Municipal bonds are issued by state and local governments in order to finance capital expenditures; typically, municipal
bond funds invest in municipal bonds.
Bond funds invest in fixed income or debt securities.
Less risky
bond funds invest in corporate bonds while riskier endeavors toy with junk bond funds in an effort to elicit a higher return.
High yield bond funds or junk
bond funds invest in corporate bonds that are below investment grade.
International
bond funds invest in non-U.S. corporate and government bonds.
Tax exempt
bond funds invest in municipal bonds to take advantage of the tax - free income.
Municipal
bond funds invest in municipal bonds issued by various state and local governments.
Intermediate - term
bond funds invest primarily in corporate and other investment - grade U.S. fixed - income securities and tend to have average effective maturities of four to ten years.
Intermediate - term
bond funds invest primarily in corporate and other investment - grade U.S. fixed - income securities and tend to have...
This is because
bond funds invest in a variety of individual bonds, which are collectively designed to provide potential income continuity to the fund.
World
bond funds invest 40 % or more of their assets in non-U.S. bonds.
Intermediate - term
bond funds invest primarily in corporate and other investment - grade U.S. fixed income securities in an effort to provide steady monthly income.
Inflation - protected
bond funds invest in government bonds and are routinely adjusted for inflation.
International
bond funds invest in a range of taxable bonds issued by foreign governments and corporations.
Government
bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed securities.
Bond Funds -
Bond funds invest in fixed income securities issued by companies or governments.
Muni
bond funds invest in debt issued by cities and other municipalities.
While most core
bond funds invest exclusively in U.S. fixed income, the Fund uses a core allocation to global government bonds that the portfolio managers believe are high - quality based on their proprietary research.
Bond funds invest in a range of bonds with a variety of terms to help provide diversification.
Not all municipal
bond funds invest in bonds that are free from the Alternative Minimum Tax (AMT).
State municipal
bond funds invest only in municipal bonds from a specific state.
Municipal
Bond Funds invest primarily in municipal bonds which are debt issued by state governments, local governments, and government agencies such as a port authority or water board.
As their title suggests National Municipal
Bond funds invest in municipal bond issues from all over the country.
Global
bond funds invest in a wide variety of bonds issued by various public and private entities around the world, including sovereign governments, international agencies, state and local authorities, and private corporations.
Government
bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed securities.
Whether the fund's mandate is broad or narrow,
bond funds invest in many different securities — often buying and selling according to market conditions and rarely holding bonds until maturity — so it's an easier way to achieve diversification even with a small investment.
Municipal
bond funds invest in municipal bonds issued by various state and local governments.
In addition,
bond funds investing in longer - term securities carry higher levels of interest rate risk.
While these fees are much lower than those of mutual funds, you could technically avoid those fees by going out and buying all the individual stocks or
bonds the fund invests in.
While these fees are much lower than those of active funds, you could technically avoid those fees too by going out and buying all the individual stocks or
bonds the fund invests in.
If the yields on either the 10 - year or the 20 - year bonds were to rise modestly — say, to 3.5 % for the 10 - year, and the 30 - year to 4 % — the market value of the bonds (or of
bond funds investing in long - term Treasuries) would decline by 20 % to 30 %.
Permanent loss of capital via
bond fund investing.
Not exact matches
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.
New
bond investors would probably demand a higher return to compensate for the added costs of
investing in
bond funds.
In order to
invest those
funds into stocks, Social Security would have to redeem those
bonds for cash.
Under current law, the assets in the Social Security trust
fund are
invested in Treasury
bonds, notes and bills.
Target date
funds, also known as lifecycle
funds, blend mutual
funds that
invest in stocks,
bonds, and cash, shifting the mix based on investors» expected retirement dates.
The
funds invest in stocks,
bonds and cash in proportions appropriate to an investor's age.
Stocks /
funds that
invested in municipal
bonds in Texas were getting destroyed.
But I would look into stocks that are called «closed - end
funds» that
invest only in municipal
bonds.
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.
And in those accounts you're probably
investing in all kinds of different things because you can choose from thousands of different stocks,
bonds, mutual
funds, index
funds, REITs, MLPs, and so on.
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.
«We did the RRSP thing,» she explains, meaning
investing in the usual stocks,
bonds and mutual
funds for retirement.
Ms. Jones suggests sticking with floating - rate
funds that
invest in high - quality
bonds, such as the iShares Floating Rate
Bond E.T.F..
His expectation is that the overall volatility of a portfolio 30 percent in short - term
bonds and 70 percent in stocks is going to be on par with one that is 40 percent
invested in a
fund tracking the Bloomberg Barclays U.S. Aggregate index and 60 percent in stocks.
According to Morningstar Direct, $ 59 billion is
invested in long - term
bond funds and exchange - traded
funds (defined as portfolios with average durations above six years).
«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.»
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.
Adams: Once you've accomplished those three immediate goals and have extra
funds to
invest, I think you should buy municipal
bonds.