Sentences with phrase «intermediate duration bonds»

The blue line (Portfolio 1) is 100 % stocks and the red line (Portfolio 2) is 60 % stocks and 40 % intermediate duration bonds.

As interest rates rise, intermediate duration bonds are expected to slowly return to their proper place in the mid-term bucket, but for right now, an equally good choice for «safe» ballast in the mid-term bucket is cash.

After a period of about 2 to 3 years, the risk of permanent losses from intermediate duration bonds is low.

Mid-term — The following 2 years - worth of spending in intermediate duration bonds (with a potential preference for TIPS to hedge against inflation).

Not exact matches

But that total is dwarfed by the more than $ 1.5 trillion invested in intermediate - term portfolios (3.5 - to six - year average duration), which include core bond funds hewing to the Bloomberg Barclays U.S. Aggregate index.

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

Collins has adopted a more defensive position in the last 18 months, reducing duration and credit risk by scaling back overweight positions in high - yield and municipal bonds, but he's sticking with allocations to intermediate term funds.

Each state - specific category includes long, intermediate, and short duration bond funds.

So in an intermediate - term bond fund, with an average duration of four to five years, the loss would be about 4 % to 5 %.

Each state - specific category includes long, intermediate, and short duration bond funds.

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

They were even tougher on me when I mentioned the possibility of picking up safer havens like intermediate treasuries via iShares 7 - 10 Year Treasury Bond (IEF) and intermediate - to - long duration municipal bonds via BlackRock Muni Assets Fund (MUA).

So by limiting yourself to bond funds with short durations or by splitting your bond stake between funds with short durations (say, two to three years) and ones with intermediate durations (say, five to seven years), you can mitigate the damage somewhat should rates rise.

We group funds by duration, separating short - term funds from intermediate - and long - term funds, to make it easy for investors to find bond funds that have a lower duration — and thus lower interest rate risk.

For example, TCW Total Return Bond (TGMNX), an intermediate - term corporate bond fund, has duration of 3.28 yeBond (TGMNX), an intermediate - term corporate bond fund, has duration of 3.28 yebond fund, has duration of 3.28 years.

The investment manager for the stable value fund invests in a portfolio of intermediate term bonds with an average duration of approximately three to four years that will provide a significantly higher interest rate, or yield, than for example the short - term (average 60 days or less) securities typically held by a money market fund.

A long bond might have a duration of 16 years, while an intermediate bond has a duration of 6.7 years and a short bond 2.7 years.

For example, you could hold an intermediate duration constant maturity bond fund over a period about equal to the fund duration.

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.