Sentences with phrase «longer average maturity»

If a fund has a longer average maturity and wishes to discourage shorter - term trading behavior, a redemption charge could be assessed for some limited period following a purchase to protect longer - term fund holders.

The longer the average maturity or

For a steadier income stream, consider a fund with a longer average maturity.

The average maturity of the fund you are investing in is very important, as the longer the average maturity the more sensitive the fund will be to changes in interest rates, and the more volatile your returns will be.

The longer the average maturity of the bond fund, the greater will be the variation in the return on the bond fund when interest rates change.

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.

You'll usually see 3 general categories with increasingly longer average maturities:

Not exact matches

Though the weighted - average maturity of Treasury debt is currently longer than normal, the average is still only 5.8 years, and half of the debt will have to be rolled over by 2019, at whatever interest rates emerge in the interim.

CommonBond's average savings methodology excludes refinance loans during the period mentioned above in which members elect a refinance loan with longer maturity than their existing student loans, the term length of the member's original student loan (s) is greater than 30 years, and the member did not provide sufficient information regarding his or her outstanding balance, loan type, APR, or current monthly payment.

CommonBond's average savings methodology excludes refinance loans during the period mentioned above in which members elect a refinance loan with longer maturity than their existing student loans, the term length of the member's original student loan (s) is greater is than 30 years, and the member did not provide sufficient information regarding his or her outstanding balance, loan type, APR, or current monthly payment.

IGOV favors long - dated bonds, and the fund's weighted average maturity hovers near the one - decade mark.

Its long effective duration, weighted average maturity and yield - to - maturity match those of our benchmark to perfection.

My summary advice for the FOMC would be this: before you flatten / invert the yield curve, start selling all of the long MBS and Treasury bonds with average maturities longer than 10 years.

The remaining investments can be in longer - term issues, provided the overall weighted average maturity of the fund is 60 days or less.

There are three distinct average maturity ranges for municipal bond funds, which is a measure of how long the bonds the fund holds have until maturity.

The longer the maturity (for a single bond) or average maturity (for a bond fund), the more likely you'll see prices move up and down when interest rates change.

Therefore, you'd want the average duration or maturities in your bond fund (s) to be shorter, not longer.

It tracks issues as long as five years but average maturity is half that.

The Committee also will purchase longer - term Treasury securities after its program to extend the average maturity of its holdings of Treasury securities is completed at the end of the year, initially

These funds can invest in debt instruments having average maturity longer than 91 days (which is maximum average maturity of an instrument in which a liquid fund can invest).

The «belly» of the curve, or the 5 to 10 year maturity range, is performing as well as longer term bonds as the weighted average Read more -LSB-...]

As time goes by and bonds get closer to their maturity dates, the portfolio manager will replace some of the shorter - term bonds with longer - term ones in order to keep the average within the stated range.

The longer maturities of the index, which average 9.75 years and duration of 6.36 years, hurt the index at a time when short durations were the only protection to interest rate risk.

Simply put, Buffett has sold long - dated insurance against the debt of specific companies (credit default obligations or CDSs, expiring between 2009 and 2013) and against declines in the world's major stock market indices (equity index put options, with the first expiration in 2019 and average maturity of 13.5 years).

The option of holding to maturity means you will have to wait longer than most can wait, and most institutional investors don't even have an average 10 - year holding period.

My summary advice for the FOMC would be this: before you flatten / invert the yield curve, start selling all of the long MBS and Treasury bonds with average maturities longer than 10 years.

And I see no change in prospects: We're at the end of a long & painful life expectancy adjustment process (in fact, June NAV inc. a meaningful positive LE impact), and the insured are now 91.5 yrs old on average — maturities will inevitably accelerate (peaking in 2019 - 20).

Funds with longer average weighted maturities or lower quality ratings have been marked down out of all proportion to the genuine risk of default of the portfolios.

They have experienced modest losses (averaging 3 %): but the maturities are long enough, and the yields high enough that they will benefit from an eventual recovery.

SoFi's average savings methodology for student loan refinancing excludes refinancings in which 1) members elect SoFi loans with longer maturity than their existing student loans, as these borrowers typically forfeit lifetime savings for lower monthly payments; 2) the term length of the member's original student loan (s) is greater is than 30 years; and 3) the member did not provide correct or complete information regarding his or her outstanding balance, loan type, APR, or current monthly payment.

«The big plus is the potential for wealth building,» Pinto said, since the authors found the average maturity of fixed - COFI mortgages to be 23 years, so long as the borrower did not refinance or extract equity.

This means there is very little long - term principal risk assuming you are actually holding the instrument across its average effective maturity.

As a result, it has a longer weighted - average maturity than our benchmark, as well as most other intermediate - term credit funds.

As a result, you will always have something maturing, and you'll enjoy the yield of a longer maturity obligation while having a shorter average maturity.

Clearly, actual holding periods, particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

The downside risk for the biotech fund particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

On the other hand, when real yields are at historically low levels (such as in March 2008, when the real yield on some TIPS even turned negative), you might not want to own TIPS with an average maturity as long as nine years, as do the funds.

Current TIPS yields are below the long - term average real yield of both nominal bonds and TIPS, but the steepness of the TIPS yield curve means longer - maturity TIPS are yielding higher percentages of both the historic real return on nominal bonds of the same maturity and the historical yield on TIPS.

SoFi's average savings methodology for student loan refinancing excludes refinancings in which 1) members elect SoFi loans with longer maturity than their existing student loans 2) the term length of the member's original student loan (s) is greater is than 30 years 3) the member did not provide correct or complete information regarding his or her outstanding balance, loan type, APR, or current monthly payment.

We need more research like this to investigate exactly why sexual maturity is correlated with these relationship outcomes later in life, but for the time being, it appears that waiting longer than average to have sex does result in fewer but happier romantic experiences.