Sentences with phrase «corporate bond funds with»

To do that, you need to look at corporate bond funds with a similar duration, which is a measure of sensitivity to interest rate risk.

Not exact matches

In this regard, our surveillance has been closely monitoring for any signs of liquidity strains associated with the recent increases in spreads for high - yield corporate bonds, as well as for idiosyncratic events affecting particular funds in this segment, such as the events surrounding the abrupt closing of Third Avenue Management's Focused Credit Fund last December.

In most other countries with which we normally like to compare our financial markets, the corporate sector makes greater use of bond funding.

This process is similar to the approach that many active mutual fund managers take with credit research on corporate bonds.

In the old days of bond investing, you would pick a bond fund with a narrowly defined mandate, like «medium - term corporates,» and the bond manager would spend his life trying to outperform the stated benchmark.

Both funds spread your investments out among corporate bonds and U.S. government bonds with various maturities.

With bond markets increasingly pricing in higher odds that the Federal Reserve will boost interest rates, it is not surprising that investors are departing corporate bond exchange - traded funds this quarter.

This could possibly lead to a revived domestic corporate bond market, with institutions such as superannuation funds holding a lot of the private long term bonds.

There are various ways to participate in the Junk Bond rally that is just underway - from purchasing individual corporate bonds to diversifying risk with double - digit yielding Bond ETFs, Mutual Funds and individual corporate paper.

The main benefit of investing through peer - to - peer lending platforms, as opposed to investing in traditional fixed income securities such as government bonds, corporate bonds, and bond funds, is that peer - to - peer loans have a low correlation with stocks and bonds, which make them a great diversifier for your investment portfolio.

It is diversified with energy, financial services, telcos, power generators, pipelines, several profitable large cap U.S. stocks, excellent corporate bonds and a good fixed income mutual fund.

This new ETF is the only corporate bond fund1 — mutual fund or ETF — in the U.S. with substantially all of its assets rated AAA.2 COBO lists on NYSE Arca today.

The risk taken with a portfolio split 50/50 between stocks and a money market fund is miles from one split between stocks and high yield corporate bonds.

Debt mutual funds mainly invest in fixed income securities like Treasury Bills, Government securities, corporate bonds, and other debt securities with different maturities.

A low fee, broad market exchange traded fund for the U.S. economy as a whole, a global ETF and a Canadian broad ETF equally weighted to reduce concentration in banks and energy, and a 5 to 10 year corporate bond ladder would add diversification with dividends from stocks and interest from bonds and produce a more secure portfolio.

With that in mind, did the Mackenzie Sentinel Corporate Bond Fund add value?

And second, if you do hold corporate bonds, a single fund such as CBO or XCB will be more manageable and less expensive in the long run than building a ladder with these ETFs.

Pursuing income with an all - weather bond portfolioDiverse opportunities: The fund invests across all sectors of the U.S. bond market, including mortgage - backed, corporate, and government bonds.A flexible strategy: The portfolio managers pursue an attractive level of income, adjusting the portfolio to favor attractive sectors as interest rates and market conditions change.Leading research: The managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a competitive portfolio.

@Jerry, I agree that today the main risk in bonds is duration risk (AKA interest - rate risk)-- last weekend's Barron's has an interview with the UBS Wealth Management top managers pointing out this means convincing investors to switch from Treasuries and investment - grade corporates to well - selected junk (HYLD is a jewel there — DO N'T go for index funds in bonds, very differently from ones in stocks they make no sense... where's the sense in wanting to lend more to companies which are more indebted?!

People who are more comfortable with investing might choose to further diversify with a small - cap fund, corporate bond fund and international fund.

The debt portfolio of the fund consists of high quality corporate bonds and G - secs with more than 80 % investment in AAA rated securities and rest in AA rated.

A conservative fund that blends dividend - paying stocks with investment - grade corporate bonds.

It is diversified with energy, financial services, telcos, power generators, pipelines, several profitable large cap U.S. stocks, excellent corporate bonds and a good fixed income mutual fund.

Broadly diversified in nearly 300 bonds per fund and with expense ratios of.24 %, BulletShares are an excellent way to hold a broad base of corporate bonds.

Rather than pursue cross-over corporates or high - yield or even long - term investment grade corporates, we have stayed near the middle of the curve with funds like: (1) SPDR Nuveen Muni (TFI), (2) Vanguard Total Bond (BND), (3) iShares 7 - 10 Year Treasury (IEF) and (4) iShares 3 - 7 Year Treasury (IEI).

Just don't confuse individual bonds with bond funds: individual bonds come with the maturity date, so if the interest rise (or fear) and values of ALL corporate and municipal bonds drops, if you have individual bonds you can just wait to maturity and still get your money.

Through its investment in Vanguard Total International Bond Index Fund, the Portfolio also indirectly invests in government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

It's a plain - vanilla bond fund tracking the same index as before, with a fixed target of 60 % government and 40 % corporate bonds, all investment grade.

Also, don't forget that a variety of alternative things exist that you can buy from a broker, such as an S&P 500 index fund or exchange - traded corporate bond fund; these will earn you some reward over time with significantly less risk.

How to do it: Some of the best short - term bond funds are iBoxx $ Investment Grade Corporate Bond Fund (LQD), which is a highly - liquid ETF filled to the brim with high - quality debt issbond funds are iBoxx $ Investment Grade Corporate Bond Fund (LQD), which is a highly - liquid ETF filled to the brim with high - quality debt issBond Fund (LQD), which is a highly - liquid ETF filled to the brim with high - quality debt issues.

Because of this high minimum on individual corporate bonds and the difficulty to diversify with individual bonds, investors have been using bond ETFs and mutual funds.

The new fund seeks to track the Bloomberg Barclays U.S. Corporate Bond Index and trades on the NASDAQ stock exchange with an expense ratio of 0.07 %.

The trading left the fund with a slightly higher percentage of holdings in less liquid assets, such as corporate bonds, bank loans and asset - backed debt.

The Risks of Go - Anywhere Bond Funds Most unconstrained bond funds replace interest - rate risk with corporate credit risk, which can make their portfolios behave more like stoBond Funds Most unconstrained bond funds replace interest - rate risk with corporate credit risk, which can make their portfolios behave more like stFunds Most unconstrained bond funds replace interest - rate risk with corporate credit risk, which can make their portfolios behave more like stobond funds replace interest - rate risk with corporate credit risk, which can make their portfolios behave more like stfunds replace interest - rate risk with corporate credit risk, which can make their portfolios behave more like stocks.

With a portfolio composed of investment - grade debt from corporate, sovereign and supranational issuers with three - year maximum maturities, the iShares 1 - 3 Year Credit Bond ETF (NYSEARCA: CSJ) aims to offer a higher distribution yield than comparable all - Treasury funds, but it does have a marginally higher credit rWith a portfolio composed of investment - grade debt from corporate, sovereign and supranational issuers with three - year maximum maturities, the iShares 1 - 3 Year Credit Bond ETF (NYSEARCA: CSJ) aims to offer a higher distribution yield than comparable all - Treasury funds, but it does have a marginally higher credit rwith three - year maximum maturities, the iShares 1 - 3 Year Credit Bond ETF (NYSEARCA: CSJ) aims to offer a higher distribution yield than comparable all - Treasury funds, but it does have a marginally higher credit risk.

Even as junk bond yields fell into the 6 % range, investor demand for bonds held up well, and the SPDR Barclays High Yield Bond ETF (NYSEMKT: JNK) and iShares iBoxx HY Corporate Bond ETF (NYSEMKT: HYG) were among the best - performing funds with returns of around 11 % to 1bond yields fell into the 6 % range, investor demand for bonds held up well, and the SPDR Barclays High Yield Bond ETF (NYSEMKT: JNK) and iShares iBoxx HY Corporate Bond ETF (NYSEMKT: HYG) were among the best - performing funds with returns of around 11 % to 1Bond ETF (NYSEMKT: JNK) and iShares iBoxx HY Corporate Bond ETF (NYSEMKT: HYG) were among the best - performing funds with returns of around 11 % to 1Bond ETF (NYSEMKT: HYG) were among the best - performing funds with returns of around 11 % to 12 %.

Also, note the observation that the long - term Treasury fund, with no credit risk but large term risk, has a higher standard deviation of annual returns than does the high - yield corporate bond fund, which has significant credit risk but much less term risk.

I decided to write this article this night because I decided to run my bond momentum model — low and behold, it yelled at me that everyone is grabbing for yield through credit risk, predominantly corporate and emerging markets, with a special love for bank debt closed end funds.

Vanguard Group has a variety of low - cost corporate - bond mutual funds, both actively managed and indexed, that target securities with different maturities.

The iShares DEX All Corporate Bond Index Fund (TSX: XBC) as the name implies only holds corporate bonds: banks, telecom companies, along with some retailers and enerCorporate Bond Index Fund (TSX: XBC) as the name implies only holds corporate bonds: banks, telecom companies, along with some retailers and enercorporate bonds: banks, telecom companies, along with some retailers and energy names.

In total, they will be holding about 15 individual stocks, with a 10 % holding in a low - cost global mutual fund rounding out their equity holdings, and a 10 % holding in a corporate bond filling out their fixed income allocation.

The fund would also compete directly with the $ 38.6 billion iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), which covers the full maturity range of the U.S. corporate bond space and has an expense ratio oCorporate Bond ETF (LQD), which covers the full maturity range of the U.S. corporate bond space and has an expense ratio of 0.1Bond ETF (LQD), which covers the full maturity range of the U.S. corporate bond space and has an expense ratio ocorporate bond space and has an expense ratio of 0.1bond space and has an expense ratio of 0.15 %.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 ybond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

Through its ownership of Vanguard ® Total International Bond Index Fund, the Portfolio indirectly owns government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

With corporate bonds, you can moderate some of the higher default risks by investing in corporate bond funds, rather than trying to select individual and potentially more risky individual corporate bonds.

Less risky bond funds invest in corporate bonds while riskier endeavors toy with junk bond funds in an effort to elicit a higher return.

The fund enters into guaranteed investment contracts (GICs) with insurance companies which invest in government and corporate bonds and mortgages.

While investors can buy a fund with just short - term corporate bonds, but Swan suggests using floating rate corporate bonds as another option.

Matt Bartlett has joined existing manager David Prothro, a 25 - year Fidelity veteran, as co-manager of Fidelity Corporate Bond Fund (with retail and Advisor share classes), succeeding Mike Plage.