Sentences with phrase «many bond categories»

«Despite a fine 2010 showing and first - half 2011 gains that edged out the intermediate - bond category average, some investors and pundits have talked as if this fund has lost its edge,» Morningstar's Eric Jacobson writes in an analyst profile of the fund.

National muni bond categories are: B - MNST - Short - Term National Muni Bond: Invest in muni bonds with average maturity of less than three years.

The returns were much lower across the board for all bond categories.

Spreads on the lowest quality segment of the «junk» bond category, «C» rated bonds, have narrowed by an extraordinary 30 percentage points since late 2001, to around 5.5 percentage points.

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).

The global bond category may also include U.S. issuers.

The return / risk characteristics tend to maximize portfolio returns, even if other bond categories look more attractive on a side by side compare, which several will.

According to data on U.S. - based ETFs and open - end mutual funds from Morningstar Direct, $ 200.3 billion was invested in international bond categories, while $ 3.6 trillion was in U.S. bond categories, as of year - end in 2015.

When I say show me one verse that Jesus said which is wrong and I will become agnostic this verse goes in the Barry Bonds category with an *

Americans listen to stupid doctors for parenting advice instead of their own intuition as parents... our country is SO effed up in the parenting / nurturing / bonding category... but somehow we still wonder why Americans as a whole are so angry?

For an example of short - duration bond funds, here are the top results for short - term bond, and ultra-short bond category funds from Fidelity's mutual fund evaluator.

While active managers beat their respective benchmark in the short - term bond category, this was not the case in the longer - term diversified / aggregate category.

In the fixed income categories, active managers overwhelmingly underperformed their benchmarks: 83.52 % of managers in the Brazil Corporate Bond category and 82.95 % in the Brazil Government Bond category underperformed their respective benchmarks in 2014.

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).

The quarterly down market capture of the DRS is almost identical to that of the Non-traditional bond category, and the maximum drawdowns are similar.

Municipal bonds aren't an exciting topic over a cocktail party, however they were one of the best performing bond categories in 2015.

According to data on U.S. - based ETFs and open - end mutual funds from Morningstar Direct, $ 200.3 billion was invested in international bond categories, while $ 3.6 trillion was in U.S. bond categories, as of year - end in 2015.

Emerging market equity funds stood out on the equity side with a category return of 3.64 % while the long government bond category rallied and closed the month up 5.83 %.

On the risk ladder, it falls into our intermediate - term bond group (bond Category 2).

The Municipal Bond category includes national portfolios, broken out by maturity, as well as single - state categories.

The global bond category may also include U.S. issuers.

And what should the allocations be within the bond category?

It is useful to point out that when it comes to investing, more than 90 % of people are muppets and should be buying low - cost index funds within the stock and bond categories.

Of it, Charles notes: «Among highest return in short bond category across current full cycle (since Sept 2007 through Jan 2015... still going) and over its 14 year life.

All bonds, bond funds and bond ETFs go into the bond category.

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.

All five top bond funds in the foreign bond category are repeats from last year.

Managers in the intermediate - term actively managed bond category saw the most substantial improvement in their one - year success rate; 85 % of these funds survived and outperformed their passive peers.

The differential between the funds with the highest and lowest expense ratios within the taxable bond and municipal bond categories was even greater: near 3.5 times.

Tax - exempt high - yield bonds A category of tax - exempt high - yield bonds is not covered in this booklet.

Of all of the mortgage bond categories, only CMBS offered assets with a ten - years or more duration, with minimal credit risk.

Short - Term Debt Funds Source: Morningstar; As on 23 - Nov - 2017; Category — Aditya Birla Sun Life Treasury Optimizer — Intermediate Bond Category — Tata Short Term Bond Fund — Short Term Bond

Following the homebuilders sector is the consumer staples sector and long - term government bond categories, which have gained an average of 13.9 % and 13.7 %, respectively.

Morningstar rated this Fund, in Morningstar's short - term bond category, 4 stars for the Overall period out of 455 funds, 5 stars for the 10 - year period out of 255 funds, 4 stars for the five - year period out of 393 funds and 3 stars for the three - year period out of 455 funds for performance periods ending 3/31/18.

Not exact matches

For ratings issued on a program, series or category / class of debt, this announcement provides relevant regulatory disclosures in relation to each rating of a subsequently issued bond or note of the same series or category / class of debt or pursuant to a program for which the ratings are derived exclusively from existing ratings in accordance with Moody's rating practices.

It's that connection that causes those drive - through lines to snake down the street: Tims scored highest among all brands in the survey's «citizenship» category, meaning its ties to communities have helped forge a bond stronger than a cup of coffee.

Build America Bonds (BABs) are a recent category of taxable municipal bonds, introduced in the wake of the 2008 financial crBonds (BABs) are a recent category of taxable municipal bonds, introduced in the wake of the 2008 financial crbonds, introduced in the wake of the 2008 financial crisis.

an interest - bearing promise to pay a specified sum of money (the principal amount) on a specific date; bonds are a form of debt obligation; categories of bonds are corporate, municipal, treasury, agency / GSE

Many asset categories are currently in bubble territory and prone to downward adjustments: growth stocks, bonds, real estate in many markets, arts, collectibles, and luxury goods, and cryptocurrencies.

Each fund has a stated objective, generally focusing on a particular sector, such as corporate or Treasury bonds, or broad category, such as investment grade or high yield.

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

For example, an investor may invest in 4 or more funds, each representing different fund categories, such as large - cap stock, small - cap stock, foreign stock, and fixed income (bonds).

Investment grade bonds are considered to be lower risk and, therefore, generally pay lower interest rates than non-investment grade bonds, though some are more highly rated than others within the category.

Bond ETFs saw their highest inflows in three years in April Rise in yields attracted buyersInvestors snapped up fixed - income exchange - traded funds in April, with the category seeing its biggest month of inflows in more than three years.

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.

Rated bonds fall into one of two categories: investment grade or non-investment grade (also known as high yield).

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.

It occurred rather because in 2015 there was a series of debt transactions (mainly provincial bond swaps aimed at reducing debt - servicing costs and extending maturities) that extinguished debt that had been included in the TSF category and replaced it with debt not included in TSF.

Moody's, Standard & Poor's, and Fitch append their ratings with an indicator to show a bond's ranking within a category.

Individual bonds may be the best known type of fixed income security, but the category also includes bond funds, ETFs, CDs, and money market funds.