Sentences with phrase «intermediate bond fund»

If you plan to hold a typical intermediate bond fund for a shorter period of time, a rate rise could have a negative impact.

If you plan to hold a typical intermediate bond fund for a shorter period of time, a rate rise could have a negative impact.

The Board of Trustees of Monetta Trust has concluded «that it would be in the best interests of the Fund and its shareholders» to liquidate Varsity / Monetta Intermediate Bond Fund (MIBFX), which will occur on February 18, 2016.

Samuel Silver oversees the team responsible for the portfolio management of the American Beacon Short - Term Bond Fund and a portion of the fixed - income assets of the American Beacon Balanced Fund, American Beacon Retirement Income and Appreciation Fund, and American Beacon Intermediate Bond Fund.

Since July 2016, the average intermediate bond fund has managed to post flat performance as higher yields have offset price declines.

An investor who spent his entire career of 40 years regularly saving money and putting it to work split evenly between a low - cost stock index fund and a low - cost intermediate bond fund would have done very well for himself and his family.

Intermediate corporate bonds as measured by the plain vanilla Vanguard Intermediate bond fund (VCIT is the ETF version of VFICX) rallied +2.3 % in the month, the 7th best return in a calendar month since 12/31/02 (103 months).

Money market funds and short - term government bond funds have yields that are close enough for planning purposes, and the yields on intermediate bond funds are equally close to long - term bond funds.

A 28 - year Fidelity veteran, Galusza manages short duration portfolios, including Fidelity Short - Term Bond Fund, Fidelity Advisor Short Fixed - Income Fund, Fidelity Intermediate Bond Fund, Fidelity Limited Term Bond Fund, and Fidelity Advisor Limited Term Bond Fund.

The team responsible for the day - to - day portfolio management of the American Beacon Balanced Fund, American Beacon Retirement Income and Appreciation Fund, American Beacon Intermediate Bond Fund and American Beacon Short - Term Bond Fund includes Patrick A. Sporl and Erin Higginbotham.

If an investor held onto the intermediate bond fund, the amount of income the fund pays out might begin to rise.

Take an intermediate bond fund with a duration — interest rate sensitivity — of six years.

As this intermediate bond fund rebalances, it can purchase bonds at interest rate levels that are now 1 % higher.

You can get an intermediate bond fund paying 7 % which beats the return on any money market or savings account.

Your portfolio held 0 of the top 25 performers in the S&P 500, your largest single holding in your portfolio is an intermediate bond fund, which was down 3.14 % for the year and you held the 5th worst stock in the S&P 500 in the month of June.

As this intermediate bond fund rebalances, it can purchase bonds at interest rate levels that are now 1 % higher.

If an investor held onto the intermediate bond fund, the amount of income the fund pays out might begin to rise.

Take an intermediate bond fund with a duration — interest rate sensitivity — of six years.

The consolidated litigation alleges that the defendants managed the plaintiffs» investments imprudently in violation of its fiduciary duties under the Employee Retirement Income Security Act (ERISA) by causing its stable value funds to invest heavily in the Intermediate Bond Fund (IBF) and the Intermediate Public Bond Fund (IPBF).

They've announced liquidation of their S&P 500 Index Fund, Small Cap Index Fund, International Equity Index Fund, Emerging Markets Fund, High Yield Bond Fund, Intermediate Bond Fund, Short - Term Bond Fund and Zebra Global Equity Fund (AZLAX).

A future bond upgrade for one or many emerging markets could provide incredible returns in either intermediate bond fund.

Orion / Monetta Intermediate Bond Fund is now Varsity / Monetta Intermediate Bond Fund (MIBFX).