Sentences with phrase «intermediate term bond»

Their reason for existence has gone away, and now they are expensive short - to - intermediate term bond funds.

The end result using less cash ballast is nearly the same as using larger amounts of intermediate term bond ballast.

The first is an intermediate term bond fund.

The Median Fund is based on monthly returns of the median intermediate - term, actively managed funds within the Morningstar intermediate term bond category with the Bloomberg Barclays U.S. Aggregate Bond Index as a primary benchmark.

Lipper classifications for the Baird funds are as follows: Ultra Short Bond Fund is Lipper Ultra Short Obligations Funds; Short - Term Bond Fund is Lipper Short Investment Grade Debt Funds; Intermediate Term Bond Fund is Lipper Core Bond Funds; Aggregate Bond Fund is Lipper Core Bond Funds; Core Plus Bond Fund is Lipper Core Plus Bond Funds; Short - Term Municipal Bond Fund is Lipper Short Municipal Debt Funds; Quality Intermediate Municipal Bond Fund is Lipper Intermediate Municipal Debt Funds; Core Intermediate Municipal Bond Fund is Lipper Intermediate Municipal Debt Funds.

How would a factor - driven, rules - based ETF perform relative to traditional intermediate term bond managers?

Oh, and it's offered at a net fee of 25 basis points1, which is lower than 95 % of the funds in the Morningstar Intermediate Term Bond category (source: Morningstar as of 3/15/2018).

How would a factor - driven, rules - based ETF perform relative to traditional intermediate term bond managers?

Oh, and it's offered at a net fee of 25 basis points1, which is lower than 95 % of the funds in the Morningstar Intermediate Term Bond category (source: Morningstar as of 3/15/2018).

Vanguard Intermediate Term Bond Assets: $ 6.2 billion Expense ratio: 0.10 percent 1 - month return though 8/20: 1.3 percent

So you could buy a mix of short - term and intermediate term bond funds to spread out your risk.

For example, if inflation and interest rates increase rapidly soon, it may be prudent to add more bonds to your portfolio or replace cash ballast with intermediate term bonds.

More important, the earnings yield on the S&P 500 trumps the yields on major alternatives, such as intermediate term bonds and treasury bills.

Bonds can be grouped into three broad categories depending on their terms to maturity: short term bonds of 1 to 5 years, intermediate term bonds of 5 to 12 years, and long term bonds of 12 to 30 years.

The expectation is that the difference in return between short and intermediate TIPS will be similar to the difference between short and intermediate term bonds.

Cleary, equity based alternative strategies, such as long / short equity, struggled to keep up with the strong rally in March, however, nontraditional bond funds performed well relative to their long - only counterpart (Intermediate Term Bonds).

Inside five years, buy short / intermediate term bonds.

Wanted to reduce equity exposure and couldn't stomach any more intermediate term bonds.

As we mentioned, intermediate term bonds and long - term mortgages (more properly, Mortgage - Backed Securities, or MBS) compete for the same fixed - income investor dollar.

The reality is that the average bond portfolio people own should be concentrated in short and intermediate term bonds.

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.

Cash provides no return — This appears to be a rather narrow view, because a reasonable definition of cash can equate to a 1 to 2 % return (without inflation adjustment), which is not too different than the current expected return on intermediate term bonds (as of November 2017).

At the same time, some countries in Europe and Japan were issuing short and even intermediate term bonds with negative interest rates to stimulate their economies.

PIMCO Total Return Fund leverages the firm's time - tested investment process, vast global resources and expertise of three industry - renowned portfolio managers to actively seek diverse sources of returns from higher - quality, intermediate term bonds.

Not exact matches

By comparison, popular intermediate - term U.S. bond funds managed by PIMCO and others run $ 1.02 trillion, up 2.6 percent in net assets this year.

Other funds pulling in money lately include the Vanguard Intermediate - Term Corporate Bond and SPDR Barclays Short Term Corporate Bond, both of which took in more than $ 300 million over the past week.

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.

What should worry you is the absence of long - term fundamental investors who will buy bonds — intermediated by dealers, sure — when everyone else is selling.

You can invest in bond funds by stated maturities (short - term, intermediate - term, long - term), credit quality (treasuries, junk bonds, investment grade corporate bonds) or pretty much any other way you can separate bond investments.

Although this rally can definitely continue over the short - term, I think over the long - term intermediate bonds are probably a better bet for a lower risk portion of the portfolio.

Funds can also have different levels of interest rate sensitivity depending on whether they focus their investments on short, intermediate, or long - term bonds.

The Ibbotson U.S. Intermediate - Term Government Bond Index is a custom index designed to measure the performance of intermediate - term U.S. goverIntermediate - Term Government Bond Index is a custom index designed to measure the performance of intermediate - term U.S. government boTerm Government Bond Index is a custom index designed to measure the performance of intermediate - term U.S. goverintermediate - term U.S. government boterm U.S. government bonds.

«Total bond» funds invest in a combination of short -, intermediate -, and long - term bonds with varying degrees of credit quality and risk.

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.

Municipal - National Fidelity ® Conservative Income Municipal Bond Fund (FCRDX) Fidelity ® Conservative Income Municipal Bond Fund - Institutional Class (FMNDX) Fidelity Tax - Free Bond Fund (FTABX) Fidelity ® Municipal Income Fund (FHIGX) Fidelity ® Intermediate Municipal Income Fund (FLTMX) Fidelity ® Limited Term Municipal Income Fund (FSTFX) Fidelity Municipal Income 2019 Fund (FMCFX) Fidelity Municipal Income 2021 Fund (FOCFX) Fidelity ® Municipal Income 2023 Fund (FCHPX) Fidelity ® Municipal Income 2025 Fund (FIMSX)

The Direxion 30 - year Treasury Bull 3X ETF ($ TMF), an index that tracks the performance of long - term US government T - bonds, has been in a long - term uptrend since February of 2011, but has been in an intermediate - term downtrend (correction) off its highs since July of 2012.

Long bonds will end up being a very volatile investment at some point once rates or inflation rise from current levels, but intermediate - term bonds should continue to dampen stock market volatility.

The worst one I could find in the BC Agg (which would be an approximation of the entire bond market & intermediate term) was -13 % in the 1979 - 80 period.

Government Fidelity ® Intermediate Government Income Fund (FSTGX) Fidelity ® Limited Term Government Fund (FFXSX) Fidelity ® Government Income Fund (FGOVX) Fidelity ® Inflation - Protected Bond Fund (FINPX)

Intermediate - term bonds were up an average of more than 7 percent, earning a spread of more than 37 percent in outperformance over stocks during a bear market.

The following table shows how intermediate - term bonds performed over these same bear markets:

Fixed income fund sample includes the Morningstar historical categories: Corporate Bond, Inflation - Protected Bond, Intermediate Government, Intermediate - Term Bond, Muni California Intermediate, Muni National Intermediate, Muni National Short, Muni New York Intermediate, Muni Single State Short, Short Government, Short - Term Bond, Ultrashort Bond, and World Bond.

That's why an investor should have money in bonds, so that your short - term needs, your intermediate - term needs can be met from bonds,» he told «Closing Bell.»

For intermediate - and longer - term bond yields, it's all about inflation and growth expectations.

In other words, it's time to slice up the stock and bond pies into allocations across specific investment categories: large, mid, small, and international stock holdings, plus determining how much intermediate or short - term bonds you want to own.

B - GenIT - General Bond: Intermediate - Term: Invest in a mix of government and agency bonds, corporate bonds, and mortgage - backed bonds.

Even intermediate term government bonds returned almost 9 % per year.

B - MNIT - Intermediate - Term National Muni Bond: Invest in muni bonds with average maturity of three to 10 years.

Despite the Fed's 25 basis point rate hike, intermediate term investment grade bonds (Corporates and Munis) still squeaked out positive returns in Q1.

Flows into EPFR - tracked U.S. Government Bond Funds this year have tilted to those with short - term (zero to four - year) mandates, although the rotation so far has come at the expense of funds with intermediate - term mandates.