Sentences with phrase «short duration bond»

Actively managed by Marret Asset Management Inc., the First Asset Enhanced Short Duration Bond ETF (the «Fund») aims to provide positive absolute returns over any twelve month period with very low volatility and attractive monthly distributions, regardless of the interest rate or credit environment.

A short duration bond fund may be a better option.

Short duration bond strategies have historically had lower yields than long duration bond strategies, but when interest rates rise, short duration strategies may experience a smaller price drop.

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

The $ 100 million Nationwide Enhanced Income Fund (NMEAX) and the $ 73 million Nationwide Short Duration Bond Fund (MCAPX) are both, simultaneously, merging into $ 300 million Nationwide Highmark Short Term Bond Fund (NWJSX).

Short duration bond strategies tend to have lower yields than long duration bond strategies, but when interest rates rise, short duration strategies will experience a smaller price drop.

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

Short duration bond strategies tend to have lower yields than long duration bond strategies, but when interest rates rise, short duration strategies will experience a smaller price drop.

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

Short duration bond funds can help you manage the impact of interest rate changes on your portfolio.

Protect yourself from a market pullback — and rising interest rates — by investing in short duration bonds.

Beginning in July 2013, I began slowly reducing equity exposure and am now sitting firm at 40 % with the balance in various forms of 5 yr cd's and short duration bonds.

Shorter duration bonds, or bonds that mature within three years, can potentially offer a portfolio stability during market volatility.

Historically, we have seen short duration bonds have a lower correlation to stocks, which can be a beneficial ballast when equity markets are down.

Exchange traded funds (ETFs), such as the iShares Short Maturity Bond ETF (NEAR), the iShares MSCI USA Quality Factor ETF (QUAL), the iShares Core Dividend Growth ETF (DGRO), and the iShares MSCI Japan ETF (EWJ), can provide access to short duration bonds, high quality companies, and Japan.

The only shortcoming is that (I assume) that the bonds you are using are long duration bonds, which are much more volatile and suffer deeper losses when interest rates rise, compared to shorter duration bonds.

That different outlook is captured in the figure nearby highlighting how the downside risks to bonds — in this case looking at short duration bonds — is masked in an era of zero interest rate policy but is revealed when the Fed begins raising rates.

Gold and short duration bonds are attractive diversifiers in the current market environment, we believe.

These flows were directed mainly into lower risk exposures such as shorter duration bond ETFs and cash equivalent funds.

Short duration bonds have debt investments with maturities from a few months to five years.

While they produce less income than longer duration fixed income investments over the long term, short duration bonds may experience smaller price swings.

The composition of the municipal bond market is heavily weighted with short duration bonds.

Given that shorter duration bonds hold up better when interest rates rise and benefit from the increase faster, they make a great choice for investors looking to cash in on the Fed's decision.

So many of our bond holdings have been moved into shorter duration bonds.

These flows were directed mainly into lower risk exposures such as shorter duration bond ETFs and cash equivalent funds.

Okay, it comes from one simple insight muni investors want low volatility, which means short duration bonds, while most municipalities want to lock in long term funding.

For shorter duration bonds with high levels of credit risk, interest rates will not impact the value of these securities to the same degree as longer duration bonds with low levels of credit risk.

If long - term inflation expectations are anchored, this can actually mean that shorter duration bonds can underperform longer duration bonds.

Notable exceptions include an inverted yield curve, where shorter duration bonds have higher yields than longer duration bonds.)

Someone who bought shorter duration bonds like 1 year or 5 years government bonds is not suffering capital losses when interest rates rise, just as long he can hold the bonds till maturity.

Short duration bonds are a good play right now — since the funds continually reinvest in short term bonds, they can easily take advantage of rising interest rates when the time comes.

Not exact matches

Investing guru Bill Gross thinks bonds have entered a bear market and is favoring corporate bonds of short duration across the globe.

Funds that own high - quality bonds with shorter durations, such as Fidelity Short - Term Bond, can help reduce your portfolio's sensitivity to rising rates.

Meanwhile, actual and anticipated selling of short - duration bonds as companies repurpose repatriated cash has led to a widening in spreads.

Some of the best and most experienced investors in the world have a habit of routinely keeping 20 % of their net assets in cash and cash equivalents, often the only truly safe place for parking these funds being a United States Treasury bond of short - duration held directly with the U.S. Treasury.

The trio of ETFs, when they launch, will round out Franklin's bond ETF lineup, which already includes a variety of actively managed fixed - income funds covering short - duration U.S. government debt, municipal bonds and the investment - grade corporate debt.

The longer the duration, the more sensitive a bond portfolio is to interest rate changes, so HYGH's much shorter duration is its protection against higher rates.

In the fixed - income arena, longer - duration1 bonds tend to be more negatively impacted when interest rates move higher as compared with shorter - duration fixed income securities.

«Focus on securities with shorter durations — bonds with maturities in the five - year range and stocks paying dividends that offer 3 % — 4 % yields.

Fidelity's Julian Potenza seconded Darda's emphasis of muni bonds, saying «investors should consider keeping the portion of their fixed - income portfolio that is currently earmarked for liquidity relatively short, in terms of duration.»

But keep in mind: More interest rate sensitive bonds generally have higher yields, so moving to a shorter duration investment could result in less income.

The shorter duration of the bond effectively shortens the investment horizon that is required to «immunize» the investor's terminal wealth (though not necessarily year - to - year values) from market fluctuations.

In bonds, the Market Climate continued to be characterized by unfavorable valuations and unfavorable market action, holding the Strategic Total Return Fund to a short 2 - year duration, mostly in Treasury inflation protected securities.

Potenza has been finding opportunities in short - duration corporate bonds issued by relatively resilient, well - run companies with strong balance sheets, improving credit profiles, and fair valuations.

Relative value managers could have taken a simultaneous long position in the manufacturer's convertible bonds and offset it with a short position in the company's equivalent duration straight debt to capture the 300 basis - point price differential.

Total return bond targets remain at market neutral or shorter duration when compared with benchmarks.

Finally, we prefer hard - currency EM bonds — particularly high - yielding oil exporters such as Russia, Colombia and Kazakhstan — and short - duration local currency bonds in some countries.

Both of these ETFs track a traditional bond index, and the funds also short Treasury futures to hedge duration risk.

I don't particular like Fidelity's short duration inflation linked bond fund either, costs are two high and tracking is awful, not to mention the corporate and short position pollution.

There certainly seems to be a gap in the market for short duration inflation linked government bond tracker funds.