Sentences with phrase «core bond fund»

To be sure, the typical core bond fund sports a duration of around five years.

One important aspect of core bond funds — their relatively short 5.5 - year average duration — should prevent big losses.

Most core bond funds have a high percentage of their assets invested in agency mortgage backed securities.

This is the lowest core bond fund expense ratio that we are aware of.

Unsurprisingly, money moved out of core bond funds in 2013 (after people got whacked on rates) and into unconstrained funds, which theoretically shield you from higher rates.

Vanguard filed a registration statement with the U.S. Securities and Exchange Commission (SEC) for Vanguard Core Bond Fund, a new actively managed fixed - income offering.

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.

If your goal is to help protect against stock market downturns: Consider investment - grade, intermediate - term bond funds (also known as core bond funds) or ETFs.

For example, core bond funds with long durations did relatively well in 2014, to a large extent because interest rates fell.

Mary Kane, Partner and Portfolio Manager at GW&K Investment Management provides an overview of the AMG GW&K Core Bond Fund.

Investors may want to think about taking a percentage of their U.S. core bond fund exposure and allocating it to a hedged international bond market index fund, such as the iShares Core International Aggregate Bond ETF (IAGG).

Investors may want to think about taking a percentage of their U.S. core bond fund exposure and allocating it to a hedged international bond market index fund, such as the iShares Core International Aggregate Bond ETF (IAGG).

Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit...

Of course you could always earn more with funds like the Oppenheimer Core Bond Fund which Morningstar shows as having an 8.38 percent trailing annual return.

Who are core bond funds right for?

See our favorite core bond funds.

Touchstone Core Bond Fund has been renamed Touchstone Active Bond Fund (TOBAX).

Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum investing specialist Trendrating.

In another odd development, the Board of Trustees of the Value Line Core Bond Fund (VAGIX) approved a 3:1 reverse stock split on or about October 17, 2014.

Acquires ten funds from FBR Fund Advisers, Inc., merging three into existing Hennessy Funds and adding seven new funds to the Hennessy line - up (the Hennessy Core Bond Fund is now closed).

GW&K Enhanced Core Bond Fund has a Fixed Income objective, seeking to achieve a high level of current income.

Vanguard unveiled the new Vanguard Core Bond Fund, an actively managed fixed income offering, available to investors at a cost of 0.25 % and 0.15 % on Investor Shares and Admiral Shares, respectively.

Today, with the average yield below 3 %, that 1 % increase would create a negative return of -3.41 % on a typical core bond fund.

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.

Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit outside the benchmark.

GW&K Core Bond Fund has a Fixed Income objective, seeking to achieve a high level of current income.

Still, core bond funds» struggles have been unsettling.

One caveat: TIPS are about twice as volatile as a core bond fund, so limit your investment to just 10 % or so of your core bonds.

While core funds are more at risk than shorter - dated bonds, «a core bond fund can still play a very constructive role in a diversified portfolio,» says Toms.

For a core bond fund, the typical benchmark is the Barclays (formerly Lehman) Aggregate Index.

Mr. Rieder is the lead portfolio manager of BlackRock's Multi-sector funds including Strategic Income Opportunities Fund (BSIIX), Total Return Fund (MAHQX), Core Bond Fund (BFMCX) and also the Strategic Global Bond Fund (MAWIX).

Core bond funds that invest in high - quality United States securities may not produce world - beating returns, but they are not likely to lose much, either.

That translates to a 5.5 percent price decline for a core bond fund with a 5.5 - year duration if rates were to rise one percentage point.

A core bond fund should be composed of a diversified portfolio of investment grade bonds and have an intermediate term duration.

If you have a strong view that interest rates are headed lower, you might consider taking a portion of the funds allocated to your core bond fund, and re-allocating them to a fund which reflects your interest rate expectations.

For lower income investors without a market view, 100 % of their bond fund allocation could be made to a core bond fund.

High net worth investors may only have a small portion of their funds invested in a core bond fund and opt for more tax efficient options like municipal bond funds instead.

Every investor should have at least a portion of their portfolio invested in a core bond fund.

That's less than the 12.2 percent the city could have earned — another $ 1.9 billion — if it invested the money in reliable, low - cost S&P 500 Index and Core Bond funds and avoided risky, expensive hedge funds, private equity and real - estate investments.

Back in 1980, an investor would have still seen a return greater than 8 % over the following 12 months because the average yield on a core bond fund was more than 13 %.

At the same time, they've dropped fees on their Core Bond Fund (VAGIX) by two basis points (woo hoo!).