Sentences with phrase «of bond indexes similar»

Although bonds do not have voting rights, ESG considerations can be applied to the construction of bond indexes similar to how they are for equity indexes.

Not exact matches

Bonds of an index with similar characteristics can be grouped together and will have similar risk attributes.

While your main points will likely be similar, I agree with Clark that the Barclays US Aggregate Bond Index versus long Treasuries is something of an apple to oranges comparison, since the Barclays US Aggregate Bond Index not only includes includes Treasuries, but also government - related and corporate securities, MBS (agency fixed - rate and hybrid ARM pass - throughs), ABS and CMBS (agency and non-agency).

Meanwhile, emerging market bonds that make up the J.P. Morgan EMBI Global Core Index, currently offer similar yields and may benefit from global reflationary trends despite the potential challenge of higher valuations and a rising U.S dollar in the short term.

Similar to a barometer, the duration of the Bloomberg Barclays US Aggregate Bond Index is a helpful indicator of coming change.

The index has a 12 - month trailing yield of 2.18 %, which is roughly similar to the Bloomberg Barclays U.S. Aggregate Bond Index's 2.33 % yield and is higher than the S&P 500's 1.78 % (source: Bloomberg, as of 1/4/2index has a 12 - month trailing yield of 2.18 %, which is roughly similar to the Bloomberg Barclays U.S. Aggregate Bond Index's 2.33 % yield and is higher than the S&P 500's 1.78 % (source: Bloomberg, as of 1/4/2Index's 2.33 % yield and is higher than the S&P 500's 1.78 % (source: Bloomberg, as of 1/4/2018).

Stratified sampling allows us to select a subset of bonds that have similar characteristics of a bond index, without having to hold every single bond.

Similar to mutual funds, ETFs allow access to a number of types of stocks and bonds (or asset classes), provide an efficient means to construct a fully diversified portfolio, include index - and more active - management strategies and are comprised of individual stocks or bonds.

The S&P Municipal Bond New Jersey General Obligation Index has seen its weighted average yield rise by 21bps in 2015 eerily similar to the rise of yields in the S&P Municipal Bond Puerto Rico General Obligation Index which have moved 22bps higher.

Tracking a large bond index is difficult and expensive, so index funds pegged to the DEX Universe always use «representative sampling,» selecting a smaller of number bonds with similar overall characteristics.

While the new Total International Bond Index Fund is, overall, fairly similar to the domestic Total Bond Market Index Fund, Vanguard's new Emerging Markets Government Bond Index Fund is an entirely different beast due to its level of credit risk and its corresponding yield.

The fund will compete with a benchmark similar to a 60 - 40 mix of the S&P 500 index and the Aggregate Bond Iindex and the Aggregate Bond IndexIndex.

If my relatives had invested into the E-series of four funds in similar allocations (TD CDN Bond, CDN Index, US Index & INT Index) to date they would have cumulatively returned (without rebalancing) 15.11 %.

Bonds of an index with similar characteristics can be grouped together and will have similar risk attributes.

cf Jay's comment... found this in the SEI prospectus «The Funds may undertake derivative activities, including the holding and trading of futures contracts to achieve a return that is similar to the stock exchange or bond index which represents the target return for the Fund.

If I didn't have anything saved yet, I'd either start with a lifecycle / target - date fund for my retirement, or with a portfolio of broad mutual funds and index funds with an asset allocation similar to one you'd get in a lifecycle fund: some stocks and some bonds.

Core real estate, as represented by the National Council of Real Estate Investment Fiduciaries Property Index, tends to have similar volatility to corporate and government bonds with a higher return over the long term.