Sentences with phrase «short on a risk adjusted basis»

In the first video in this series, I told you why high - yield bonds fall short on a risk adjusted basis, and should only be included in your portfolio in small amounts through a well - diversified low - cost ETF, if at all.

Not exact matches

Morningstar ratings based on risk - adjusted return and number of funds Category: Municipal National Short - term funds Through: December 31, 2017

NEARX has recently received the coveted 5 - star overall rating from Morningstar, among 173 Municipal National Short - Term funds as of 11/30/2014, based on risk - adjusted return.

That same leverage aversion exists among fixed income investors — longer duration bonds may be over-priced on a risk - adjusted basis compared to similar bonds of a shorter maturity (Barclays).

In June 2008, the fund was short - listed by «Hedge Funds Review» for «Best Fixed Income Hedge Fund on a Risk Adjusted Basis».