Sentences with phrase «core bond strategy»

Janus Flexible Bond Fund, a core bond strategy, saw $ 821 million of deposits in the month, pushing assets to $ 8.4 billion.

All investment strategies, including Fidelity's Core Bond Strategy, involve the risk of loss of a portion of or all assets.

Not exact matches

For core fixed income strategies, 97 % recommend a core or core plus strategy, followed by 56 % of consultants recommending a foreign or global strategy and 50 % for Income / Multi-sector bond.

The Vident Core U.S. Bond Strategy ETF (VBND) lowered its expense ratio from 0.48 % to 0.43 %, while the Vident Core U.S. Equity Fund (VUSE) reduced its expense ratio from 0.55 % to 0.50 % and the Vident International Equity Fund (VIDI) lowered its expense ratio from 0.68 % to 0.61 %.

Fidelity ® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity ® Equity - Income Strategy, the Fidelity ® Tax - Managed U.S. Equity Index Strategy, the Fidelity ® Intermediate Municipal Strategy, and the Fidelity Core ® Bond Strategy.

Scott Mather, CIO U.S. core strategies, Joachim Fels, global economic advisor, and Olivia Albrecht, fixed income strategist, discuss PIMCO's view on the stock / bond relationship, value in U.S. assets, the Fed's inflation target and rising rates in 2018.

The strategies they want us to use include number bonds and more of the common core / Singapore math.

Jeffrey Gundlach, CEO of DoubleLine discusses the AMG DoubleLine Core Plus Bond Fund's investment strategy, risk management process and how this Fund is designed to seek outperformance.

As chair, Mike is responsible for setting aggregate risk levels and investment strategy in Core Bond, Intermediate Bond, Core Bond Plus, Long Bond, and Crossover portfolios.

Kathleen Gaffney is a vice president of Eaton Vance Management, director of diversified fixed income and lead portfolio manager for Eaton Vance's multisector bond and core plus bond strategies.

Intermediate strategies are generally the core bond position offering a balance between higher yields in exchange for more interest rate risk.

From a portfolio perspective, municipal bonds can serve as the core of an income strategy, or in a risk - reduction capacity in an equity - heavy portfolio.

The strategies developed by the group help shape portfolio positioning for dedicated US Corporate Bond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolBond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolbond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolBond Plus, Core Bond, Long, and Intermediate Bond portfolBond, Long, and Intermediate Bond portfolBond portfolios.

As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios.

The core - satellite strategy also allows for potentially greater diversification by adding asset classes, such as preferred stocks or commodities, that may not appear in traditional stock or bond indices.

He also leads the specialist team responsible for the development of sector rotation strategy that is utilized in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios.

However, if the aim is for regular income then perhaps the «core» strategies could include large - cap high dividend yield stocks, bonds (corporate and government), listed real estate investment trusts that pay good quarterly dividends, high yield ETFs or even unlisted commercial property.

The Arrow Dynamic Income Fund's returns are derived from three core portfolio strategies across distinct market segments: high yield, credit default, and long — term bonds.

Core Competencies Interprets Stock Market Trends • Establish Client Trust / Loyalty • Recognize Wealth Transfer Opportunities Networking / Lead Generation • Processes / Procedures • Communications • Retirement Plan Solutions Optimize Portfolio Performance • Market Trends • Forecasting • Recommend Investment Solutions Operations Improvement Strategies • Analysis & Planning • Bonds / Stocks / Mutual Funds / Options