of 455 funds, 5 stars for the 10 - year period out of 255 funds, 4 stars for the five - year period out of 393 funds and 3 stars for the three - year period out of 455 funds for performance periods ending 3/31/18.