Sentences with phrase «bond category average»

«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.

Not exact matches

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

The graphic below shows current average interest rates paid for different categories of bonds at different maturities.

With a current duration of 4.85 (Morningstar category average: Investment Grade Bonds, 6/18/2015), the typical bond fund is very susceptible to capital losses should interest rates rise from their current low of 2.35 % to the historical average over the last 30 years of 5.44 %.

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 Inc..

The Moody's and S&P bond ratings have been calculated for each ratings category, and then the average of the two rating agencies» percentage for each listed category has been calculated and presented herein.

Our allocation to high - yield bonds further aided performance given the ongoing relative strength for fixed - income categories with above - average yields.

First Eagle High Yield I (FEHIX) holds the fifth spot among the top bond funds in the category, sporting an average annual return of 8.59 % for the past 10 years and a 4.87 % gain last year.

Last year, currency international bonds and short - term government bonds were among the five worst - performing fund category averages.

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.

Wasatch - Hoisington U.S. Treasury fund topped the average long - term government bond fund by 9.4 percentage points last year, but underperformed its category average in 2007, 2009 and 2010.