Sentences with phrase «short bond category»

Of it, Charles notes: «Among highest return in short bond category across current full cycle (since Sept 2007 through Jan 2015... still going) and over its 14 year life.

Not exact matches

Each state - specific category includes long, intermediate, and short duration bond funds.

Fixed income fund sample includes the Morningstar historical categories: Corporate Bond, Inflation - Protected Bond, Intermediate Government, Intermediate - Term Bond, Muni California Intermediate, Muni National Intermediate, Muni National Short, Muni New York Intermediate, Muni Single State Short, Short Government, Short - Term Bond, Ultrashort Bond, and World Bond.

National muni bond categories are: B - MNST - Short - Term National Muni Bond: Invest in muni bonds with average maturity of less than three yebond categories are: B - MNST - Short - Term National Muni Bond: Invest in muni bonds with average maturity of less than three yeBond: Invest in muni bonds with average maturity of less than three years.

In other words, it's time to slice up the stock and bond pies into allocations across specific investment categories: large, mid, small, and international stock holdings, plus determining how much intermediate or short - term bonds you want to own.

The Solactive Permanent Index allocates 25 % each to four asset class categories: Stocks, U.S. Treasury Bonds (Long - Term), U.S. Treasury Bonds (Short - Term), and Gold and Silver.

Symbol: VMLUX Category: Municipal Bond Fund / Short Duration Bond Fund Style: Active LB Rating: ***** 5 Stars Last Updated: 12/18/12

In bond funds, there are several categories right from Liquid Funds (as a surrogate to money lying in your savings account) to Short Term Bond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate ribond funds, there are several categories right from Liquid Funds (as a surrogate to money lying in your savings account) to Short Term Bond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate riBond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate riBond Funds (which essentially try to deliver returns by taking on interest rate risk).

Bonds can be grouped into three broad categories depending on their terms to maturity: short term bonds of 1 to 5 years, intermediate term bonds of 5 to 12 years, and long term bonds of 12 to 30 yBonds can be grouped into three broad categories depending on their terms to maturity: short term bonds of 1 to 5 years, intermediate term bonds of 5 to 12 years, and long term bonds of 12 to 30 ybonds of 1 to 5 years, intermediate term bonds of 5 to 12 years, and long term bonds of 12 to 30 ybonds of 5 to 12 years, and long term bonds of 12 to 30 ybonds of 12 to 30 years.

For an example of short - duration bond funds, here are the top results for short - term bond, and ultra-short bond category funds from Fidelity's mutual fund evaluator.

While active managers beat their respective benchmark in the short - term bond category, this was not the case in the longer - term diversified / aggregate category.

If you can not afford to take risks associated with dynamic bonds then you may pick slightly lower risk profile category like the one you have mentioned Short term / Ultra short term fShort term / Ultra short term fshort term funds.

Short - term cash bonds rated A-1 + are included in the AAA - rating category.

Each state - specific category includes long, intermediate, and short duration bond funds.

While the two main categories of funds are those that provide taxable or tax - exempt income to investors, bond funds also vary based on maturity (short - term, long - term), type of issuer (municipal, corporate, etc.), strategy, investment objective and credit quality.

First, stay with short maturities — shop among the bond funds in Bond Risk Category 1, concentrating on the ones with the lowest «relative risk» scobond funds in Bond Risk Category 1, concentrating on the ones with the lowest «relative risk» scoBond Risk Category 1, concentrating on the ones with the lowest «relative risk» scores.

This category is also home to portfolios that attempt to minimize volatility by maintaining short or ultra-short duration portfolios, but explicitly court significant credit and foreign bond market risk in order to generate high returns.

Dynamic bond funds are a category that always react to interest rate movements or rate changes and can be subject to short - term falls.

We also use bond ETFs in categories that are less volatile like very short - term Treasuries where lower expenses add the most value.

Rather than limiting yourself to the basics, you can find ETFs that zero in on specific categories of bonds or stocks: Short - term or long - term bonds, government or corporate bonds, large companies, small companies, dividend payers and many others.

The new categories are Infrastructure equity funds, emerging markets bond funds denominated in local currency and long - short credit and option - writing categories, both under the alternatives umbrella.

Short - Term Debt Funds Source: Morningstar; As on 23 - Nov - 2017; Category — Aditya Birla Sun Life Treasury Optimizer — Intermediate Bond Category — Tata Short Term Bond Fund — Short Term Bond

Fixed income fund sample includes the Morningstar historical categories: Corporate Bond, High Yield Bond, Inflation - Protected Bond, Intermediate Government, Intermediate - Term Bond, Muni California Intermediate, Muni California Long, Muni Massachusetts, Muni Minnesota, Muni National Intermediate, Muni National Long, Muni National Short, Muni New Jersey, Muni New York Intermediate, Muni New York Long, Muni Ohio, Muni Pennsylvania, Muni Single State Intermediate, Muni Single State Long, Muni Single State Short, Short Government, Short - Term Bond, Ultrashort Bond, and World Bond.

Within the universe of short - term munis there are several categories of notes, including bond anticipation notes, tax anticipation notes, and revenue anticipation notes.

Last year, currency international bonds and short - term government bonds were among the five worst - performing fund category averages.

Morningstar rated this Fund, in Morningstar's short - term bond category, 4 stars for the Overall period out of 455 funds, 5 stars for the 10 - year period out of 255 funds, 4 stars for the five - year period out of 393 funds and 3 stars for the three - year period out of 455 funds for performance periods ending 3/31/18.

Under this category, MAMF offers three products - Mirae Asset Short - Term Bond Fund, Mirae Asset Cash Management Fund, and Mirae Asset Ultra Short - Term Bond Fund.

ULIPs offer several fund categories as well — from large and mid-cap, ethical and index equity funds, to bond fund, short - term bond fund, liquid fund, and asset allocation fund.