Sentences with phrase «from the bond funds»

Withdrawals from bond funds accelerated after the rate hikes, hitting record levels (in dollar terms) for the week ending June 26.

As interest rates rise, we will continue to see redemptions from 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.

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.

Investors began to withdraw money from bond funds as interest rates continued their climb in June.

Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes.

Income - producing investment ideas you can act on, from bond funds to high - yield stocks - includes the Motley Fool Options service

In the most recent quarter, however, the competition was less fierce because investors were pulling money from bond funds.

In addition, the SEC yield is generally a poor guide for the return you should expect from a bond fund.

If advisors decide to structure bond fund / longevity annuity combos on their own, they must factor in the trade - off of taking some of the money from the bond fund to deposit into the annuity.

I also hate losing money and thought about converting to bonds from a bond fund.

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.

You can always generate more income from the bond fund by increasing the amount you invest in it, but that would mean diverting money from the rest of your nest egg.

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.

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.

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.

As a result, risk - averse investors shouldn't rely on getting big returns from their bond funds.

This holding has not moved much, as one would expect from a bond fund.

As catfishwizard said, I also only have monthly payments from a bond fund.

As returns from bond funds tend to be similar, expenses become an important factor while comparing bond funds.

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.

Income - producing investment ideas you can act on, from bond funds to high - yield stocks - includes the Motley Fool Options service

Like many other value investors, I expect this to continue for the immediate future, expecting actual losses from bond funds.

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.

Not exact matches

That climb got its start with financing through the offering from individual and institutional investors and bond investors, which in large deals like Trump's were typically pension funds and insurance companies.

In the Minutes from the January FOMC meeting, the Federal Reserve addressed the financial situation, and noted that the increasing role of bond and loan mutual funds could pose a liquidity risk if everyone tries to get out of the market at the same time.

Those who want to buy a specific country bond fund should use a little money from their fixed income allocation and a little from their equity allocation, says Hallett.

Emerging markets - focused bond mutual and ETF funds have only increased their assets by 1.72 percent in 2014, according to data from Morningstar, and manage just $ 86 billion.

A spike in bond yields and a clear change of direction from central banks means there isn't a lot of value in global bond markets, a fund manager told CNBC on Tuesday.

She relies on a database of 1,000 simulations of future returns to conclude that, 75 years from now, a Social Security trust fund portfolio that includes stocks will produce a healthy ratio of assets to benefits, while a trust fund consisting of only bonds will be completely exhausted.

The exact mix of shares and contingent convertible bonds the HFSF will buy from banks in exchange for any fresh funds it will provide will be decided by the cabinet.

In theory, hedge funds can pursue a lucrative strategy of buying impaired bonds from less knowledgeable investors at deeply discounted prices and then taking aggressive legal action to collect all, or almost all, of the promised principal and interest.

NEW YORK, Jan 18 - U.S. fund investors pulled $ 3.1 billion from high - yield «junk» bonds during the latest week, Lipper data showed on Thursday, offering new warning signs about risk appetite despite global markets» continuing triumph.

Panigirtzoglou and his colleagues calculate that every one percent rise in stock markets will require around $ 25 billion of bond purchases from U.S. defined benefit pension funds alone.

The first key driver underlying Moody's three - notch downgrade of Spain's government bond rating is the government's decision to seek up to EUR100 billion of external funding from the EFSF or ESM.

But when that CCPC reinvests any surplus in, say, mutual funds or bonds, the passive income from those investments is taxed at a rate of about 50 per cent.

And in those accounts you're probably investing in all kinds of different things because you can choose from thousands of different stocks, bonds, mutual funds, index funds, REITs, MLPs, and so on.

Mutual funds focused on bonds saw $ 60.4 billion in outflows from July to mid-October, according to the Investment Company Institute.

Four of the top 10 funds in terms of inflows from Oct. 7 - 13 came from the bond sector, and two of them were focused on high - yield, or junk.

The $ 3 trillion hedge fund industry, which has been struggling to outperform stock and bond markets, could see assets shrink by as much as 30 percent in the next three years if performance continues to disappoint, according to a report this month from Boston Consulting Group.

The number of big - name investors calling a bond bear market added hedge fund legend Paul Tudor Jones on Thursday, following similar calls from Bill Gross, Bill Miller and Jeff Gundlach.

Startup funds need to come from your cash on hand, stocks or bonds — things of that nature.

Since 2008 there have been $ 280 billion in net redemptions from stock mutual funds, vs. $ 645 billion in net sales of bond funds, according to the Investment Company Institute.

«Powell obviously needs to raise the federal funds rate but he has one very important asset that could keep the 10 - year bond yield from blasting off.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Instead of financing Social Security and Medicare out of progressive taxes levied on the highest income brackets — mainly the FIRE sector — the dream of privatizing these entitlement programs is to turn this tax surplus over to financial managers to bid up stock and bond prices, much as pension - fund capitalism did from the 1960s onward.

Tony Giordano: So you could take the dividends from the stock funds, you could start redirecting them into the bond portion of the portfolio.

HONG KONG — In 2012, with help from Goldman Sachs, a Malaysian sovereign wealth fund called 1Malaysia Development Berhad sold $ 3.5 billion worth of bonds backed by an Abu Dhabi government fund to help it purchase power plants.