Sentences with phrase «shorter average maturity»

As a result, you will always have something maturing, and you'll enjoy the yield of a longer maturity obligation while having a shorter average maturity.

The shorter the average maturity, the less risk to your principal if interest rates rise.

For a more stable share price, look at a fund with a shorter average maturity.

We remain defensive in bonds (underweighted and shorter average maturities).

Those were bond funds with very short average maturities (under two years).

Not exact matches

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Alternatively, it's best to shorten the average term to maturity of your bond portfolio as interest rates enter into a rising cycle, because the shorter the term, the less their price will be affected.

The average rate paid on short maturity loans was up 40 basis points at 6.1 percent.

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

Although money market funds can invest in securities with up to a one - year maximum maturity, the average maturity is now far shorter.

As for bonds, you want to own both government and high - quality corporate issues in a range of maturities (although, to protect yourself against the possibility of rising rates, you'll want to keep the average maturity of your overall holdings in the short - to intermediate - term range).

Therefore, you'd want the average duration or maturities in your bond fund (s) to be shorter, not longer.

As you can see, the barbell ETFs are almost identical in yield to maturity, similar or lower in average term to maturity, and significantly shorter in duration.

The fund I moved my money to is a very short term fund — average weighted maturity of 16 days (https://institutional.vanguard.com/VGApp/iip/site/institutional/investments/portfoliodetails?fundId=0062#FundamentalsTop).

Average yield to Maturity - Average Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifieAverage yield to Maturity - Average Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifiMaturity - Average Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifieAverage Yield to Maturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifiMaturity represents the weighted average yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifieaverage yield to maturity of a Fund's investments in money market securities and short - term fixed income securities as of a specifimaturity of a Fund's investments in money market securities and short - term fixed income securities as of a specified date.

As time goes by and bonds get closer to their maturity dates, the portfolio manager will replace some of the shorter - term bonds with longer - term ones in order to keep the average within the stated range.

Commence a systematic transfer strategy from an equity based fund to a short - term bond or debt fund with an average maturity of about 1 to 3 years.

It's a simple index ETF that invests in a basket of 65 short - term U.S. Treasuries with an average effective maturity (the amount of time until a bond's principal is paid in full) of just less than two years.

The longer maturities of the index, which average 9.75 years and duration of 6.36 years, hurt the index at a time when short durations were the only protection to interest rate risk.

Short - term bond funds have average maturities of one to five years, making them a consideration for conservative investors seeking...

The increases on the very short end of the curve led shorter maturity muni rates to underperform and, remarkably, the very front end of the curve in municipals inverted, with one - year maturity muni averages lower than the SIFMA Index.

To be clear - the concept of «duration» answers the question of the effect of a rate change on price, it's a bit shorter than average maturity.

As for bonds, you want to insure that your holdings include high - quality government and corporate bonds with a variety of maturities (although the average maturity of your bond holdings should be in the short - to intermediate - term range (say, two to seven years).

The SPDR Barclays Capital Short Term Corporate Bond (NASDAQ: SCPB) tracks investment grade bonds with an average maturity of 2 years.

The shortest RRB maturity available in today's market is 10 years, and the average term to maturity of your typical fund is 20 years.

In order to address interest rate sensitivity in a low rate environment, many investors will reduce the average duration of their bond portfolios by moving to shorter maturities.

Lipper Categories: Ultra Short Obligation Funds invest primarily in investment - grade debt issues or better and maintain a portfolio dollar - weighted average maturity between 91 days and 365 days.

Short - Intermediate Investment Grade Debt Funds invest primarily in investment - grade debt issues (rated in the top four grades) with dollar - weighted average maturities of one to five years.

Short U.S. Government Funds invest primarily in securities issued or guaranteed by the U.S. government, its agencies, or its instrumentalities, with dollar - weighted average maturities of less than three years.

Clearly, actual holding periods, particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

The downside risk for the biotech fund particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

When their average debt maturity gets too short, they have a crisis rolling over the debt.

If a fund has a longer average maturity and wishes to discourage shorter - term trading behavior, a redemption charge could be assessed for some limited period following a purchase to protect longer - term fund holders.