Sentences with phrase «thing than a bond fund»

Next, capital gains are more of a stock fund thing than a bond fund thing, so capital gains distributions on bond funds are insignificant.

Not exact matches

Although there will still be some amount of buying and selling in the portfolio during that time (for instance, to deal with things like new investors buying into the fund or selling a bond with a declining credit profile), it should be less than what would be experienced in a traditional bond mutual fund.

But in the last few episodes of sharp stock market drops, bonds went up (US government bonds are a safe haven asset and appreciate in crisis periods) so the only thing better than 3 months worth of expenses in a money market fund is having 3 + x months worth of expenses in the bond portfolio due to higher bond yields and negative correlation between bonds and stocks.

I would be more equities than bonds, and I'm not sure where the lifestyle funds — it has that glide path and things like that.

More than historical performance or anything else, our view is that the holdings of a bond fund is the most important thing to know.

Next, dividends are more of a fixed income thing than an equity fund thing, so the vast majority of dividends will come from the bond funds.