Sentences with phrase «from bond funds»

In the most recent quarter, however, the competition was less fierce because investors were pulling money from bond funds.
As interest rates rise, we will continue to see redemptions from bond funds.
As returns from bond funds tend to be similar, expenses become an important factor while comparing bond funds.
Based on this data, it is safe to say that recent withdrawals from bond funds have had minimal impact on broader markets and liquidity.
This holding has not moved much, as one would expect from a bond fund.
I also hate losing money and thought about converting to bonds from a bond fund.
Since there are monthly distributions from the bond funds, most accounts are adjusted at least once a month.
Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes.
You could also move funds from the bond funds however you will increase your market risk by doing so.
However, you'll then be receiving an even lower interest rate from the bond fund, but you would continue to receive the higher rate from the CD.
Take from the bond fund in down years, from the stock fund in good years.
If you want to get your money back from a bond fund, you'll have to sell your shares and accept their current market value.
Next, dividends are more of a fixed income thing than an equity fund thing, so the vast majority of dividends will come from the bond funds.
Like many other value investors, I expect this to continue for the immediate future, expecting actual losses from bond funds.
I use the dividends from the bond funds and use them to automatically invest in the s & p 500 fund, so I am working to increase the amount I put in the bond funds for «safety» and using the yields to buy the stock fund.
You will never hear about this risk from bond fund managers (think Pimco, whose employees all seem to follow the party line) or researchers that work mainly for bond guys (Bianco).
I've earned more from my bond funds over the last 6.5 years than I have from my CDs, but that's mostly due to the credit risk being rewarded, with less contribution from the term risk (I haven't used Treasury funds).
Withdrawals from bond funds accelerated after the rate hikes, hitting record levels (in dollar terms) for the week ending June 26.
For the week ending Wednesday, redemptions from bond funds overall totaled $ 3.2 billion, the largest in a year.
If a fund returns at 3.5 % and the fund's benchmark returns 4.0 %, there would be massive outflows from that bond fund and everyone would assume the fund managers were trash!
Here's a reminder from Bond Fund Performance During Periods of Rising Interest Rates: Some observations up - front: - There are only 500 or so money market funds.
Throughout the year fund managers buy and sell bonds in their portfolios and interest rates change, so the return from a bond fund fluctuates from month to month.
As catfishwizard said, I also only have monthly payments from a bond fund.
While most of the above mentioned options are for long - term investing, if you are looking to make short - term investments while seeking investment options, you can always choose from bond funds, short - term funds, fixed deposits and the likes.
Investors began to withdraw money from bond funds as interest rates continued their climb in June.
So if you receive a dividend from a bond fund, instead of adding it to that bond fund, the software looks for an area where you might be low, say a stock fund, and automatically invests the money there.
In addition, the SEC yield is generally a poor guide for the return you should expect from a bond fund.
While each product offers investors an array of options, the characteristics that distinguish a bond from a bond fund can help determine which fits best with your financial objectives.
Investors who want to beef up the returns they get from their bond funds can also do so by placing them inside tax - deferred accounts or plans such as traditional or Roth IRAs, qualified plans or variable annuity contracts.
So begins a research paper * by Richard Haghani, founder and chief executive of Elm Partners, and Richard Dewey, from bond fund manager Pimco.
Bond fund withdrawals might have had a greater effect on markets where there is less trading, such as municipal securities — but even there, redemptions from bond funds would have accounted for less than 10 percent of the primary dealers» trading.
Income - producing investment ideas you can act on, from bond funds to high - yield stocks - includes the Motley Fool Options service
Now we can see that $ 1 in «dividends» (really, interest payments) from a bond fund or individual bond will be less than $ 1 in qualified dividends from a stock or stock fund after taxes.
Income - producing investment ideas you can act on, from bond funds to high - yield stocks - includes the Motley Fool Options service
However, all income that is drawn out of traditional plans and accounts will be taxed as ordinary income, so any interest that is paid to you from bond funds via distribution will still be taxed.
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