Sentences with phrase «bond fund if»

JtB uses only three stock - based mutual funds (plus one bond fund if your asset allocation calls for it), can be set up in a matter of minutes, and requires attention just once a year for a quick portfolio re-allocation.

It uses only three stock funds (plus one bond fund if your asset allocation calls for it) in an attempt to match the market's returns.

IMPORTANT NOTE: We are intentionally adding foreign currency risk here; do not consider a high - yield (low credit grade), a dollar - hedged foreign, or an emerging markets bond fund if BWX isn't available to you.

I'd prefer to hold my «secure floor capital» in stocks for floors beyond 10 years (though I would also be OK with holding that capital in an intermediate - term bond fund if I needed to do so to maintain my overall portfolio allocation).

The only thing you could try is to keep some money in cash or a very short term bond fund if available in your 401k.

So, why would you lose money on your bond fund if interest rates rose?

But is it still a bond fund if it behaves more like a stock fund?

I'll also have the option of rebalancing from CDs back into bond funds if bond fund rates become more competitive with CDs.

Not exact matches

«Finally, the increased role of bond and loan mutual funds, in conjunction with other factors, may have increased the risk that liquidity pressures could emerge in related markets if investor appetite for such assets wanes.»

And so what the Fed is basically saying here is that because investors are using mutual funds to invest in bonds, instead of owning the bonds, there could be a problem if investors all want to leave at the same time.

In the Minutes from the January FOMC meeting, the Federal Reserve addressed the financial situation, and noted that the increasing role of bond and loan mutual funds could pose a liquidity risk if everyone tries to get out of the market at the same time.

Also, a bond fund is only going to have so much cash on hand, so if the investors in a certain fund all want to redeem their shares of the fund at the same time, it will pose problems for the fund manager trying to meet redemption requests.

If the Central Bank creates money to refinance the bonds, then it will, effectively, be printing money to fund the government's budget deficit.

If rules allowed, Fink added, the guy's pension fund should sell all of its bonds «and go 100 % equities» because that's where tomorrow's returns will be made.

Similarly, if you get a bonus or make an extra sale, invest the proceeds in a stock or bond fund or even a business partnership.

If the real pain is felt only in the bond market, it will be harder for the city to have access to debt in the future to fund its renaissance.

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.

If the funds are obtained through increased government borrowing, then the purchasers of this increased supply of government bonds will be curtailing their lending to other borrowers / spenders or will curtail their own spending in order to purchase the government bonds.

«In a bond mutual fund, you're invested in a pool of bonds with no set maturity date, which means more risk if interest rates rise.»

If interest rates do increase, which punishes dividend stocks, the funds can shift to bonds.

If you're dubious about stocks this year, one bond - oriented income builder fund with a good record is Loomis Sayles Strategic Income Ffund with a good record is Loomis Sayles Strategic Income FundFund.

Also remember that if a bond fund yields 6 % currently, it is stuffed with junk bonds.

But if bond prices crash, investors will want to take their money out, the funds will need to sell, and all those giant bond funds that provided the bid for bonds on the way up will turn into sellers on the way down.

If you are invested in bonds or bond funds, make sure that the objectives, maturity length, yield and credit ratings make sense for your particular goals and circumstances.

If you own the bond fund that fell in value, you can sell it right after the fall and still buy the portfolio of individual bonds some say you should have owned to begin with (which, again, also fell in value!).

Unlike mutual funds, individual bonds mature at par letting the investor know exactly what they will earn if the bond is held to maturity.

Therefore, if rates rise, investors in the bond funds and ETFs will experience price declines commensurate with the funds» durations.

But bond funds are much easier to deal with if you're slowly accumulating wealth or slowly taking distributions from your portfolio over time.

According to Griesa (uniquely), this means that if any creditor or vulture fund refuses to participate in a debt writedown, no such agreement can be reached and the sovereign government can not pay any bondholders anywhere in the world, regardless of what foreign jurisdiction the bonds were issued under.

If interest rates rise bond funds get slammed and you'll be a loser (it has happened to me before, ouch)... but if you hold the bond nothing (other than the scenario of a default) happens & your principle is returneIf interest rates rise bond funds get slammed and you'll be a loser (it has happened to me before, ouch)... but if you hold the bond nothing (other than the scenario of a default) happens & your principle is returneif you hold the bond nothing (other than the scenario of a default) happens & your principle is returned.

The hedge fund would break even on its debt investment if the Berkshire bid prevails because gains in some parts of its debt holdings, which would be paid out in full, would offset losses in the unsecured bonds it holds, where it would take a deep haircut, the people said.

To which my response is this — if you're willing to ignore short - term losses in individual bonds, why can't you ignore short - term losses in bond funds?

If fund providers could combine lower costs and diversification with the ability to set a maturity date bond investors could better plan for the future and lower their risks.

So if you own a mutual fund full of 30 year bonds, if interest rates go up one percent, your investment will lose 20 % in value.

Treasuries represent about 35 % of the Barclays Capital Aggregate Bond Index, so if you think they are not a good investment, buying a bond index fund is not a good iBond Index, so if you think they are not a good investment, buying a bond index fund is not a good ibond index fund is not a good idea.

Anecdotally I can confirm that investors are indeed worried about how bonds and bond funds will behave if rates continue to rise.

The after - tax proceeds from those sources would be worth $ 547 million if he invested the money in a blend of stocks, bonds, hedge funds, commodities and cash, assuming a weighted average annual return of 7 percent over the past 15 years, according to the Bloomberg Billionaires Index.

Bond yields are jumping, and if you own long - term bonds or the mutual funds that invest in them, start paying attention if you haven't already.

If a fund investor is resident in the state of issuance of the bonds held by the fund, interest dividends may also be exempt from state and local income taxes.

If you'd rather not build your own portfolio of index funds, you can buy a diversified portfolio containing a combination of four Fidelity stock and bond index funds.

Bonds and bond funds are taxed in 2 ways — based on the income that's distributed and on any gains if the investment is sold at a profit.

Bond funds typically own a number of individual bonds of varying maturities, so the impact of any single bond's performance is lessened if that issuer should fail to pay interest or princiBond funds typically own a number of individual bonds of varying maturities, so the impact of any single bond's performance is lessened if that issuer should fail to pay interest or princibond's performance is lessened if that issuer should fail to pay interest or principal.

The investment minimums for most bond funds are low enough that you can get significantly more diversification for much less money than if you purchased individual bonds.

(The bonds that funds own each carry the risk of default if the issuer is unable to make further income or principal payments.)

If you are brand new to investing and don't know the difference between a municipal bond fund and a real estate investment trust, don't worry.

«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.

The Vanguard Short - Term Bond Fund (VCSH) is one such example where if you pull up the chart, you'll see much more stability.

If taxable bond funds or individual bonds are held in a tax - free account such as a Roth IRA, then the income from them would be free from federal taxes, provided certain requirements are met.

The risks associated with bond investments include interest rate risk, which means the prices of the fund's investments are likely to fall if interest rates rise.

If insurance companies and pension funds are underfunded currently, just wait until the junk bond market goes through another cyclical collapse...