Sentences with phrase «term bond fund investors»

But for long term bond fund investors, short term changes in market values don't mean much.

Not exact matches

That's dangerous for pension funds and other large institutional investors across the world, which have been loading up on bonds, and longer - term bonds to boot.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

This is especially true for those investors who look to their bond funds as a source of long - term income.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

2017.07.26 RBC Global Asset Management Inc. re-opens Phillips, Hager & North Short Term Bond & Mortgage Fund to new investors RBC Global Asset Management Inc. (RBC GAM Inc.) announced that effective today the Phillips, Hager & North Short Term Bond & Mortgage Fund (the Fund) will re-open to new investors...

2016.06.20 RBC Global Asset Management Inc. closes three PH&N Funds to new investors RBC Global Asset Management Inc. («RBC GAM Inc.») today announced that PH&N Short Term Bond & Mortgage Fund, PH&N Bond Fund and PH&N Community Values Bond Fund («the Funds») will be closed to new investors effective Monday, July 4, 2016.

Investors typically own short - term bond funds as a low - risk vehicle to preserve their principal, so losses in this segment tend to be more upsetting than a downturn in investments such as stock funds where volatility can be expected.

Bond investors will face a new challenge as this occurs: the potential for price weakness in short - term bond fuBond investors will face a new challenge as this occurs: the potential for price weakness in short - term bond fubond funds.

When investors begin to focus on the potential for Fed rate hikes, short - term bonds will almost certainly begin to experience lower returns and — depending on the type of fund — greater volatility than they have in years past.

Bond funds become particularly problematic when rates get really low, as hot money comes flooding into the asset class — and when rates eventually rise and the hot money leaves — long term investors will be left with losses they can't simply wait out to become whole again.

Here's some advice from one of the most successful investors of all time, Warren Buffett: Put 90 percent of your 401 (k) balance in a very low - cost S&P 500 index fund, and the remaining 10 percent in short - term government bonds.

Today adjusted for the 33 % growth in total bank assets, US banks should be paying well more than $ 100 billion on various sources of funding, from deposits to short - term borrowing from other banks to bond investors.

Jacob also suggested short - term bond funds as a conservative investment option, for investors who think real estate isn't for them.

These investors also tend to have a much longer investment horizon and lower return hurdles than shorter - term bond fund managers or leveraged investors.

It is a terrible mistake for investors with long - term horizons — among them, pension funds, college endowments and savings - minded individuals — to measure their investment «risk» by their portfolio's ratio of bonds to stocks.

The investor education booklets cover the basics of several key investor topics such as stocks, bonds and mutual funds as well as provide information on the action steps you need to take at different stages of your life to prepare for your long term financial security.

The money market mutual fund is a global network of financiers and other investors trading the short - term debt instruments, known as bonds, corporations, and Government Issue to meet these short - term commitments.

This makes for a very good and worthwhile mutual fund investment providing the investor plans to hold on to the mutual bond funds for the purposes of long - term.

«Some hedge fund and other institutional investors» reaction to the crisis suggests they will seek to impose draconian terms and conditions on Puerto Rico's bond issuing entities,» Trustees said in the letter.

As investors look for diversification beyond traditional stock and bond funds, absolute return strategies can provide a differentiated return and risk profile and the potential to reduce long - term portfolio volatility.

These investors also tend to have a much longer investment horizon and lower return hurdles than shorter - term bond fund managers or leveraged investors.

Investors and fund managers search for yield, extend maturities, reach for lower credit quality and shift assets from short term floating rate money market funds to bonds, bond funds and similar investments.

There are so many different types of bond funds, ie; emerging mkts, short, intermediate, long term, intn «l, inflation protected, etc, that I would think it very difficult to create a model bond fund portfolio due to different investors age groups and investment objectives.

Fairly conservative investors favor short - term bond funds because they're less sensitive to interest rates than portfolios with longer durations.

I hope you will listen to this weeks» podcast as I respond to an investor who is considering using CDs (through Vanguard) instead of their Short - Term Investment Grade Bond Fund.

A: It's important to note that the Wellesley and investment - grade bond fund were recommended for investors who want to take more risk than an almost guaranteed short - term bond fund.

But if you're a long - term investor, you shouldn't be dumping your bond index funds.

As such, the Fund is potentially well - suited to investors seeking the current income that bonds may provide, along with the long - term capital growth that stocks may provide.

This is especially true for those investors who look to their bond funds as a source of long - term income.

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.

Unfortunately, the liquidity of bond funds often lures the investor into treating this long - term instrument as a short - term instrument.

Let's say an investor was considering three options: creating a five - year ladder, creating a seven - year ladder, or investing in a short - term municipal bond fund.

I've learnt recently (thanks to Investing Intelligently and Efficient Market Canada) that bond investors should keep fund duration as short as possible because longer - term bonds offer little extra return for taking a higher interest - rate risk.

However, investors in any bond fund should anticipate fluctuations in price, especially for longer - term issues and in environments of rising interest rates.

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

«We believe that the strong flows into our interest rate hedged ETFs demonstrate investor interest in going beyond short - term bond funds to protect against rising rates,» said Michael Sapir, Chairman and CEO of ProShare Advisors LLC.

These funds focus on long - term growth and are perfect for investors with moderate risk tolerance: about 60 % of the holdings are a diversified mix of Canadian, U.S. and international equities, with the remaining 40 % in bonds and cash.

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.

The problem with many of the long - term debt / gilt funds is that they try to play an active role in bond trading and then take wrong calls, like a normal retail investor.

Investors like long term bond funds because of their increase in yields over short term funds.

Most investors nearing retirement will seek to balance their portfolio by investing a portion of assets in funds suitable for a short time frame, such as money market and short - term bond funds, while keeping some assets committed to long - term investments, such as stock funds.

We group funds by duration, separating short - term funds from intermediate - and long - term funds, to make it easy for investors to find bond funds that have a lower duration — and thus lower interest rate risk.

You'll be able to invest in stocks, bonds, ETFs, and mutual funds, which should be the core holdings for retirement investors, with stocks (and stock ETFs and mutual funds) making up the bulk of your holdings for the best long - term returns.

BLV can be a quality pick for investors seeking a one stop shop for longer term bond exposure that likely has a greater yield than a comparable pure T - Bill fund.

Short term high yield bond funds help investors reduce their interest rate risk, but they have shortcomings.

Investors can use short - term bond funds to meet a variety of objectives.

Municipal bond funds are entering 2014 following a long string of monthly cash outflows indicating that retail investors remain skeptical of the short term prospects of the muni market.

She offers examples of how active investors can respond to changing markets: «If interest rates rise, active fixed - income investors could invest in short - term bonds, which tend to remain fairly stable in rising rate environments, or floating rate funds, which are more insulated from the negative impact of rising rates.

For mutual fund investors, a diversified portfolio could include a combination of money market funds for safety; bond funds for income; and equity mutual funds for potential dividend income and long - term capital growth.