Sentences with phrase «fundamentals of your bond portfolio»

Not exact matches

And right now there's just a single ETF tracking one of these indexes: the PowerShares Fundamental High Yield Corporate Bond Portfolio (PHB).

The most fundamental relationship that needs to remain properly balanced in a portfolio is the ratio of stock funds to bond funds.

A prudent balance of stocks and bonds A balanced approach: The fund seeks conservative growth plus income through a mix of roughly 60 % stocks and 40 % bonds.Seeking reduced volatility: The fund's focus on undervalued stocks and primarily high - quality bonds is designed to reduce volatility for conservative and income - oriented investors.A rigorous process: The fund's experienced portfolio managers use rigorous fundamental investment research to find opportunities and manage risk.

Bonds are one of the fundamental building blocks in any portfolio.

Our research on the Fundamental Index ® concept, as applied to bonds, underscores the widely held view in the bond community that we should not choose to own more of any security just because there's more of it available to us.10 Figure 9 plots four different Fundamental Index portfolios (weighted on sales, profits, assets and dividends) in investment - grade bonds (green), high - yield bonds (blue) and emerging markets sovereign debt (yellow).11 Most of these have lower volatility and higher return than the cap - weighted benchmark (marked with a red dot).