Sentences with phrase «grade debt investing»
Joe has specialized in non-investment grade debt investing since 1991.
http://mutualfunds.com/ Not exact matches
The Fund seeks both current income and capital appreciation by investing primarily in below investment grade debt and equity with the ability to hedge risk.
The Fund invests primarily in below investment grade debt, equity securities and real estate and has the ability to hedge risk.
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.
The fund invests primarily in investment grade debt securities, but may invest up to 10 % of its total assets in high yield securities rated B or higher by Moody's.
Such strategies involve investing predominantly in corporate credit, including senior secured and mezzanine loans and high yield, distressed and high grade debt securities, private equity controlled positions, real estate investment and investment in pools of non-performing loans in Europe and Asia.
The Fund invests primarily in below investment grade debt and equity and has the ability to hedge risk.
NHF is invested primarily in below investment grade debt and equity securities and has the ability to hedge risk.
To manage the risk exposure, the Company invests cash, cash equivalents and short - term investments in a variety of fixed income securities, including short - term interest - bearing obligations, including government and investment - grade debt securities and money market funds.
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.
Schroders Short Term Municipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municipal debt.
The Bloomberg Barclays US Corporate Investment Grade Bond Index covers all publicly issued, fixed rate, nonconvertible, invest ¬ ment grade debt.
Many people realize that rising interest rates affect yields and prices, but what others might not know is that if you stick closely to short - term, investment - grade debt securities - the very kind our Near - Term Tax Free Fund (NEARX) invests in - the impact of such a rate hike is not as dramatic as some investors might think.
Most of the risk comes from investing in equities, lower grade corporate debt, and equity risk from the writing annuities.
It should be noted that FCISX invests almost entirely in speculative - grade debts.
The plan is to invest, mostly, in investment - grade debt issued, mostly, by G - 20 countries.
The fund can invest globally, in both public and private debt, in investment grade and non-investment grade, and in various derivatives.
These funds invest across a diverse range of fixed income sectors, including high yield securities, U.S. Government and investment - grade securities, emerging market securities and foreign developed market debt.
A traditional multi-asset portfolio investing in a selection Growth (typically shares and property securities), Diversifying (typically higher yielding debt and alternatives) and Defensive (typically investment grade debt securities and cash) assets.
The strategy can also invest in global governments, government agencies, supranational issuers, below investment grade and emerging market corporate debt.
We can invest in just about any part of the global bond market but most of it is in credit so we subdivide the market into corporate credit and below investment grade corporate credit, emerging market debt.
These ETFs invest in junk bonds, senior loans, as well as international below investment grade debt.
The Capital Markets Group's Portfolio Managers average more than 15 years of relevant experience investing in below - investment grade debt.
The Fund is invested primarily in below investment grade debt, equity securities and real estate and has the ability to hedge risk.
The strategy seeks to generate return by investing across the full maturity spectrum of investment grade US fixed income securities, including US Treasury, agency, securitized and corporate debt.
The Fund pursues its investment objective by investing primarily in fixed income securities, such as U.S. Treasury bonds, notes and bills, Treasury inflation - protected securities, U.S. Treasury Strips, U.S. Government agency securities (primarily mortgage - backed securities), and investment grade corporate debt rated BBB or higher by Standard & Poor's Global Ratings or Baa or higher by Moody's Investors Service, Inc., or having an equivalent rating from another independent rating organization.
The Portfolio invests substantially all of its assets in investment grade debt securities.
Normally invests at least 80 % of net assets in a diversified portfolio of investment grade debt securities.
The fund may invest up to 100 % of its managed assets in below - investment grade debt securities (commonly referred to as «high - yield» or «junk» bonds).
A diversified bond fund that invests at least 70 % of its assets in investment - grade debt with tactical investments in high - yield and non-US dollar bonds.
Corporate bonds ETFs invest in debt issued by corporations with investment - grade credit ratings.
Gary Cloud: Regardless of a potentially higher rate environment, our fixed income portfolio remains invested in investment grade debt with a small weighting in preferred stocks, business development companies, and high - yield bonds.
Investing in debt (specifically non-investment grade) is a niche segment of the market that rarely receives much attention from the media.
These funds invest in below - investment - grade debt because they have a higher probability of running into trouble.
Putnam Income Fund Investment Option invests in Putnam Income Fund, which invests mainly in securitized debt instruments (such as mortgage - backed investments) and other obligations of companies and governments worldwide denominated in U.S. dollars, are either investment - grade or below investment - grade (sometimes referred to as «junk bonds») and have intermediate to long maturities (three years or longer).
The fund's principal investment strategy is to normally invest at least 80 % of the fund's assets in investment - grade debt securities that have a dollar - weighted average portfolio maturity of 18 months (one and a half years) or less.
The fund is actively managed by PIMCO and invests primarily in short - term investment grade debt.
Lipper Categories: Ultra Short Obligation Funds invest primarily in investment - grade debt issues or better and maintain a portfolio dollar - weighted average maturity between 91 days and 365 days.
Short - Intermediate Investment Grade Debt Funds invest primarily in investment - grade debt issues (rated in the top four grades) with dollar - weighted average maturities of one to five yeDebt Funds invest primarily in investment - grade debt issues (rated in the top four grades) with dollar - weighted average maturities of one to five yedebt issues (rated in the top four grades) with dollar - weighted average maturities of one to five years.
Normally invests at least 80 % of net assets in non-investment grade debt securities.
Intermediate Investment Grade Debt Funds invest primarily in investment - grade debt issues (rated in the top four grades) with dollar - weighted average maturities of five to 10 yeDebt Funds invest primarily in investment - grade debt issues (rated in the top four grades) with dollar - weighted average maturities of five to 10 yedebt issues (rated in the top four grades) with dollar - weighted average maturities of five to 10 years.
It invests primarily in investment grade debt securities, but may invest up to 20 % of its total assets in junk bonds that are rated B or higher by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality.
Money Market ETFs invest in U.S. investment - grade short - term debt.
The investment grade rating is reserved for those debts that have a high likelihood of being repaid and are relatively safe for investors, though safety can not be absolutely guaranteed [see also A Brief History of Bond Investing].
The fund primarily invests in a diversified portfolio of investment grade debt instruments of varying maturities and is designed to track the performance of the Barclays U.S. Government / Credit 1 - 5 Years Index.