Sentences with phrase «means bond values»

The seesaw relationship between yield and price means bond values have fallen sharply: over the same period broad - based index ETFs such as the Vanguard Canadian Aggregate Bond (VAB) have lost well over 3 %.

Not exact matches

That means that losers will be investors who bought 30 - year, fixed - rate bonds, because those values will go down.

Investing in the bonds means that as long as Tesla is worth about a quarter of its current value, «We're guaranteed not to lose money,» Palihapitiya explained.

A spike in bond yields and a clear change of direction from central banks means there isn't a lot of value in global bond markets, a fund manager told CNBC on Tuesday.

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

Predictably, gold and bond prices are seeing advances as people try to flee to relative safety, but that could just mean equities are becoming a better value bet for those with greater intestinal fortitude.

If interest rates decline, however, bond prices usually increase, which means an investor can sometimes sell a bond for more than face value, since other investors are willing to pay a premium for a bond with a higher interest payment.

But lower interest rates generally mean higher stock and bond prices, as well as increases in the value of real estate, which has been another important source of wealth for many savers, particularly seniors.

This means there is not much work to be done on your part when selecting bonds because there is not much likelihood that any bonds trade for a huge discount to their fair value.

This means the bonds in the fund should not decrease in value quite as quickly as the prices in the longer - dated Aggregate Bond fund.

For example, a 3 - year duration means a bond will decrease in value by 3 % if interest rates rise one percent, or increase in value by 3 % if interest rates fall one percent.

Oversimplifying, that means excluding unrealized gains in its bond portfolio and excluding the value of its deferred tax asset (because of historical losses, AIG won't be a cash taxpayer for years).

Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis point move in interest rates would be expected to impact Fund value by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

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That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

In this example, the par value of the bond is $ 100, but it is priced below the par value at $ 95.92, meaning that the bond is priced at a discount.

For example, a total return of 20 % means the security increased by 20 % of its original value due to a price increase, distribution of dividends (if a stock), coupons (if a bond) or capital gains (if a fund).

We went from thinking about just diversifying between stocks and bonds to now diversifying across asset classes, meaning large cap and small cap, value and growth, made the world much more complex, but opportunities for advisors like you, Joe, to help your clients by adding value through superior design, better diversification of portfolios.

This means that the face value on your existing bonds will fall (to match the interest rate you could get buying a new bond).

For bonds, purchasing on the primary market means you buy directly from the bond's issuer and pay face value.

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shValue is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shvalue of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shvalue by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

For instance, if a bond has a maturity date of January 1 2020, that means the par value will be paid to the bondholder at that date.

The bondholder receives the par value of the bond when the bond reaches its maturity date, meaning the specified period of time is up.

The high degree of balance sheet leverage for certain bond insurers means that small changes in the values of these portfolios have a large impact on the bond insurers» capital base.

For example, if a bond is selling at 95, it means that the bond may be purchased for 95 % of its face value; a $ 10,000 bond, therefore, would cost the investor $ 9,500.

Second, it meant (and means) that investors are finally receiving at least a nominal rate of interest on their cash equivalents and short - term bond holdings going forward — a welcome change for patient value investors.

The duration of VFITX (the treasury bond fund) is 5.2 years, which means that if interest rates rise 1 %, the value of the bond fund will fall about 5 %.

The Markit iBoxx ® $ Liquid Investment Grade Index is a modified market - value weighted index designed to provide a balanced representation of U.S. dollar - denominated investment grade corporate bonds publicly offered in the United States by means of including the most liquid investment grade corporate bonds available as determined by the index provider.

Strategic Total Return carries a duration of about 3.5 years, meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3.5 % on the basis of bond price fluctuations, about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

The Markit iBoxx ® $ Liquid High Yield Index is a modified market - value weighted index designed to provide a balanced representation of U.S. dollar - denominated high yield corporate bonds for sale within the United States by means of including the most liquid high yield corporate bonds available as determined by the index provider.

This duration figure means that if interest rates were to rise one percent this year, the value of the bonds in this fund would fall approximately 2.7 %.

I Bonds are purchased at face value, meaning if you pay $ 50 using your refund, you get a $ 50 Savings Bond.

the quantity in which additional bonds can be purchased beyond the initial investment quantity; for example 5, meaning $ 5000 face value

To me that means tax - exempt municipal bonds may have value for a wider investor base beyond the highest tax brackets.

the interest rate a bond's issuer promises to pay to the bondholder until maturity, or other redemption event, generally expressed as an annual percentage of the bond's face value; for example, a bond with a 10 % coupon will pay $ 100 per $ 1000 of the bond's face value per year, subject to credit risk; when searching Fidelity's secondary market fixed income offerings, customers can enter a minimum coupon, maximum coupon, or enter both to specify a range and refine their search; when viewing Fidelity's fixed - income search results pages, the term «Step - Up» instead of a numeric coupon rate means the coupon will step up, or increase over time at pre-determined rates and dates in the future; clicking Step - Up will reveal the step - up schedule for that security

Mortgage - backed investments, unlike traditional debt investments, are also subject to prepayment risk, which means that they may increase in value less than other bonds when interest rates decline and decline in value more than other bonds when interest rates rise.

That means that assets and debts denominated in dollars, e.g. cash, loans, bonds, and the like, also decrease in value relative to all the many assets that are not defined in terms of dollars, e.g. stocks, commodities, and real estate.

The maturity rate (meaning the time when a bond reaches the value displayed on the front) is 20 years, although it can continue to gain interest for an additional ten years after that.

Most older bonds trade at a premium these days, which means they are priced above face value because their coupons are higher than those of newly issued bonds.

Strategic Total Return has a duration of about 3 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to affect Fund value by about 3 % on the basis of bond price fluctuations), just over 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

Fund Value means the market value of the units as on date of Intimation excluding sum assured and any other death benefit after deducting applicable charges as per «policy bond» as on date of IntimaValue means the market value of the units as on date of Intimation excluding sum assured and any other death benefit after deducting applicable charges as per «policy bond» as on date of Intimavalue of the units as on date of Intimation excluding sum assured and any other death benefit after deducting applicable charges as per «policy bond» as on date of Intimation.

They focus on net fund alphas, meaning after - fee returns in excess of the risk - free rate, adjusted for exposures to three kinds of risk factors well known at the start of the sample period: (1) traditional equity market, bond market and credit factors; (2) dynamic stock size, stock value, stock momentum and currency carry factors; and, (3) a volatility factor specified as monthly returns from buying one - month, at ‐ the ‐ money S&P 500 Index calls and puts and holding to expiration.

The Par Value or Face Value is a term used to define the principal value of each bond, which means the amount you had paid while purchasing the Value or Face Value is a term used to define the principal value of each bond, which means the amount you had paid while purchasing the Value is a term used to define the principal value of each bond, which means the amount you had paid while purchasing the value of each bond, which means the amount you had paid while purchasing the bond.

The 10 % yield means that the $ 50 paid to you annually as interest is 10 % of the current bond value ($ 500).

For example, a two - year duration means that the bond will decrease in value by 2 % if interest rates rise by 1 % and increase in value by 2 % if interest rates fall by 1 %.

In the case of bonds and debentures, it means 1 % of the issue's par value, which is almost universally 100.

With a $ 1000 face value, at the moment the bond is issued, with coupons of $ 15 each, the price, 100, means the yield and YTM are both 3 %.

On the redemption date, bonds are usually redeemed at «par», meaning the company pays back exactly the face value of the bond.

This means that holding these bonds until maturity will mean they will only receive half of the original nominal value of the bond, and that is assuming no further write downs occur.

Both their face value and interest payments are pegged to the Consumer Price Index and adjusted twice a year, which means you're guaranteed to maintain your purchasing power over the life of the bond.