Sentences with phrase «in bond funds as»

The nearer - term purchase is indeed a TR fund in a taxable account... I did that because of the transition of the allocation from heavier in stock funds to more in bond funds as the time to withdraw the money approaches.

I'm not particularly interested in bond funds as I want to be in control of buy / sell timing for tax purposes.

Not exact matches

A better option, in Hallett's opinion, is an actively managed global bond fund, in which the manager can move in and out of countries as he or she sees fit.

Some in the market have attributed the sharp market swings seen during the downturns in October and December as indicating structural problems with liquidity in the market — and some fingers have been pointed at the proliferation of bond funds.

When you own a bond mutual fund, you don't actually own a bond — which will continue to pay a coupon so long as the issuer isn't in default — you just own a share of the fund, which is comprised of lots of bonds and sometimes other things.

In January, Miller said a rise in the 10 - year Treasury yield above 3 percent «will propel stocks significantly higher, as money exits bond funds for only the second year in the past 10.&raquIn January, Miller said a rise in the 10 - year Treasury yield above 3 percent «will propel stocks significantly higher, as money exits bond funds for only the second year in the past 10.&raquin the 10 - year Treasury yield above 3 percent «will propel stocks significantly higher, as money exits bond funds for only the second year in the past 10.&raquin the past 10.»

Target date funds, also known as lifecycle funds, blend mutual funds that invest in stocks, bonds, and cash, shifting the mix based on investors» expected retirement dates.

The higher bond yields go, the more pension funds will buy as they look to lock in long - term income streams to meet their liabilities.

Exchange - traded funds that track high - yield bond indexes have been the beneficiaries of a cash surge in recent weeks as market participants figure the central bank probably won't raise rates in 2015, and it could be well into 2016 before anything happens.

While Bond King Bill Gross, founder of world's largest bond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hysteBond King Bill Gross, founder of world's largest bond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hystebond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hystebond market hysteria.

In this regard, our surveillance has been closely monitoring for any signs of liquidity strains associated with the recent increases in spreads for high - yield corporate bonds, as well as for idiosyncratic events affecting particular funds in this segment, such as the events surrounding the abrupt closing of Third Avenue Management's Focused Credit Fund last DecembeIn this regard, our surveillance has been closely monitoring for any signs of liquidity strains associated with the recent increases in spreads for high - yield corporate bonds, as well as for idiosyncratic events affecting particular funds in this segment, such as the events surrounding the abrupt closing of Third Avenue Management's Focused Credit Fund last Decembein spreads for high - yield corporate bonds, as well as for idiosyncratic events affecting particular funds in this segment, such as the events surrounding the abrupt closing of Third Avenue Management's Focused Credit Fund last Decembein this segment, such as the events surrounding the abrupt closing of Third Avenue Management's Focused Credit Fund last December.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

Here's the best part, at least for owners: As long as the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liabilitAs long as the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liabilitas the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liability.

Ms. Jones suggests sticking with floating - rate funds that invest in high - quality bonds, such as the iShares Floating Rate Bond E.T.F..

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.

According to Morningstar Direct, $ 59 billion is invested in long - term bond funds and exchange - traded funds (defined as portfolios with average durations above six years).

Furthermore, the 1 percent you pay to your money manager doesn't always cover the costs of buying and selling the stocks and bonds in your portfolio or the sales charges (also known as loads) and administrative fees charged by the mutual funds your manager puts you into.

As a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondAs a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondas liquid as stocks or bondas stocks or bonds.

As rates rise, it might be better to hold individual bonds instead of bond mutual funds, said James Shagawat, a certified financial planner with the Baron Financial Group in Fair Lawn, New Jersey.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

Many other financial advisors recommend similar approaches to emergency funds, such as investing in bond funds or using a Roth IRA, which allows you to withdraw contributions without tax penalties.

Funds are also good choices for diversifying investments in fixed - income investments, such as bonds as well as government securities.

As older bonds mature, newer bonds are purchased and the portfolio manager of the fund generally tries to keep the average maturity in the range that is stated in the fund's objective.

The two largest funds in the segment — the $ 15 billion iShares iBoxx $ High Yield Corporate Bond ETF (HYG) and the $ 9 billion SPDR Bloomberg Barclays High Yield Bond ETF (JNK)-- have faced sizable asset outflows as investors fret over high valuations and rising interest rates.

«As the U.S. economy slowed and Europe's debt crisis worsened, investors sought the safety of Treasuries and sold the bonds PIMCO had bet on, leaving the fund trailing 89 % of competitors in August and 67 % this year through Sept. 8.»

Business credit has been falling, but this has been more than offset by increases in non-intermediated sources of funding, such as equity raisings and corporate bond issuance.

As the price of bonds in a fund adjusts to a rise in interest rates, the fund's share price may decline.

The NAV (net asset value) of a bond fund will move up or down based on a number of factors such as changes in interest rates, credit quality, and currency values (for international bonds) for the different bond holdings in the fund.

The main distinction between global and international bond funds is that the former invests in U.S. securities whereas as international bond funds do not.

Even when investors stick to stock, bond, and mutual fund ownership, their rejection of simple investing basics such as low turnover results in pathetic returns on their money.

High - yield bond funds have seen mass outflows in recent weeks as investors begin to take the threat of higher interest rates and a winding down of monetary stimulus more seriously.

Rather than paying these pensions out of current income as it is earned or plowing their earnings back into investment in their own business, companies take their income and «financialize» it by buying stocks and bonds for their pension funds.

Bond funds took in more than twice the amount of investor money as equity funds did in 2017, despite being outperformed by equities six to one.

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

More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»

A bond fund with a longer average maturity will see its net asset value (NAV) react more dramatically to changes in interest rates as the prices of the underlying bonds in the portfolio increase or decline.

Regarding Sulyma's holdings in the TDF, for example, the 2012 Summary Plan Description advised Sulyma that «[e] ach fund offers a broadly diversified mix of domestic and international stocks and bonds, and includes investments not typically available to individual investors, such as hedge funds and commodities.»

U.S. Lifts Debt Sales as Deficit Grows, Plans 2 - Month Bills — Bloomberg Mark Mobius «Un-Retires»: Plans New Fund After Biggest EM Bond Collapse In 23...

Whether the profit from the sale of a bond in the fund is taxed at ordinary income tax rates or is eligible for a reduced capital gains rate is dependent on the same factors as explained above.

The KraneShares E Fund China Commercial Paper ETF is subject to interest rate risk, which is the chance that bonds will decline in value as interest rates rise.

Like a traditional IRA, you can invest in a wide variety of investment options such as individual stocks, mutual funds, bonds, ETFs, options and currency.

«Despite a fine 2010 showing and first - half 2011 gains that edged out the intermediate - bond category average, some investors and pundits have talked as if this fund has lost its edge,» Morningstar's Eric Jacobson writes in an analyst profile of the fund.

Government bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed securities.

If taxable bond funds or individual bonds are held in a tax - free account such as a Roth IRA, then the income from them would be free from federal taxes, provided certain requirements are met.

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

In addition, cities, states, and taxpayers have concerns about the costs of bonds and borrowing, how to get the best return on banked or invested public money, and an interest in finding innovative ways to fund public spending without surrendering public control, as is often the case with public - private partnershipIn addition, cities, states, and taxpayers have concerns about the costs of bonds and borrowing, how to get the best return on banked or invested public money, and an interest in finding innovative ways to fund public spending without surrendering public control, as is often the case with public - private partnershipin finding innovative ways to fund public spending without surrendering public control, as is often the case with public - private partnerships.

For example, an investor may invest in 4 or more funds, each representing different fund categories, such as large - cap stock, small - cap stock, foreign stock, and fixed income (bonds).

I should note that Lightspeed is limited, compared with full - scale brokerage firms such as E * TRADE and TD Ameritrade, which also offer bonds, mutual funds and other investments in addition to stocks and options.

It signals to the rest of Corporate America that many investors now look at social responsibility as an item just as deserving of funding in the bond market as any other core business activity.

In short, the practice is nothing more than moving an investor's money into different asset classes such as stocks, bonds, mutual funds, real estate, gold, other commodities, international firms, fine art, etc..