Sentences with phrase «mortgage bonds in his fund»

Michael Burry is a value investor notable for being one of the first, if not the first, to short sub-prime mortgage bonds in his fund, Scion Capital.

Yesterday I ran a post on Dr. Michael Burry, the value investor who was one of the first, if not the first, to figure out how to short sub-prime mortgage bonds in his fund, Scion Capital.

Not exact matches

Investments that are denominated in a given currency include money - market funds, bonds, mortgages, bank deposits, and other instruments.

The fund may invest in asset - backed («ABS») and mortgage - backed securities («MBS») which are subject to credit, prepayment and extension risk, and react differently to changes in interest rates than other bonds.

NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitFund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitfund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitFund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitfund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

Government bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed securities.

The fund provides exposure to a broad range of U.S. mortgage - backed bonds in a single portfolio, with a net expense ratio of just 0.09 %.

Franklin Limited Duration Income (FTF) is a closed end fund that seeks high current income and capital appreciation through investment in high yield corporate bonds, floating rate bank loans and mortgage and other asset backed securities.

According to the Fed's Board of Governors website: «Movements in short - term interest rates [which are partly driven by the aforementioned funds rate] also influence long - term interest rates — such as corporate bonds and residential mortgages...»

The fund holds a minimum of 25 % allocation to mortgage - backed securities, a maximum of 20 % in high yield corporate bonds, up to 15 % allocation to bonds denominated in foreign currencies, and a 20 % cap to emerging markets.

HFA was created as a public benefit corporation in 1960, to finance low - income housing by raising funds through the issuance of housing revenue bonds and the making of mortgage loans to eligible borrowers.

Malloy and his administration, in this case with the support of the Republican members of the Bond Commission, are borrowing money to give to privately owned, but publicly funded charter school companies so that they can pay down mortgages on buildings that they own and will be able to keep even if they decide to close their charter schools.

(3) Moneys in the REHABILITATION Facilities Insurance Fund not needed for the current operations of the REHABILITATION Services Administration with respect to mortgages insured under this section shall be deposited with the Treasurer of the United States to the credit of such fund, or invested in bonds or other obligations of, or in bonds or other obligations guaranteed as to principal and interest by, the United StaFund not needed for the current operations of the REHABILITATION Services Administration with respect to mortgages insured under this section shall be deposited with the Treasurer of the United States to the credit of such fund, or invested in bonds or other obligations of, or in bonds or other obligations guaranteed as to principal and interest by, the United Stafund, or invested in bonds or other obligations of, or in bonds or other obligations guaranteed as to principal and interest by, the United States.

Because the fund's investments in covered bonds may be secured by a pool of financial assets that include mortgages and public - sector loans, the fund may be indirectly exposed to the risks posed by mortgages and / or public - sector loans.

The fund may invest in asset - backed («ABS») and mortgage - backed securities («MBS») which are subject to credit, prepayment and extension risk, and react differently to changes in interest rates than other bonds.

In pursuing income, the fund's managers have the flexibility to invest across the fixed income spectrum, including Treasuries, mortgage - backed securities, corporate bonds and floating - rate term loans.

Also, mutual funds invest in bonds, mortgages and senior secured loans that pay floating interest rates, which periodically adjust with current rates.

In fact, our chief economist, Jonathan Smoke, has observed that mortgage rates have more to do with trends in long - term bonds than with the federal funds ratIn fact, our chief economist, Jonathan Smoke, has observed that mortgage rates have more to do with trends in long - term bonds than with the federal funds ratin long - term bonds than with the federal funds rate.

An REIT is a fund that is setup to invest in mortgage instruments, bonds, and stocks in the real estate niche.

The Fund primarily invests in U.S. government agency mortgage - backed securities as well as U.S. government - issued Treasury bills and bonds.

The Fund principally invests in U.S. government agency mortgage - backed securities as well as U.S. government - issued Treasury bills and bonds.

«Hopefully in time it will become something people are more conscious of,» Heath said, adding that community bonds are unlikely to get as much attention as «ethical funds» since advisers don't get commissions or referral fees on community bonds and many institutions aren't comfortable holding mortgages and private companies within RRSPs.

Bond Markets Pimco Sells Canadian Provinces After Worst Rout Since «94 Fascinating 2c everything hit after shift in Fed Lingo $ $ Jul 05, 2013 Fund Manager Ducks Mortgage Trouble — at His Peril...

Funds were invested mostly in bonds, stocks as well as smaller amounts in mortgages, real estate and other assets.

These funds invest in a variety of bonds, from the most creditworthy, such as U.S. Treasury bonds, to mortgage securities and corporate issues.

NFB Mortgage Bonds vs Bond Funds Thread Additional Comments There probably is a place for Mortgage Back Securities in your retirement portfolio.

So, if you pay down your mortgage, you might need less bonds / money market / emergency funds and can put more in stocks.

Government bond funds invest in bonds issued by the U.S. government and government - sponsored enterprises, as well as mortgage and other asset - backed securities.

Prior to 7/1/09, the Fund had a predetermined fixed allocation approach investing equally among portfolios investing in mortgage - backed securities, senior floa ting - rate loans and high - yield bonds.

The Fund pursues its investment objective by investing primarily in fixed income securities, such as U.S. Treasury bonds, notes and bills, Treasury inflation - protected securities, U.S. Treasury Strips, U.S. Government agency securities (primarily mortgage - backed securities), and investment grade corporate debt rated BBB or higher by Standard & Poor's Global Ratings or Baa or higher by Moody's Investors Service, Inc., or having an equivalent rating from another independent rating organization.

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.

There are many factors that influence mortgage loan rates, including unemployment and inflation levels, trends in the stock and bond markets, and the federal funds rate.

Bond funds that invest in U.S. Treasuries, corporate bonds, mortgage - backed securities, municipal bonds and other debt securities pay monthly dividends, usually at a higher rate of return than money market mutual funds.

The Fund seeks to achieve this by investing primarily in the following categories of securities and instruments of corporations and other business entities: (i) secured and unsecured floating and fixed rate loans; (ii) bonds and other debt obligations; (iii) debt obligations of stressed, distressed and bankrupt issuers; (iv) structured products, including but not limited to, mortgage - backed and other asset - backed securities and collateralized debt obligations; (v) equities; (vi) other investment companies, including business development companies; and (vii) real estate investment trusts.

«The fund invests approximately 60 % to 65 % of its assets in investment - grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage - backed securities.»

Once the mortgage is paid off, they invest the $ 2,533 former payment each month in a globally diversified mutual fund invested in 50 % stocks and 50 % bonds with an assumed average annual rate of return of 6 %.

Long - term lending would have to be other entities in the economy, such as insurance companies, pension funds, endowments, private individuals, foreign lenders, mortgage REITs, and banks funded by matching sources like CDs, bonds, and equity.

The fund had major equivalent positions in the Vanguard Mortgage - Backed Securities ETF (VMBS), SPDR ® Barclays Intermediate Term Corporate Bond ETF (ITR), iShares Intermediate Credit Bond ETF (CIU), Vanguard Intermediate - Term Corporate Bond ETF (VCIT), Schwab U.S. Aggregate Bond ETF ™ (SCHZ), and PIMCO 0 - 5 Year High Yield Corporate Bond Index ETF (HYS).

Putnam Income Fund Investment Option invests in Putnam Income Fund, which invests mainly in securitized debt instruments (such as mortgage - backed investments) and other obligations of companies and governments worldwide denominated in U.S. dollars, are either investment - grade or below investment - grade (sometimes referred to as «junk bonds») and have intermediate to long maturities (three years or longer).

Seeking opportunities through mortgage - backed securitiesBroad securitized opportunities: The fund invests in mortgage sectors, including agency MBS and CMOs, and non-agency RMBS and CMBS, and ABS.Higher potential returns: By investing in mortgage - backed bonds, the fund can offer the potential for higher returns than an investment strategy focused only on agency MBS.Leading research: The fund's portfolio managers use proprietary models to assist in the evaluation of mortgage - backed bonds and to manage the fund's interest - rate risk.

Asset Class Analysis Below, we provide examples of several types of fixed income investments and the standards we utilize to determine which securities are considered eligible for investment: Mortgage - Backed Securities In keeping with our commitment to increasing access to capital to those historically underserved, the Domini Social Bond Fund has, since its inception, maintained a substantial, long - term commitment to affordable housing primarily through the purchase of securities backed by pools of residential mortgages.

Within 30 days you use the proceeds from the sale to purchase another mutual fund that invests in GNMA bonds (Government National Mortgage Association, or Ginny Mae).

MBIA Corp. issues financial guarantees for municipal bonds, asset - backed and mortgage - backed securities, investor - owned utility bonds, bonds backed by publicly or privately funded public - purpose projects, bonds issued by sovereign and sub-sovereign entities, obligations collateralized by diverse pools of corporate loans and pools of corporate and asset - backed bonds, and bonds backed by other revenue sources such as corporate franchise revenues, both in the new issue and secondary markets.

MBIA Corp. issues financial guarantees for municipal bonds, asset - backed and mortgage - backed securities, investor - owned utility bonds, bonds backed by publicly or privately funded public purpose projects, bonds issued by sovereign and sub-sovereign entities, obligations collateralized by diverse pools of corporate loans and pools of corporate and asset - backed bonds, both in the new issue and secondary markets.

It sounds high to me, but according to the article, 61 % of PIMCO's Total Return Fund is in mortgage bonds.

Sources of mortgage funds will shift from the subsidized rates heretofore provided by the small saver to «bond - backed» sources which will reflect the higher interest rates prevailing in the loan - funds markets.

MBIA issues financial guarantees for municipal bonds, asset - backed and mortgage - backed securities, investor - owned utility bonds, bonds backed by publicly or privately funded public - purpose projects, bonds issued by sovereign and sub-sovereign entities, obligations collateralized by diverse pools of corporate loans and pools of corporate and asset - backed bonds, and bonds backed by other revenue sources such as corporate franchise revenues, both in the new issue and secondary markets.

We own only municipal bonds (purchased in 10/2008, average yield 4.84 %, tax and AMT free, in our taxable accounts), a municipal bond fund (YTD return = 24.12 %), FDIC insured CDs (purchased in 10/2008, yielding as much as 5.5 %, in our IRAs), and a fund holding mortgage securities backed by the US government, also in IRAs (YTD return = 19.36 %).