Sentences with phrase «in investment grade»

Seeks to maximize long - term total return by investing, under normal circumstances, at least 80 % of its net assets in investment grade fixed income securities or unrated securities that are determined by the fund's investment adviser to be of similar quality.

The fund invests at least 75 % of its net assets in investment grade bonds as rated by independent rating agencies, or if unrated, determined by the investment adviser to be of comparable quality.

He is also a generalist in investment grade and high yield credit research.

Investing in high yield fixed income securities, otherwise known as «junk bonds» is considered speculative and involves greater risk of loss of principal and interest than investing in investment grade fixed income securities.

No panic in investment grade bonds, and the losses of the stock market have been minor over that time, leaving aside the fact that the market rallied for a few more weeks after high yield began to slide.

At least 65 % of the fund's net assets must be, and up to 100 % may be, invested in investment grade securities; securities issued or guaranteed by the U.S. government, its agencies or instrumentalities; commercial paper rated Prime by Moody's or A - or higher by S&P; and cash and cash equivalents.

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.

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

Fixed Income Portfolios are managed to generate competitive returns by investing in investment grade securities within identified risk ranges.

Most long - term investors may benefit from carrying the bulk of their fixed - income exposure in investment grade bonds for the sake of reliable, long - term cash flow.

The fund invests at least 80 % of its total assets in investment grade municipal securities whose interest is free from federal income taxes, including the federal alternative minimum tax.

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.

Investment Grade Bond Funds: Looking over my options for the «cash» while deciding on longer term allocations, I decided to take advantage of the slightly higher yield in investment grade bonds.

Guggenheim Investments currently offers 14 of these funds, 8 of which invest in investment grade bonds, 6 of which invest in high yield or «junk» bonds.

Guggenheim offers 8 which invest in investment grade bonds.

The Portfolio invests substantially all of its assets in investment grade debt securities.

IGHG and HYHG may be more volatile than a long - only investment in investment grade or high yield bonds.

This week's new issuance in investment grade debt continues at a healthy pace, the majority of new paper focuses around 3 and 5 - year maturities, but there were some longer maturity deals such as $ 500 million Gerdau 7.25 % 30 - years.

Given their pessimism, a substantial weight in investment grade bonds would be in order.

The strategy may also invest up to 30 % in investment grade corporate bonds and government securities.

The fund can invest globally, in both public and private debt, in investment grade and non-investment grade, and in various derivatives.

In addition to VWIAX (2/3 in investment grade corporates, 1/3 in dividend - paying large caps — unusual for Vanguard in being actively managed, but with a 0.18 % expense ratio that's pretty Vanguardy anyway; — RRB - I find I have no trouble meeting my target 25 % allocation to fixed income (oh, I own a few individually selected preferred stocks as part of that allocation, too — technically equity but pretty much fixed income in real life; — RRB -.

It was a very good quarter for our investors as almost all of our funds outperformed their benchmarks, especially in investment grade and emerging markets we outperformed nicely.

Under normal circumstances, the Manager seeks to maintain a weighted average duration of three to seven years in the investment grade fixed - income portion of the fund.

In investment grade strategies, many investors are more interested in seeking higher yields without having to take on additional risk.

Note: Under S&P Dow Jones Indices methodology, the lowest rating determines if the bonds remain in the investment grade indices or are shifted to the high yield category.

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.

The manager aims to produce high income returns by investing predominantly in investment grade or high - quality issuers, including the subordinated corporate bond issues of investment grade business.

I usually invest only in investment grade stocks, but I would make an exception here based on other factors, including S&P's own quality ranking of A.

Given their pessimism, a substantial weight in investment grade bonds would be in order.

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.

She is a regular contributor of fixed income analysis to Saxo bank's News & Research hub where she outlined her view of bond market trends across the developed and emerging market spaces, as well as in investment grade and high - yield bonds.

Investing in high yield fixed income securities, otherwise known as «junk bonds», is considered speculative and involves greater risk of loss of principal and interest than investing in investment grade fixed income securities.

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.

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.

The Altvestors events introduce investors to opportunities in investment grade precious gems, fine art and collectibles, oil and natural gas exploration, socially impactful lending, residential assisted living services, cash accumulation life insurance contracts, among others.

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.

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

Moody's decision to leave the government's rating in investment grade reflects the underlying strength of the Spanish economy and the government's clear desire to reverse the debt trajectory through a strong fiscal consolidation programme.

Not exact matches

«Canada's improved grade is largely due to an increase in venture capital investment and a strong showing on a new measure — entrepreneurial ambition.

In order to come up with 10 names, we included six stocks with debt ratings as low as BBB +, which is still investment grade, albeit at the lower end of the scale.

Today, emerging market bonds, according to different groups out there, different major broker dealers, say about three quarters of emerging market bonds are investment grade, and the market is about a trillion and a half dollars, in terms of depth and breadth.

With other big acquisition funding still in the pipeline, it was crucial for banks to set a positive tone for investment - grade debt and lure buyers back into a struggling market.

With the scandal set to hurt profits and as funding costs climb, the debt load will likely increase beyond 5 times Ebitda, Mizuho Securities USA said Thursday in a note to clients, adding its internal credit rating on BRF is now three steps below investment grade.

Amazon has been an infrequent issuer in the investment - grade bond market, with only $ 7.8 billion of debt outstanding as of June 30.

«Particularly with oil prices hitting lows at some point in the first quarter... lots of sub investment - grade firms could be under a lot of stress, and for those with stronger balance sheets, those companies could take this as an opportunity to buy and acquire assets,» Deshpande said in a phone interview.

First, we focus within a fairly narrow geographic zone, in this case, investment - grade countries in the Americas.

Ratings agency Moody's reported Monday that the rolls of «potential fallen angels,» or issuers with investment - grade debt currently in danger of becoming junk, swelled by 17 in the third quarter, while no companies fell into the opposite category, called «potential rising stars.»

Earlier this month, Ackman told investors in a letter that he had built up a major position in a large - cap, investment - grade U.S. corporation.

«Often, high - grade bonds in an investment portfolio increase its risk.»