Sentences with phrase «corporate bond equivalents»

However, looking at it from the perspective of Taxable Equivalent Yield (TEY) municipal bonds are currently at higher yields than their corporate bond equivalents.

Not exact matches

According to preliminary statistics, the aggregate financing to the real economy (AFRE)... was RMB 19.44 trillion in 2017... Specifically, RMB loans to real economy registered an increase of RMB 13.84 trillion... foreign currency - denominated loans (RMB equivalent)... recorded an increase of RMB 1.8 billion... entrusted loans registered an increase of RMB 777 billion... trust loans registered an increase of RMB 2.26 trillion... undiscounted bankers» acceptances recorded an increase of RMB 536.4 billion... net financing of corporate bonds stood at RMB 449.5 billion... equity financing on the domestic stock market by non-financial enterprises registered RMB 873.4 billion...

Converting this to a TEB (Taxable Equivalent Basis) a non-IL resident in the top tax bracket would need to invest in a corporate bond yielding 7.6 % to match.

All the corporate bonds in the portfolio are investment grade, rated BBB or better by DBRS or equivalent.

Meanwhile, taxable equivalent yields of the non-callable municipal bonds in that maturity range remain significantly higher and more in line with U.S. corporate bonds.

At that point the 3 % municipal bond has a taxable equivalent yield of 4.62 %, slightly higher than the corporate bond.

At the time I am writing, investment grade corporate bonds (ten years) yield 3.3 % and the equivalent Treasury note is under 2.2 %.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

Since corporate bonds are riskier than government bonds, these funds are not equivalent.

If an investor is in this bracket, muni bonds offer a much higher tax - equivalent yield than corporate bonds, 3.5 % compared to 2.8 %.

The index is comprised of (a) long positions in USD - denominated high yield corporate bonds («high yield bonds») and (b) short positions in U.S. Treasury notes or bonds («Treasury Securities») of, in aggregate, approximate equivalent duration.

The equivalent positions in the iShares 1 - 3 Year Treasury Bond ETF (SHY) and iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 5.4 %) represented the fixed - income holdings of the fund.

Corporate Profits & ETFs, ETFs & Yield, The Fed & ETFs, ETFs & GDP Growth, The MASH Index & ETFs, US Treasury Bond ETFs, Gold ETFs, ETFs & Cash Equivalents Please click here to listen to the show.

Corporate Profits & ETFs, ETFs & Yield, The Fed & ETFs, ETFs & GDP Growth, The MASH Index & ETFs, US Treasury Bond ETFs, Gold ETFs, ETFs & Cash Equivalents

The Fund pursues its investment objective by investing primarily in fixed income securities, such as U.S. Treasury bonds, notes and bills, Treasury inflation - protected securities, U.S. Treasury Strips, U.S. Government agency securities (primarily mortgage - backed securities), and investment grade corporate debt rated BBB or higher by Standard & Poor's Global Ratings or Baa or higher by Moody's Investors Service, Inc., or having an equivalent rating from another independent rating organization.

In fact a two - stage shift is common, first into corporate bonds then gilts, as a UK example (gilts are the U.K. equivalent of U.S. Treasury securities).

As an example, of Apple's $ 268 billion in cash, cash equivalents and marketable securities at September 30, 2017, $ 55 billion consisted of US Treasuries, $ 153 billion of corporate bonds and $ 22 billion in mortgage and asset backed securities.

As it implies, laddering refers to buying various increasing maturities of equivalent - value certificates of deposit (CDs) or investment grade corporate bonds.

A related equivalent position in LQD (iShares Investment Grade Corporate Bond ETF) also illustrates cash - similar instruments held in this equity fund.

The fund had just three equivalent positions: in the SPDR ® Bloomberg Barclays Short Term Corporate Bond ETF (SCPB), SPDR ® Bloomberg Barclays Convertible Securities ETF (CWB) and iShares Select Dividend ETF (DVY).

Pricing is likely to be somewhere between a comparable corporate bond and the tax - equivalent yield of a municipal bond.

The fund had just four equivalent positions: in the SPDR ® Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN), Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH), iShares U.S. Preferred Stock ETF (PFF), and First Trust Materials AlphaDEX ® Fund (FXZ).

The investment - grade issues in the S&P National AMT - Free Municipal Bond Index have a tax - equivalent yield of 3.36 %, which is superior to the S&P U.S. Issued Investment Grade Corporate Bond Index yield of 3.13 %.

The fund had major equivalent positions in the Vanguard Mortgage - Backed Securities ETF (VMBS), SPDR ® Barclays Intermediate Term Corporate Bond ETF (ITR), iShares Intermediate Credit Bond ETF (CIU), Vanguard Intermediate - Term Corporate Bond ETF (VCIT), Schwab U.S. Aggregate Bond ETF ™ (SCHZ), and PIMCO 0 - 5 Year High Yield Corporate Bond Index ETF (HYS).

You can check a company's default risk by looking at its bond ratings, which is the equivalent of a credit report for corporate bonds.

1 Collateralized Loan Obligations, Cash Equivalents and Other, Bank Loans, Foreign Government Bonds, Municipal Bonds, U.S. Govt Agency and Foreign Corporate Bonds.

Municipal bonds are not taxable by the federal government (some might be subject to AMT) and so don't have to pay as much interest as equivalent corporate bonds.

The raw yield statistics can be misleading when considering tax implications, where the S&P Municipal Bond High Yield Index has a tax equivalent yield of 9.86 %, far superior to its corporate bond counterpart of 5.2Bond High Yield Index has a tax equivalent yield of 9.86 %, far superior to its corporate bond counterpart of 5.2bond counterpart of 5.26 %.

The fund had top equivalent positions in the iShares Europe ETF (IEV; average weight of 23.4 %), iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 16.6 %), iShares MSCI Germany ETF (EWG; 15.9 %), iShares MSCI Japan ETF (EWJ; 14.4 %), iShares MSCI United Kingdom ETF (EWU; 7.0 %), and SPDR ® EURO STOXX 50 ® ETF (FEZ; 5.8 %).

Corporate Debt & ETFs, ETFs & Stock Valuations, ETF Allocations, Large Cap Stock ETFs, Investment Grade Bond ETFs, Cash Equivalents & ETFs Click here to listen to the show

The index is comprised of (a) long positions in USD - denominated investment grade corporate bonds issued by both U.S. and foreign domiciled companies; and (b) short positions in U.S. Treasury notes or bonds («Treasury Securities») of, in aggregate, approximate equivalent duration to the investment grade bonds.