Sentences with phrase «bond fund by»

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.

When investing in fixed income funds you need to decide the type of bond fund by bond quality (default risk) and bond duration.

When investing in bond mutual funds you need to decide the type of bond fund by bond quality (default risk) and bond duration.

You can always generate more income from the bond fund by increasing the amount you invest in it, but that would mean diverting money from the rest of your nest egg.

Characterized as an «all - weather» bond fund by Citywire, the new vehicle is designed for investors seeking both fixed income exposure as well as enhanced duration.

That style, along with investors outflows and a weak performance by the flagship Pimco Total Return Fund, which Gross had built into the world's largest bond fund by assets, were also the subjects of much negative press in 2014.

You can invest in bond funds by stated maturities (short - term, intermediate - term, long - term), credit quality (treasuries, junk bonds, investment grade corporate bonds) or pretty much any other way you can separate bond investments.

This index seeks outperform traditional «core» or investment grade U.S. bond funds by applying momentum screens to this area of the bond market.

As the Fed ponders an end to its $ 85 billion quantitative easing program, investors should shore up their bond funds by moving to target maturity funds ahead of a Fed exit.

Indeed, all but two of the alternative bond funds by themselves actually had losses that year, the worst being AllianceBernstein Unconstrained Bond Fund (AGSAX), at -16.52 %.

While the short duration of short - term bond funds may provide some protection against rising rates, IGHG and HYHG go beyond short - term bond funds by targeting a duration of zero.

We group bond funds by credit risk and interest rate risk, the two essential kinds of risk affecting bonds and bond funds, which allows investors to make intelligent comparisons between funds.

HYHG goes beyond short - term bond funds by targeting a duration of zero.

Not exact matches

Under this hypothetical policy, governments transfer money directly to taxpayers to encourage spending, a handout funded by issuing bonds with a coupon of zero and no maturity date, which central banks buy.

By comparison, popular intermediate - term U.S. bond funds managed by PIMCO and others run $ 1.02 trillion, up 2.6 percent in net assets this yeaBy comparison, popular intermediate - term U.S. bond funds managed by PIMCO and others run $ 1.02 trillion, up 2.6 percent in net assets this yeaby PIMCO and others run $ 1.02 trillion, up 2.6 percent in net assets this year.

Emerging markets - focused bond mutual and ETF funds have only increased their assets by 1.72 percent in 2014, according to data from Morningstar, and manage just $ 86 billion.

But, by reviewing news accounts and court filings, the Center for Progressive Reporting has compiled a list of over 30 hedge funds that appear to own at least some Puerto Rico bonds.

The exact mix of shares and contingent convertible bonds the HFSF will buy from banks in exchange for any fresh funds it will provide will be decided by the cabinet.

Pension funds are in bonds for the long haul, and aren't swayed by weekly or monthly price fluctuations.

Anyone buying or selling stocks, bonds, foreign exchange, commodities or exchange - traded funds (ETFs) will be affected by the new standards.

A survey last year by Mercer, a retirement and investment group, revealed that European pension funds would be inclined to raise their bond holdings when average long - term sovereign bond yields reached 2.8 percent.

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

That money, which is mostly held in short - term U.S. bonds and money market funds, was kept in Ireland for years, until an investigation by the European Union into whether the company failed to pay taxes caused it to move its holdings to Jersey, a small island off the coast of Normandy that rarely taxes corporations.

Failure to meet targets and pressures on funding prompted the downgrade last week by Moody's, which said Tesla was likely to raise more than $ 2 billion in new capital, partly to cover about $ 1.2 billion in convertible bonds due by March 2019.

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.

But that total is dwarfed by the more than $ 1.5 trillion invested in intermediate - term portfolios (3.5 - to six - year average duration), which include core bond funds hewing to the Bloomberg Barclays U.S. Aggregate index.

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.

Bond yields snapped higher, adding to their already steep gains, and federal funds derivatives showed market expectations are moving closer to pricing in a full three interest rate hikes by December.

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.

Bond funds saw outflows of $ 14.1 billion during the week ended February 14, the fifth - biggest redemption on record, according to data compiled by Bank of America Merrill Lynch.

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 bonds.

[T] he dramatic increase in leveraged bond positions by both US hedge funds and mundane money managers set in motion self - reinforcing liquidations once uncertainty over emerging markets including Turkey, Venezuela, Mexico, and Malaysia - all of which experienced sharp capital flow volatility - put pressure on speculative positions.

For instance, in 1987 the rise in interest rates caused the price of the Vanguard Total Bond fund to plummet by a whopping -7.6 percent.

Many economists believe that government spending «crowds out» private investment by forcing the private sector to compete for bonds in the mythical «loanable funds market».

To get short the markets I either have to go to cash or buy a bond fund, which admittedly turned out quite well (Read: The Proper Asset Allocation Of Stocks And Bonds By Age and see VUSUX).

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Which all goes back to my point — since companies change in a lot of unpredictable ways, it makes more sense for passive income to just ride the market by investing in a Total Domestic Stock Market, Total Bond Market, and Total International index funds, with allocations that depend on your goals and time horizon.

Right, it's easier than ever to diversify by maturity using bond funds only.

HONG KONG — In 2012, with help from Goldman Sachs, a Malaysian sovereign wealth fund called 1Malaysia Development Berhad sold $ 3.5 billion worth of bonds backed by an Abu Dhabi government fund to help it purchase power plants.

For instance, Mishkin (2012:1 and 24) explains that «in our economy, nonbank finance also plays an important role in channeling funds from lender - savers to borrower - spenders... Finance companies raise funds by issuing commercial paper and stocks and bonds and use the proceeds to make loans that are particularly suited to consumer and business needs.»

Many even offer target date funds, which are an all - in - one investment consisting of a mix of stocks, bonds and other assets that is managed by the firm that runs the fund and require little to no management on your part.

The idea here is essentially to work out how to set up cross-border mutual - fund type structures to invest in bonds issued by regional governments and quasi-government authorities, and to show the way with a modest amount of central bank money.

Not only do you diversify your holdings by owning a bond fund, which severely reduces default risk, but you also diversify your cash flow stream.

Another way to get around this problem is by laddering your bond funds.

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

According to fund tracker Morningstar: «A mutual fund is a basket of stocks, bonds or other types of assets that is professionally managed by an investment company on behalf of investors who don't have the time, know - how or resources to buy a diversified collection of individual securities (stocks, bonds etc.) on their own.

His flagship DoubleLine Total Return Bond Fund (DBLTX) has outperformed its benchmark by a wide margin in the last six years.

Business credit has been falling, but this has been more than offset by increases in non-intermediated sources of funding, such as equity raisings and corporate bond issuance.

The bond market, as represented by the Barclays Aggregate Bond Fund ETF, acts a little differenbond market, as represented by the Barclays Aggregate Bond Fund ETF, acts a little differenBond Fund ETF, acts a little differently.

HYZD is one of several interest - rate - hedged bond funds offered by WisdomTree to address uncertainties in interest rates.