Sentences with phrase «for bond funds»

This is a problem for bond funds as well.

Note also that the average bond duration for these bond funds will influence their rates of portfolio turnover.

The same is true for bond funds, where the long bull market has created the impression that values can move only one way.

The figures are similar for international equity funds and for bond funds of all kinds.

The more interest rates rise, the worse it gets for a bond fund, but it doesn't get any worse for the CD.

The 30 - day annualized yield is a standard formula for all bond funds based on the yields of the bonds in the bond fund, averaged over the past 30 days.

It's been a long two months for bond fund investors.

The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed.

Their usefulness is entirely in the tax loss harvesting which is irrelevant in a tax - advantaged account and rare for a bond fund.

Bake in the fund fees, and include any premium or discount for the bond fund.

The global investment firm is one of the world's largest by assets under management, and is known for its bond funds, among other things.

There are also indexes that serve as benchmarks for bond funds, a variety of other investments, and investment strategies.

The 15 - year results for bond funds were somewhat more encouraging.

This graph shows green dots for index funds, red dots for bond funds, and blue dots for actively managed stock or stock / bond combination funds.

Regardless of which point of the economic cycle we are currently at, there are always opportunities for bond fund managers to make money from the asset class.

And some of the newer bond ETFs show signs of being real competitors for bond funds down the road.

First time homebuyers who qualify for bond funds may receive an even lower interest rate.

So while I bonds might not be a suitable replacement for your bond funds, they can definitely supplement your bond allocation here and there or serve as the perfect emergency fund.

As an example for bond fund i am getting monthly, so if i need to move my fund i can easily move.

Despite the expectation of safety, such a situation could actually result in some losses for a bond fund.

There are many ways that you can reduce the tax liability for bond funds that you own in taxable accounts.

I would think the same would be true for bond funds.

It is 1.35 % p.a for Top 300 fund, Equity Optimiser Fund, Equity Fund, Growth Fund, Pure Fund, Midcap Fund, 1.25 % p.a for Balanced Fund, 1 % p.a for Bond Fund, 0.50 % p.a for Discontinued Policy Fund.

For bond funds held at Fidelity, view the historical distributions for the prior months.

SEC yield: A standard yield calculation developed by the Securities and Exchange Commission for bond funds.

We have high yield dividend equities — this is unique to Rebalance IRA — that we use a proxy for a bond fund because interest rates are artificially manipulated by the government and kept artificially lower than they normally would have been if the market had set those rates by its own market forces.

Use the Bond Fund Income Illustrator chart to illustrate historical distributions and hypothetical future income for your bond fund portfolio — whether held by Fidelity, outside or hypothetical.

Use the Bond Fund Income Illustrator chart to illustrate historical distributions and hypothetical future income for your bond fund portfolio — whether held by Fidelity, outside or hypothetical.

The Interest Rate Sensitivity Illustrator for Bond Funds demonstrates how a 1 % move in interest rates could impact a fund's net asset value.

The Interest Rate Sensitivity Illustrator for Bond Funds demonstrates how a 1 % move in interest rates could impact a fund's net asset value.

Your selected method will be used for all bond funds in your portfolio — whether held at Fidelity, outside or hypothetical.

Your selected method will be used for all bond funds in your portfolio — whether held at Fidelity, outside or hypothetical.

She might buy an index fund that tracks the S&P 500 for her domestic fund, an index fund that includes stocks from all countries (except the U.S.) for her international fund and a fund that tracks the Barclays Capital U.S. Aggregate Bond Index for her bond fund.

SEC Yield is a standard measure for bond funds.

«So for bond funds that maintain consistent average maturity versus the index they're tracking, they have to sell bonds that appreciated in value.»

A standard yield calculation developed by the Securities and Exchange Comission for bond funds.

Secondly, the YTM for your bond fund is calculated on the fund's net asset value, not the current price of the ETF.

My last purchase was in February of 2009 except for a bond fund purchase a week ago.

All three of these cost evaluation studies about United States bond mutual funds clearly show that the more you pay for bond funds, the less you tend to get.

30 - day yield — The 30 - day yield is a standardized yield calculation for bond funds and this calculation is specified by the SEC.

Contact those same mutual fund companies and get prospectuses for their bond funds as well.

The average mutual fund MER in Canada is currently about 2 per cent, but varies depending on the type of fund (less for a bond fund and more for a foreign stock fund).

(I'd guess that it's lower for bond funds, but I can't find any good data either way.)

(My recommendations for bond funds remain unchanged.)

Morningstar fund analyst Christopher Traulsen pointed out the tax advantages enjoyed by equity ETFs may not be as relevant for bond funds.

Look for a bond fund with a management expense ratio (MER) of 1 % or less, and an equity (stock) fund that charges 1.5 % or less.

It looks like I can purchase the shares through Zecco and I think I'd be interested in doing that, at least using part of the money I set aside for my bond fund.