Sentences with phrase «grade bond fund»

A big portion of his IRA is invested in an investment grade bond fund which is only earning 2 %.

If you feel you need a bit more protection against rising rates, you can put a portion of your bond stash into a short - term investment - grade bond fund.

A: When you know you will need the money within 2 years, I don't think you should take any more risk than a short - term investment grade bond fund.

A: It's important to note that the Wellesley and investment - grade bond fund were recommended for investors who want to take more risk than an almost guaranteed short - term bond fund.

To add in an investment - grade bond fund to the comparisons, click COMPARE again, and type VFICX (Vanguard Intermediate - Term Investment - Grade Bond fund) in the text box, then click Draw (or try this link).

Note that while VTI and the S&P 500 fell about 10 % in the last month, and VEU (non-US stocks) fell about 15 %, the intermediate - term investment - grade bond fund VFICX barely budged.

The main danger of a junk bond fund is that there will be a higher rate of bankruptcy / default than in an investment grade bond fund.

This is an intermediate term investment grade bond fund with check writing privileges.

If your goal is to meet an approaching financial target: Consider a short - term, investment - grade bond fund or an investment - grade defined maturity bond fund.3

PTTAX underperformed intermediate investment grade bond fund peers in the past 12 months ended Feb. 24, but has an above - average five - and 10 - year annualized record.

That gives it substantially more credit risk than investment - grade bond funds, but the high - yield short positions moderate some of that risk.

Morningstar reports that the average expense ratio for actively - managed equity mutual funds is 1.2 % and investment grade bond funds have an expense ratio of 0.9 %.

Not exact matches

You can invest in bond funds by stated maturities (short - term, intermediate - term, long - term), credit quality (treasuries, junk bonds, investment grade corporate bonds) or pretty much any other way you can separate bond investments.

The trio of ETFs, when they launch, will round out Franklin's bond ETF lineup, which already includes a variety of actively managed fixed - income funds covering short - duration U.S. government debt, municipal bonds and the investment - grade corporate debt.

The fund can purchase securities of any credit quality, including those in default, but it will primarily invest in investment - grade debt, with no more than 20 % of the portfolio invested in junk bonds.

These funds are typically composed of investment grade bonds issued by governments and corporations or secured by assets such as home mortgages.

Each fund has a stated objective, generally focusing on a particular sector, such as corporate or Treasury bonds, or broad category, such as investment grade or high yield.

A DMF invests primarily in investment - grade municipal bonds whose maturities are roughly the same as the end date of the fund itself.

These funds invest primarily in taxable bonds issued by non-investment grade companies or governments.

We aim to add value in the Corporate Advantage Fund by generating yield using a relative valuation approach and investing in investment grade corporate bonds, high yield bonds, preferred shares, and other fixed income securities.

Blackrock Muni Yield Investment Quality (MFT) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in insured investment grade municipal bonds.

Eligible funds provide exposure to five broad asset classes: developed international growth stocks, US growth stocks, US investment - grade bonds, US REITs, and gold.

The High Yield Bond Fund is a concentrated portfolio made up of liquid securities, focused on high quality non-investment grade bonds with strong cash flows.

Blackrock Muni Holdings Quality (MUS) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in investment grade municipal bonds.

Emerging companies While many high yield bonds are issued by former investment grade companies in decline, the high yield market also provides financing opportunities for emerging companies seeking working capital for expansion or to fund acquisitions.

In both ways, the Hussman Funds can contribute to a well - constructed, diversified portfolio that includes U.S. equities, international equities, U.S. Treasury securities, and as appropriate, precious metals shares, U.S. agency securities, investment grade corporate bonds, and Treasury inflation - protected securities.

TAXABLE BOND FUNDS: B - CHY - Corporate High - Yield Bond: Invest generally in corporate bonds rated below investment grBOND FUNDS: B - CHY - Corporate High - Yield Bond: Invest generally in corporate bonds rated below investment grBond: Invest generally in corporate bonds rated below investment grade.

The next day, George put 50 percent of the money into an S&P 500 fund, while Karen placed the other half into short - term, investment grade municipal bonds.

As part of PowerShares's BulletShares investment - grade suite, BSCM behaves more like a bond than a typical bond fund.

As part of PowerShares's BulletShares investment - grade suite, BSCL behaves more like a bond than a typical bond fund.

As part of PowerShares's BulletShares investment - grade suite, BSCN behaves more like a bond than a typical bond fund.

As part of PowerShares's BulletShares investment - grade suite, BSCJ behaves more like a bond than a typical bond fund.

Currently holding SLXX (investment grade Corporate Bonds), IGLT (UK govt bonds) a couple of strategic bond fBonds), IGLT (UK govt bonds) a couple of strategic bond fbonds) a couple of strategic bond funds.

Hartford Schroders Tax - Aware Bond Fund uses a value - driven approach to seek total return on an after - tax basis by investing in a portfolio of predominantly investment grade, fixed - income securities.

Investment - grade corporate bond funds saw $ 2.32 billion exit in the last week, the second - largest outflow on record.

We use a relative valuation approach and will hold investment grade corporate bonds, preferred shares, and other fixed income securities in the fixed income component of the Balanced Fund.

There's a variety of funds to choose from: iShares Floating Rate Note ETF (FLOT) and iShares Short Maturity Bond ETF (NEAR) hold investment grade floating and fixed rate bonds, respectively.

By contrast, high - quality bonds such as those found in investment - grade corporate funds like the iShares 1 - 3 Year Credit Bond ETF (CSJ A-89) and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD A-66), etc.), or in Treasury portfolios such as the iShares 1 - 3 Year Treasury Bond ETF (SHY A-97) or the iShares 10 - 20 Year Treasury Bond ETF (TLH B - 65), etc.) tend to buffer portfolio volatility to a much greater degree.

Meanwhile, Bloomberg reports that pension funds, squeezed for sources of safe return, have been abandoning their investment grade policies to invest in higher yielding junk bonds.

If your goal is to seek an overall tax advantage: Consider an investment - grade municipal bond fund with income that is usually exempt from federal income tax.4

A diversified bond fund that invests at least 70 % of its assets in investment - grade debt with tactical investments in high - yield and non-U.S. dollar bonds.

If your goal is to help protect against stock market downturns: Consider investment - grade, intermediate - term bond funds (also known as core bond funds) or ETFs.

Hartford Funds» new ETF joins two other already listed active fixed income ETFs sub-advised by Wellington (Hartford Corporate Bond ETF (NYSE: HCOR), an ETF focused on investment - grade corporate bonds, and Hartford Quality Bond ETF (NYSE: HQBD), a core bond ETF focused on investment grade debt, including mortgage - backed securities and US government securitiBond ETF (NYSE: HCOR), an ETF focused on investment - grade corporate bonds, and Hartford Quality Bond ETF (NYSE: HQBD), a core bond ETF focused on investment grade debt, including mortgage - backed securities and US government securitiBond ETF (NYSE: HQBD), a core bond ETF focused on investment grade debt, including mortgage - backed securities and US government securitibond ETF focused on investment grade debt, including mortgage - backed securities and US government securities).

The WisdomTree Barclays Negative Duration U.S. Aggregate Bond Fund tracks a long / short net -5 duration bond index that's long US investment - grade issues and short Treasury futuBond Fund tracks a long / short net -5 duration bond index that's long US investment - grade issues and short Treasury futubond index that's long US investment - grade issues and short Treasury futures.

If you think interest rates are going to remain steady or fall, you might choose a fund which invests in investment grade bonds with long durations.

A long duration fund should be composed of a diversified portfolio of investment grade bonds and have a long duration.

The seven asset classes are: (1) government bonds; (2) investment grade corporate bonds; (3) high - yield corporate bonds; (4) global equity; (5) real estate; (6) commodities; and, (7) hedge funds.

Generally, UITB focuses on investment - grade securities, however the fund is allowed to place up to 25 % of the portfolio in high - yield bonds.

In all, the fund provides a viable means to access a diverse pool of US investment grade bonds while mimicking the life cycle of an individual bond.

While the majority of municipal bonds are investment grade, there are high yield municipal bonds and bond funds that invest in them as well.