Sentences with phrase «municipal bond ladder»

The next level of sophistication involves the creation of a municipal bond ladder.

SPDJI: Municipal bond laddering is a classic approach some advisors use to manage interest rate risk and reinvestment risk.

Not exact matches

Ladders should be built only with high - quality bonds but — in municipals, especially — you never know when a snake is hidden in the underbrush.

A bond ladder involves buying a series of individual securities (typically treasury bonds, municipal bonds, investment grade corporate bonds or even CD's) across a variety of maturity dates.

The educational paper, «Laddering a Portfolio of Municipal Bonds,» is a detailed piece that covers the construction and benefits of this kind of strategy.

Let's say an investor was considering three options: creating a five - year ladder, creating a seven - year ladder, or investing in a short - term municipal bond fund.

Performance Comparison How has building a bond ladder compared to investing in a short - term municipal bond strategy?

The performance of these ladder portfolios can be compared to the S&P Short - Term National AMT - Free Municipal Bond Index, which holds bonds from 0 - 5 years to maturity and rebalances monthly.

A short - term municipal bond strategy has provided a similar risk and return experience to the ladder options, and might be appropriate if the investor does not want to manage the maintenance of a ladder, or does not need the option of withdrawing proceeds from the investment on a regular basis.

Our Laddered Investing Interest Rate Scenario Tool helps you create sample laddered municipal and corporate bond portfolios and explore how they would perform in different rising rate envirLaddered Investing Interest Rate Scenario Tool helps you create sample laddered municipal and corporate bond portfolios and explore how they would perform in different rising rate envirladdered municipal and corporate bond portfolios and explore how they would perform in different rising rate environments.

Eaton Vance Corp is to launch two additional NextShares exchange - traded managed funds, the Eaton Vance Global Income Builder NextShares -LRB-: EVGBC) and Eaton Vance TABS 5 - to - 15 Year Laddered Municipal Bond NextShares (EVLMC).

In these bond ladder ETFs, all of the underlying investments are concentrated in a selected maturity window (e.g., 2018 investment grade corporates or 2017 municipals).

Individual municipal bonds may be employed for certain rungs of the ladder, with target maturity ETFs positioned in the remaining rungs.

Tom: The introduction of target maturity municipal bond ETFs means that investment advisors that prefer to use ladders as a way of managing interest rate risk may continue to do so.

Flexibility is required to assemble your own ladder of municipal bonds.

Our laddered portfolios seek to diversify sector and issuer exposure and are constructed using high quality municipal bonds whose maturities are staggered from one to six, 12 or 18 years — ranges chosen specifically in an effort to add value.

Lord Abbett's new Muni - Ladder Interest Rate Scenario Tool enables you to create sample laddered municipal bond portfolios and see how they would perform in different rising - interest - rate environments.