Sentences with phrase «of the bond fund»

Some in the market have attributed the sharp market swings seen during the downturns in October and December as indicating structural problems with liquidity in the market — and some fingers have been pointed at the proliferation of bond funds.

Since 2008 there have been $ 280 billion in net redemptions from stock mutual funds, vs. $ 645 billion in net sales of bond funds, according to the Investment Company Institute.

Open - end bond mutual funds — the most common type of bond fund — are among the most treacherous investments because they can collapse.

Think of a bond fund like something of a perpetual dollar cost averaging vehicle.

Conversely, a fall in the common - stock proportion to 45 % would call for the use of one - eleventh of the bond fund to buy additional equities.»

OBJECTIVE OF THE FUND Make sure you understand the objective of the bond fund before making an investment.

In most other countries with which we normally like to compare our financial markets, the corporate sector makes greater use of bond funding.

The NAV (net asset value) of a bond fund will move up or down based on a number of factors such as changes in interest rates, credit quality, and currency values (for international bonds) for the different bond holdings in the fund.

Investors have been withdrawing money aggressively out of bond funds recently, and it's pretty much all Pimco's fault.

«Part of the role of bond funds is to diversify against equity risk.

And those numbers overstate the effect of bond fund trading because they exclude bond trading at regional brokerages, which play a large role in the municipal securities market.

Weekly withdrawals slowed sharply this past week to $ 6 billion, or roughly one - fifth of bond fund outflows the week before.

Certain types of bond funds, such as broad market bond funds, are also diversified across bond sectors, providing exposure to corporate, U.S. government, government agency and mortgage - backed bonds.

The performance of a bond fund is determined by the performance of its underlying investments, but there are a few factors specific to bond funds that will affect its performance and your investment.

Data shown is a weighted average of the bond funds held in the fund's portfolio.

The longer the average maturity of the bond fund, the greater will be the variation in the return on the bond fund when interest rates change.

You might want to sell some shares of the bond fund and use the proceeds to buy shares in the stock fund.

Get out of bond funds, and invest in dividend paying stock?

I have read your book and I understand the difference between holding bonds and bond funds, but I also see a pretty clear difference in your accetance of bond funds and her aversion to them.

If your skittish about market volatility, hold greater percentages of bond funds and lesser amounts of stock funds.

The year - to - date (YTD) figure is even more impressive: in the first nine months of 2016 bond funds (including active and passive) inflows exceeded $ 400bn worldwide, within the record amount of bond fund flows -LSB-...]

For individual investors, duration is primarily used as a measure of a bond fund's sensitivity to prevailing interest rates.

Here are some illustrative examples of these bond funds.

Learn Bonds provides guidelines on what types of bond funds you should own, and how much of your portfolio should be allocated to them.

Look at the Fixed Income section — lots of Bond funds and Bond ETF's available.

Recall that even major titans of bond fund management regularly differ in their views about the price impact arising out of stopping and starting quantitative easing programs.

ETF.com: It sounds to me like many of the bond funds that are showing strength are ones targeting the long end of the yield curve.

Short term municipal bonds have fared better than their longer term counterparts as money moves out of bond funds.

From mid-May through June month end, retail bond fund investors pulled just shy of $ 70 billion out of bond funds — a record outflow.

A subscriber requested corroboration of the findings in «Simple Debt Class Mutual Fund Momentum Strategy» with a universe restricted to a family of bond funds (such as Fidelity) to enable low - cost fund switching.

In other words, a portfolio of individual bonds is actually a form of a bond fund.

A high net worth investor may consider putting the majority of their bond fund allocation into a municipal bond fund, for the tax benefits they offer.

Some financial companies are designing new types of retirement income products that package features of an income annuity with features of a bond fund...

After receiving letters seeking project approval, the Dormitory Authority makes sure the grants fit in with the requirements of the bond funding it, and conducts legal and financial reviews.

Perhaps the most notorious example of questionable use of bond funds is the ill - fated Common Core Technology Project Plan at the Los Angeles Unified School District (LAUSD).

One way that the district could support future high - quality charter options would be through equitable sharing of bond funds with charter schools.

As the largest district in the state, LA Unified would receive a significant portion of the bond funds and would have little trouble figuring out what to do with them, as it needs roughly $ 40 billion to fix and modernize its existing facilities with only $ 7.8 billion currently available in construction bond authority.

No Teacher or Administrator Salaries: Proceeds from the sale of the bonds authorized by this proposition shall be used only for the acquisition, construction, reconstruction, rehabilitation, or replacement of school facilities, including the furnishing and equipping of school facilities, and not for any other purpose, including teacher and school administrator salariesLawyer Trick!Another new twist on lawyers trying to get you to approve changing the prohibition in the Constitution on the use of bond funds for administrator salaries.

Currently, the FBI is investigating the bidding process and the SEC has launched an informal inquiry into whether the district complied with legal guidelines in the use of bond funds for the devices and curriculum.»

This predictability is quite different than the behavior of a bond fund, which is inherently uncertain.

This can put the investor at risk because unlike a mutual fund, ETFs trade continually throughout the day, often without a complete picture of the value of the bond fund holdings.

The second dangerous aspect of bond funds is looking at last year's returns and then investing.

You want to look into the credit rating of each bond fund as well as the average maturity of the underlying bonds.

The number of bond funds that own stocks has surged to its highest point in at least 18 years, another sign that typically conservative investors are taking bigger risks to boost returns.

Recall that even major titans of bond fund management regularly differ in their views about the price impact arising out of stopping and starting quantitative easing programs.

Click or tap on a number in the gray bar at the bottom of the illustration to see the typical relationship between the average maturity of a bond fund's holdings and its income and share - price variability in a period of changing interest rates.

But the duration of a bond fund includes not just the maturity when you get your principal back, but it also takes into account when you get the cash flows back, right.

If bond yields were to rise much, decreasing the value of my bond funds accordingly, I'd probably use some of the maturing CD proceeds to buy more shares of them, assuming the best available CD rates didn't also rise proportionally.

There are plenty of bond funds like Templeton Global or ETFs that offer such features.

The average duration of a bond fund should, in general, match the period of time in which you expect to keep your investment dollars in the fund.