Sentences with phrase «maturity corporate bond fund»

Not exact matches

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.

The fund has no targeted maturity, but does target a duration within 10 % of the Bloomberg Barclays U.S. Corporate Investment Grade Bond Index, which as of the end March was 7.5 years.

Both funds spread your investments out among corporate bonds and U.S. government bonds with various maturities.

Debt mutual funds mainly invest in fixed income securities like Treasury Bills, Government securities, corporate bonds, and other debt securities with different maturities.

While traditional target - date funds use a mix of equities and fixed - income, the new BMO ETFs use only investment - grade corporate bonds, gradually shortening the maturities as the target date approaches.

Ideally, you want to choose a combination of low - cost funds that will give you exposure to stocks of all types and styles (domestic, foreign, large, small, growth and value) as well as bond funds that track the broad investment - grade bond market (government and corporate issues in a range of maturities).

While the two main categories of funds are those that provide taxable or tax - exempt income to investors, bond funds also vary based on maturity (short - term, long - term), type of issuer (municipal, corporate, etc.), strategy, investment objective and credit quality.

We love high yield corporate bonds; they pay a lot more interest than treasuries and also because these are not the greatest borrowers — I'm not talking little companies; think CitiBank and other very big companies that don't have a pristine credit rating — they can not lend money out very long so the maturities of our high yield bond fund is closer in.

Just don't confuse individual bonds with bond funds: individual bonds come with the maturity date, so if the interest rise (or fear) and values of ALL corporate and municipal bonds drops, if you have individual bonds you can just wait to maturity and still get your money.

Through its investment in Vanguard Total International Bond Index Fund, the Portfolio also indirectly invests in government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

Intermediate - term bond funds invest primarily in corporate and other investment - grade U.S. fixed - income securities and tend to have average effective maturities of four to ten years.

Read the prospectus for your fund and it will have the average duration as well as information about the issuers of the bonds it does invest in (govt, agency, mortgage backed, foreign, high quality corporate, etc) and whether there are constraints on the target average maturity.

The fund will invest in a broadly diversified portfolio of high - quality bonds, including Treasury, mortgage - backed, and corporate securities of varying yields and maturities.

With a portfolio composed of investment - grade debt from corporate, sovereign and supranational issuers with three - year maximum maturities, the iShares 1 - 3 Year Credit Bond ETF (NYSEARCA: CSJ) aims to offer a higher distribution yield than comparable all - Treasury funds, but it does have a marginally higher credit risk.

Vanguard's fund invests about 30 percent in corporate bonds and 70 percent in U.S. government bonds of all maturities.

Vanguard Group has a variety of low - cost corporate - bond mutual funds, both actively managed and indexed, that target securities with different maturities.

(Kotak Bond Short Term (Apr. 14,» 08), Kotak Flexi Debt (Jul. 11,» 07), Kotak Floater Short Term (Nov. 25,» 07), Kotak Liquid (Jul. 11,» 12), Kotak Kotak Banking and PSU Debt Fund (Apr. 14,» 08), Kotak Treasury Advantage Fund (Formerly Known as Kotak Floater Long Term Scheme)(Jul. 11,» 07), Kotak Income Opportunities Fund (May 11,» 10), Kotak Medium Term Fund (Mar. 21,» 14), Kotak Low Duration Fund (Jan. 31,» 15), Kotak Corporate Bond Fund (Jan. 31,» 15), All Fixed Maturity Plans in existence (Aug. 13,» 15), Business Experience Mr. Deepak's career has started from Kotak AMC when he joined the organization in December 2002 where he was initially in Research, Dealing and then moved into Fund Management from November 2006.

Fixed - income: Regardless of country or supra - national market, the fixed - income fund should have holdings throughout the entire length of the yield curve (most available maturities), as well as being a mix of government, municipal (general obligation), corporate and high - yield bonds.

BMO's target maturity funds are basically corporate bond ETFs that have a maturity date.

Gregory Davis, head of Vanguard Fixed Income Group, says new fund invests primarily in high - quality bonds across the investment - grade market, including Treasury, mortgage - backed, corporate and asset - backed securities of varying yields and maturities.

The fund would also compete directly with the $ 38.6 billion iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), which covers the full maturity range of the U.S. corporate bond space and has an expense ratio oCorporate Bond ETF (LQD), which covers the full maturity range of the U.S. corporate bond space and has an expense ratio of 0.1Bond ETF (LQD), which covers the full maturity range of the U.S. corporate bond space and has an expense ratio ocorporate bond space and has an expense ratio of 0.1bond space and has an expense ratio of 0.15 %.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 ybond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

Through its ownership of Vanguard ® Total International Bond Index Fund, the Portfolio indirectly owns government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

In addition, in 1999 John Bogle analyzed bond maturity and quality groupings for government, corporate, and municipal funds.4 He found that in 24 out of 24 comparisons higher expenses meant lower returns.