Sentences with phrase «government bond categories»

Following the homebuilders sector is the consumer staples sector and long - term government bond categories, which have gained an average of 13.9 % and 13.7 %, respectively.

In the fixed income categories, active managers overwhelmingly underperformed their benchmarks: 83.52 % of managers in the Brazil Corporate Bond category and 82.95 % in the Brazil Government Bond category underperformed their respective benchmarks in 2014.

Emerging market equity funds stood out on the equity side with a category return of 3.64 % while the long government bond category rallied and closed the month up 5.83 %.

Not exact matches

Fixed income fund sample includes the Morningstar historical categories: Corporate Bond, Inflation - Protected Bond, Intermediate Government, Intermediate - Term Bond, Muni California Intermediate, Muni National Intermediate, Muni National Short, Muni New York Intermediate, Muni Single State Short, Short Government, Short - Term Bond, Ultrashort Bond, and World Bond.

There are several categories of bond issuers, from companies on up to the federal government.

Category: Africa, Middle East · Tags: global citizenship, government, Sheikha Bodour bint Sultan Al Qasimi, society, woman, World Economic Forum 2015, Young Global Leaders Community Bonding

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

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.

We have broadly characterized bonds into two fundamental categories: those that have a backing of a government guarantee and those that don't.

If you are trying to determine the risk portfolio of your cumulative holdings then I would suggest that yes, it would be appropriate to put your Defined Benefit pension plan into a risk category that has the same risk profile as a highly rated corporate or government bond.

Investment Type - displays investment categories and detailed description in brackets, for example; Interest Rate Securities (Fixed Rate Government Bond).

Both categories of bond funds — Indian Government Bond and Indian Composite Bond — generated negative excess returns for the five - year rolling horizon, with more than 75 % underperforming their respective benchmarks as of June 2bond funds — Indian Government Bond and Indian Composite Bond — generated negative excess returns for the five - year rolling horizon, with more than 75 % underperforming their respective benchmarks as of June 2Bond and Indian Composite Bond — generated negative excess returns for the five - year rolling horizon, with more than 75 % underperforming their respective benchmarks as of June 2Bond — generated negative excess returns for the five - year rolling horizon, with more than 75 % underperforming their respective benchmarks as of June 2017.

Rather than limiting yourself to the basics, you can find ETFs that zero in on specific categories of bonds or stocks: Short - term or long - term bonds, government or corporate bonds, large companies, small companies, dividend payers and many others.

The category most impacted by interest rate rises is the Canadian Long Aggregate market, comprised of long - term - to - maturity (10 years and over) investment - grade bonds issued by Canadian governments and corporations.

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.

Fixed income fund sample includes the Morningstar historical categories: Corporate Bond, High Yield Bond, Inflation - Protected Bond, Intermediate Government, Intermediate - Term Bond, Muni California Intermediate, Muni California Long, Muni Massachusetts, Muni Minnesota, Muni National Intermediate, Muni National Long, Muni National Short, Muni New Jersey, Muni New York Intermediate, Muni New York Long, Muni Ohio, Muni Pennsylvania, Muni Single State Intermediate, Muni Single State Long, Muni Single State Short, Short Government, Short - Term Bond, Ultrashort Bond, and World Bond.

The only fund category displaying red arrows was longer - term government funds, and this bond fund category, sensitive to interest rates, was down less than 1 %.

The three largest categories of zero coupon securities available are zero coupon Treasury bonds, zero coupon corporate bonds and zero coupon municipal bonds, which are issued by the U.S. Treasury, corporations, and state and local government jurisdictions, respectively.

Last year, currency international bonds and short - term government bonds were among the five worst - performing fund category averages.

Funds that use leverage, such as Rydex Government Long Bond 1.2 x Strategy fund, will be more volatile than their non-leveraged category peers.

Wasatch - Hoisington U.S. Treasury fund topped the average long - term government bond fund by 9.4 percentage points last year, but underperformed its category average in 2007, 2009 and 2010.

For example, Jonathan Clements used Morningstar data that grouped bonds into five categories: government backed mortgage, corporate, U.S. Treasury, general municipal, and high - yield bonds.2 Clements found that in 28 out of 30 comparisons higher expenses meant lower returns to the investor.

Debt Funds: Income, Fixed Interest and Bond Funds: These figure in the medium risk category and invest in debt instruments like government securities, corporate bonds and other low - risk fixed income instruments.

Infrastructure bonds are issued by the companies falling under infrastructure category that are approved by the Government of India.