Not exact matches
So in addition, the Fund periodically hedges its exposure to those market
fluctuations, based primarily
on the status of valuations and market action (
price behavior, trading volume, breadth, industry action, and other asset types such as
bonds, commodities, and so forth).
Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 %
on the basis of
bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
For now, the Strategic Total Return Fund continues to carry a limited duration of about 2 years (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 2 %
on the basis of
bond price fluctuations), mostly in Treasury Inflation Protected Securities.
Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis point move in interest rates would be expected to impact Fund value by about 3 %
on the basis of
bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
The
price of a fund's shares and the cash flows you receive will depend
on the
bond market's
fluctuations — which are influenced by changes in interest rates — and, of course, the manager's skill.
Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 %
on the basis of
bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Bond prices go up and down depending
on interest rate changes and
fluctuations in credit quality.
Strategic Total Return carries a duration of about 3.5 years, meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3.5 %
on the basis of
bond price fluctuations, about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Strategic Total Return has a duration of about 3 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3 %
on the basis of
bond price fluctuations), just over 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Strategic Total Return continues to carry a duration of about 3 years (meaning that a 100 basis point move in
bond yields would be expected to impact the Fund by about 3 %
on the basis of
bond price fluctuations), with about 10 % of assets in precious metals shares, and a few percent of assets in utility shares.
On the one hand, the return on investment is much different than with stocks or bonds and the fluctuation of commodity prices can be affected by things like supply and demand, inflation, and the condition of the economy as a whol
On the one hand, the return
on investment is much different than with stocks or bonds and the fluctuation of commodity prices can be affected by things like supply and demand, inflation, and the condition of the economy as a whol
on investment is much different than with stocks or
bonds and the
fluctuation of commodity
prices can be affected by things like supply and demand, inflation, and the condition of the economy as a whole.