Sentences with phrase «credit quality of this portfolio»

Ratings by S&P and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

Though the Near - Term Tax Free Fund seeks minimal fluctuations in share price, it is subject to the risk that the credit quality of a portfolio holding could decline, as well as risk related to changes in the economic conditions of a state, region or issuer.

Ratings by S&P, Moody's, and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

As you pick among them, pay attention not only to fund costs, but also to the credit quality of the portfolio.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

«Overall, we remain comfortable with our residential mortgage portfolio, given our clients ability to repay, and the underlying credit quality of this portfolio.»

I sold my entire year's quota in the next six months, and the investment department upgraded the credit quality of the portfolio as rates rose.

Not exact matches

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

In terms of credit card performance, the strength of our risk management capabilities and the quality of our portfolio resulted in new historic lows for the 30 plus delinquency and net chargeoff rates... The 30 - plus [day] delinquency rate fell below 2 %, and our 90 - plus [day] delinquency rate fell to below 1 %.

«These adverse effects would weaken the credit quality of bank's loan portfolios and could lead to tighter lending conditions for households and businesses.

The fund can purchase securities of any credit quality, including those in default, but it will primarily invest in investment - grade debt, with no more than 20 % of the portfolio invested in junk bonds.

There could be more pain in other sectors of the bond market based on credit quality and maturity, but the point is that bonds were never meant to be long - term return enhancers for your portfolio.

UK government bonds are the highest credit quality security in the country, and this leg of your portfolio aims to give you security, not returns.

Although credit quality outside of CWB's portfolio of oil and gas loans remained stable, higher provisions for credit losses resulted from losses recorded against oil and gas loans.

The investor should note that vehicles that invest in lower - rated debt securities (commonly referred to as junk bonds) involve additional risks because of the lower credit quality of the securities in the portfolio.

The transactions put Popular in position to take part in the consolidation of the Puerto Rico banking market and chart a path that would improve the overall credit quality of its loan portfolio.

We would recommend retail investors to avoid credit opportunity funds despite their seemingly higher return as well as advise investors to check the portfolio credit quality of other categories of funds also.

The credit quality of securities in the Fund's portfolio is derived from Moody's and Standard and Poor's.

Currently, our debt portfolio is invested in the highest credit quality assets encompassing securities issued by AAA rated companies and Government of India securities.

Adding a high quality, 100 % investment grade, sleeve such as the S&P U.S. High Quality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market sequality, 100 % investment grade, sleeve such as the S&P U.S. High Quality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market seQuality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market sequality which may mitigate the impact of a market sell off.

Credit quality includes the fixed - income portion of the portfolio.

As we mentioned in a previous shareholder letter, Jason Zweig, the noted Wall Street Journal columnist and author of Your Money and Your Brain (2007), credited much of the investment success of value investors such as Warren Buffett (Trades, Portfolio) and Benjamin Graham to being «inversely emotional,» i.e., sharing a quality that goes beyond calm, «a certain imperturbability or implacability.»

The expected returns of for bonds may force you to rethink your portfolio and consider fixed income exposure from more regions and credit qualities.

The credit quality of the investments in the Fund's portfolio does not apply to the stability or safety of the Fund.

In the years since, the bank has increased its Tier 1 capital reserves, maintained the high credit quality of its debt portfolio and grown both shareholder equity and EPS every year.

U.S. Bank came through the financial crisis in much better shape than most banks, thanks to good management and the high average credit quality of its loan portfolio.

Seeks opportunities to benefit from improving credit quality and spread compression in a diversified portfolio of US Dollar sovereign and quasi-sovereign bonds, supplemented with carefully chosen corporate issues.

«We continued to be very pleased with the credit profile and quality of our uninsured mortgage portfolio,» Dottori - Attanasio told analysts during the conference call.

At the root of these declining program expenses has been the turnaround in the credit quality of the FHA's portfolio.

Therefore, Cerulli says, within the context of high - quality fixed - income portfolios, insurers will «generally try to add credit risk on the margin, taking advantage of an individual credit falling a notch or two either within the investment - grade universe, or into the upper reaches of high - yield / non-investment-grade spectrum.»

The problem books (FY 2005 to FY 2008) with the worst - performing loans are now less than 5 % of the FHA's portfolio and the loans insured since 2009, which now comprise 90 % of the portfolio, are performing better than expected with arguably the best credit quality in 40 - plus years.

All of the leading bank card issuers reported continued improvement in key credit quality metrics for their credit card portfolios in 1Q11, as seen in the following charts.

These findings confirm that credit spread and low volatility factors can effectively explain portfolio return and volatility and present the necessity of applying factors while taking duration and quality into consideration.

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

Seeks to generate higher levels of income by having the flexibility to invest a portion of the portfolio in lower credit quality investment - grade bonds2

The inclusion of lower credit quality investment grade bonds may introduce additional risk for the portfolio.

MBIA uses both an internally developed credit rating system as well as third - party rating sources in the analysis of credit quality measures of its insured portfolio.

CREDIT QUALITY Financial guarantee insurance companies use a variety of approaches to assess the underlying credit risk profile of their insured portfCREDIT QUALITY Financial guarantee insurance companies use a variety of approaches to assess the underlying credit risk profile of their insured portfcredit risk profile of their insured portfolios.

The basis point change presented in the preceding table, however, represents a fixed basis point change in reference obligation credit spreads across all credit quality rating categories and asset classes and, therefore, the actual impact of spread changes would vary from this presentation depending on the credit rating and distribution across asset classes, both of which will adjust over time depending on new business written and runoff of the existing portfolio.

When an education lender seeks to improve the quality of its loan portfolio, it may want to discriminate on the basis of the borrower's credit score or attendance at a particular educational institution or type of educational institution (e.g., based on the institution's cohort default rate or the institution's graduation rate).

Because a retail credit portfolio generally consists of a large number of relatively small - balance loans, evaluating the quality of the retail credit portfolio on a loan - by - loan basis is inefficient and burdensome for the institution being examined and for examiners.

Our portfolio of carbon offset projects focuses on high quality using Certified Emission Reductions (CERs), Gold Standard CERs, Gold Standard Verified Emission Reductions (VERs) and Verified Carbon Standard (VCS) certified credits.

Objectively assess the assigned segment (s) of the US wholesale loan portfolio including quantity of credit risk, quality of credit risk management, and...

Handled credit quality by supervising loan portfolio monitoring to ensure timely recognition and management of changes in asset quality and collateral.

Our portfolio is mainly comprised of multi-tenant, Class A office properties located in dense, urban areas or central business districts, mixed - use retail or grocery - anchored centers in high barrier - to - entry locations featuring credit - quality anchors, as well as Class A multifamily properties, including student housing assets, strategically positioned in our target markets and in high - demand locations.

«This new line of credit reinforces the strength of our investment strategy and provides us with an expanded capital platform to build upon our existing portfolio and support the next phase of the company's growth as an investor in high quality, net leased commercial real estate,» said Chambers Street President and CEO Jack A. Cuneo in a statement.

We believe the execution of this loan reflects both the quality of our balance sheet as well as the strength of our strong credit single - tenant, net lease commercial portfolio.»