Sentences with phrase «returning bond funds»

As you approach retirement and no longer want to take equity market sized risks, you'll likely move your assets into safe but low returning bond funds.

The DoubleLine Total Return Bond Fund posted its biggest - ever one - month withdrawal in December, according to Morningstar, with a net outflow of $ 3.5 billion.

His flagship DoubleLine Total Return Bond Fund (DBLTX) has outperformed its benchmark by a wide margin in the last six years.

As a result, the PH&N Total Return Bond Fund, a fund that seeks to provide long - term growth and a consistent level of income, was a preferred choice this past month.»

His flagship DoubleLine Total Return Bond Fund (DBLTX) has outperformed its benchmark by a wide margin in the last five years.

Bloomberg says his flagship $ 35.8 billion DoubleLine Total Return Bond Fund (DBLTX) gained an annual average of 13.2 % from its inception in April 2010 through Nov. 28 of this year.

He and Philip Barach had co-managed a $ 12 Billion Total Return bond fund at TCW.

... he trimmed his position in Pimco's signature Total Return bond fund and placed the proceeds in a series of inflation - averse funds such as Pimco's Commodity Real Return Strategy fund.

Effective on February 19, 2016, Columbia Intermediate Bond Fund (LIBAX) becomes Columbia Total Return Bond Fund.

Notable among those is TCW Total Return Bond Fund (TGLMX).

Value of $ 10 000 invested since the inception of the fund: $ 10,614.79 Unit Price Evolution for Period: Last WeekLast MonthLast 12 MonthsLast 24 MonthsLast 36 MonthsLast 60 MonthsSince inception Renaissance Real Return Bond Fund

Joseph F. Marvan, CFA, Senior Managing Director and Fixed - Income Portfolio Manager, is the portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return Bond ETF.

Honorable Mentions: The model finds Guggenheim Total Return Bond Fund (GIBIX) is a good substitute for DBLTX and Shenkman Short Duration High Income Fund (SCFIX) is a serviceable substitute for MPHZX.

The Franklin Absolute Return Bond Fund offers a flexible mandate that brings diversification to both the returns and risk profile of an investor's fixed income allocation.

Franklin Templeton Investments has launched the Franklin Absolute Return Bond Fund, a sub-fund of our UK - registered OEIC, for UK investors.»

The Total Return Bond Fund and the Global High Income Fund will continue to be managed by their current portfolio managers, Donald Quigley and Greg Hopper, respectively, along with their teams.

A couple of their shorter - term bond funds are worth a check and their Total Return Bond Fund (FIJEX) qualifies as a Great Owl.

However, funds with net sales in Q1 included our Ultrashort Bond Fund, $ 267 million; and the Total Return Bond Fund of $ 186 million; and the Floating Rate Fund at $ 26 million.

At quarter - end, using Morningstar data, our Total Return Bond Fund, Institutional High Yield Bond, Federated Bond and Ultrashort Bond were all in the top quartile for trailing three years.

However, inflows in April in Total Return Bond Fund were over $ 100 million, and we had several other funds with modest net inflows.

The Total Return Bond Fund is a leading choice in many 401ks.

Last week, Morningstar announced that the DoubleLine Total Return Bond Fund was «not ratable,» repeating its assessment from the previous year.

There are only two no - load mutual funds devoted to them — TD's Real Return Bond Fund and Phillips Hager & North's Inflation - Linked Bond Fund — and both are actively managed.

Effective March 31, 2015, MFS Research Bond Fund will change to MFS ® Total Return Bond Fund and MFS Bond Fund will change to MFS ® Corporate Bond Fund.

Among low - fee active bond funds, we recommend the PH&N Bond Fund (Series D), the PH&N Total Return Bond Fund (Series D), the McLean Budden Fixed Income Fund (Series D) and the Beutel Goodman Income Fund (Class D).

BMO also offers a real - return bond fund (ZRR) and a REIT fund (ZRE) that overlap with their iShares counterparts (XRB and XRE, respectively).

Short Term Bond (FSHBX), another perfectly pedestrian, low - risk, undistinguished return bond fund.

I have a small position in TD's Real Return Bond Fund (too small to make an ETF cost - effective).

Here's a glimpse of the main holdings of the only two ETFs in this asset class — the iShares Canadian Real Return Bond Index ETF (XRB) and the BMO Real Return Bond (ZRR)-- along with the actively managed TD Real Return Bond Fund and the PH&N Inflation - Linked Bond Fund:

As a result of the limited choice, virtually all Canadian real - return bond funds are highly concentrated in just seven issues, and the average maturity is more than double that of their US counterparts, at just under 20 years.

Campe is the portfolio manager for the Hartford Strategic Income Fund, and is involved in portfolio management and securities analysis for the Hartford Total Return Bond Fund and the Hartford Total Return Bond ETF.

For example PIMCO hold no Treasuries at all in the Total Return Bond Fund.

A recent piece in Barron's profiles the Metropolitan West Total Return Bond Fund (MWTRX; M Class shares).

«Federated continued to see positive flows in our flagship multisector bond fund, the $ 7.5 billion Federated Total Return Bond Fund, a strategy that incorporates our firm's highest - conviction ideas about different fixed - income asset classes.»

The WSJ was out with a piece discussing outflows from DoubleLine's Total Return Bond fund this week.

Not exact matches

With bond yields globally in the dumps, Singapore's wealth fund GIC is looking at unconventional sources for fixed income returns, Liew Tzu Mi, GIC's chief investment officer for fixed income, said on Thursday.

If rules allowed, Fink added, the guy's pension fund should sell all of its bonds «and go 100 % equities» because that's where tomorrow's returns will be made.

The lower the return on bonds, the more assets a fund needs to hold to ensure members can be paid off.

New bond investors would probably demand a higher return to compensate for the added costs of investing in bond funds.

She relies on a database of 1,000 simulations of future returns to conclude that, 75 years from now, a Social Security trust fund portfolio that includes stocks will produce a healthy ratio of assets to benefits, while a trust fund consisting of only bonds will be completely exhausted.

Traditionally, most elect the target - date investment fund, which is a mutual fund that will return your various assets (stocks, bonds, and cash) at a fixed retirement date — depending on how well the market performs over time.

The Vanguard High Yield Corporate Bond fund has underperformed Treasuries in the recent downturn, but it still has a positive return of 0.5 percent in the year - to - date through Oct. 27.

While Bond King Bill Gross, founder of world's largest bond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hysteBond King Bill Gross, founder of world's largest bond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hystebond fund PIMCO, is going deep into California and New York munis, claiming the returns are still the best in the market despite the headline risk, even the discussion of bankruptcy as a bargaining chip has caused some to fear bond market hystebond market hysteria.

A bond fund's total return is the sum of the interest paid plus changes in bond prices.)

The 30 - year - old fund overtook Pimco's Total Return last year as the fund world's largest bond portfolio.

People brought up the Rikers Island story: in 2012 Goldman Sachs launched a $ 9.6 million social impact bond to lend the City of New York funds to reduce the rate of young criminals returning to prison.

Being a former portfolio manager myself, I realize not all bond fund managers effectively navigate these risks that translate to lower returns for fund investors.

As a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bonds.

These mutual funds have promised higher yields and better returns than bond - only funds, and for the most part they have delivered.

«For example, a bond fund may borrow and take on leverage in order to show a higher return but has significantly higher risk than a retiree may want in an income portfolio.»