Sentences with phrase «bond price fluctuations»

Strategic Total Return continues to carry a duration of about 3 years (meaning that a 100 basis point move in bond yields would be expected to impact the Fund by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and a few percent of assets in utility shares.
Strategic Total Return has a duration of about 3 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3 % on the basis of bond price fluctuations), just over 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Strategic Total Return carries a duration of about 3.5 years, meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3.5 % on the basis of bond price fluctuations, about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis point move in interest rates would be expected to impact Fund value by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
For now, the Strategic Total Return Fund continues to carry a limited duration of about 2 years (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 2 % on the basis of bond price fluctuations), mostly in Treasury Inflation Protected Securities.
Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 % on the basis of bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

Not exact matches

Pension funds are in bonds for the long haul, and aren't swayed by weekly or monthly price fluctuations.
A generous back - of - the - envelope estimate is that Hugh Hefner is worth $ 26 million, not accounting for price fluctuations in Hefner's stock market and bond investments.
Of course, if you hold individual bonds to maturity, you may be able to ride out price fluctuations, knowing that as long as the bond issuer doesn't default, you will get your principal back at maturity and interest payments along the way.
So in addition, the Fund periodically hedges its exposure to those market fluctuations, based primarily on the status of valuations and market action (price behavior, trading volume, breadth, industry action, and other asset types such as bonds, commodities, and so forth).
Bond prices fall when rates rise, but short - term munis are less sensitive to rate fluctuations than longer - term bonds.
While holding investment bonds that may have very little change in price can help address market fluctuation anxiety, there is still a big risk related to inflation.
Even though the price of bonds do change, historically those fluctuations are WAY smaller than fluctuations in stock prices.
Currency impact can be managed by hedging local currencies back into U.S. dollar, allowing investors to potentially earn local market yields and take advantage of potential local bond price appreciation, with less currency fluctuations.
But the thing you need to understand about bonds they are relatively stable, but you will see fluctuations in prices.
They offer higher yields than interest bearing cash accounts while still offering some safety, since they mature within shorter time periods relative to other bond variants, and have prices that are less affected by interest rate fluctuations.
The price of a fund's shares and the cash flows you receive will depend on the bond market's fluctuations — which are influenced by changes in interest rates — and, of course, the manager's skill.
But if you have a bond ETF, the dynamic changes: The nature of this investment allows you to see price fluctuations intraday.
In general, stocks are subject to greater price fluctuations and volatility than bonds and can decline significantly in value in response to adverse issuer, political, regulatory, market, or economic developments.
Bond prices go up and down depending on interest rate changes and fluctuations in credit quality.
In fact, I'd argue that the ability to see your daily price fluctuations in bond funds significantly increases the behaviorally induced risk of short - termism in bonds.
Of course, if you hold individual bonds to maturity, you may be able to ride out price fluctuations, knowing that as long as the bond issuer doesn't default, you will get your principal back at maturity and interest payments along the way.
However, investors in any bond fund should anticipate fluctuations in price, especially for longer - term issues and in environments of rising interest rates.
Volatility While preferreds are interest rate sensitive, they are not as price sensitive to interest rate fluctuations as bonds.
The bond yield also influences the fluctuations in bond pricing.
But sometimes market fluctuations create opportunities by causing temporary price discrepancies between bonds of equal ratings.
The Bond Investment Grade also affects the fluctuations in the bond pricBond Investment Grade also affects the fluctuations in the bond pricbond pricing.
Bonds and bond funds are fixed - income investments, but their duration, combined with changes to interest rates, can lead to price fluctuations.
Which is why you see the daily fluctuations in the price - yield relationship of bonds as interest rates move.
Interest rate risk is the risk that fluctuations in interest rates will affect the price of a bond.
On the one hand, the return on investment is much different than with stocks or bonds and the fluctuation of commodity prices can be affected by things like supply and demand, inflation, and the condition of the economy as a whole.
Similarly, if you want to minimize the price fluctuation risks, you can hold individual bonds to maturity, at which time you are repaid the face value of the bond.
Government bonds and corporate bonds have more moderate short - term price fluctuation than stocks but provide lower potential long - term returns.
In general, the longer a bond's maturity, the more vulnerable its price is to interest rate fluctuations.
Specifically, while a control experiment (discussed in greater detail below) paid 2.5 percent annual interest, the ethereum bond is expected to offer annual interest of about 10 percent to help offset the perceived risk of using a cryptocurrency prone to rapid price fluctuations.
Specifically, while a control experiment (discussed in greater detail below) payed 2.5 percent annual interest, the ethereum bond is expected to offer annual interest of about 10 percent to help offset the perceived risk of using a cryptocurrency prone to rapid price fluctuations.
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