Sentences with phrase «foreign bond category»

All five top bond funds in the foreign bond category are repeats from last year.

Not exact matches

For example, an investor may invest in 4 or more funds, each representing different fund categories, such as large - cap stock, small - cap stock, foreign stock, and fixed income (bonds).

Based on these categories, mutual funds receive rankings based on highest - rated value, highest - rated growth, daily gainers and losers, category of highest and lowest returns, highest - rated large - cap funds, highest - rated mid-cap funds, small - cap funds, high - yield bond funds, high and low risk foreign funds, top year to date performers, analysis of prior year's top performers and...

The Global Fixed Income and Foreign Exchange Strategy team at JPMorgan Securities identified seven bond market signals in four market - driving categories, tested their theories and combined the signals into a composite bull / bear index on the market known as the Bond Baromebond market signals in four market - driving categories, tested their theories and combined the signals into a composite bull / bear index on the market known as the Bond BaromeBond Barometer.

They will reflect the lower top category, and not force investors to buy foreign AAA dollar - denominated bonds.

Bonds include categories such as corporate debt, municipal bonds, structured securities, U.S. government bonds and foreign government bBonds include categories such as corporate debt, municipal bonds, structured securities, U.S. government bonds and foreign government bbonds, structured securities, U.S. government bonds and foreign government bbonds and foreign government bondsbonds.

This category is also home to portfolios that attempt to minimize volatility by maintaining short or ultra-short duration portfolios, but explicitly court significant credit and foreign bond market risk in order to generate high returns.

Annuities Auction Rate Securities Business Development Companies Callable Security Lotteries at Baird Certificate of Deposit Disclosure Closed End Funds and UITs Exchange Traded Products Fixed - Income Securities Featuring a Survivor's Option (or «Death Put») Foreign Transaction Taxes Fund of Hedge Funds Hedge Funds Investing in Bonds Investment Managers» Placement of Client Trade Orders and Their «Trade Away» Practices IPOs Leveraged and Inverse Funds Managed Futures MLPs MLPs - The Taxation of Master Limited Partnerships FAQs Municipal Bonds Mutual Funds Disclosure Non-Exchange Traded Equity Securities Non-Rated, Split - Rated, and Below Investment Grade Securities Private Equity Funds REITs Rollover IRAs Securities in the Lowest Investment Grade Category Structured Products Variable Rate Demand Notes

«Adviser believes that the appropriate allocation of assets across diverse investment categories (e.g. stock vs. bond, foreign vs. domestic) is the primary determinant of portfolio returns and critical in the long - term success of one's financial objectives; therefore, Adviser advocates the use of passive, low - cost, broad - market index investments.»

Rick Ferri / Portfolio Solutions Long - term Returns Forecast for 2015 Investment adviser and ETF guru Rick Ferri's 30 - year forecast for annual returns for 18 categories of assets, including domestic and foreign large - and small - cap stocks and government and corporate bonds.