Sentences with phrase «typically holds bonds»

The fund typically holds bonds that have a maturity date of less than 10 years.

These ETFs typically hold bonds issued by companies with lower credit ratings.

Remember that you typically hold bonds in your portfolio for stability.

Not exact matches

Typically they make periodic dividend payments based on the interest paid by the bonds held in the fund.

Regarding Sulyma's holdings in the TDF, for example, the 2012 Summary Plan Description advised Sulyma that «[e] ach fund offers a broadly diversified mix of domestic and international stocks and bonds, and includes investments not typically available to individual investors, such as hedge funds and commodities.»

That's why we monitor our portfolios regularly, and typically rebalance our stock and bond holdings four times a year to return those positions to our targeted mix.

As I get older, I will increase my bond holdings as that is typically a less volatile investment.

Over time the funds typically decrease holding of stocks in favor of less volatile investments such as bonds, inflation - protected securities and the least volatile of them all — cash.

Typically, target date funds will reduce the amount of stocks they hold and increase their bond allocation in a bid for a more conservative allocation over time.

They typically hold a mix of stocks and bonds.

Typically, an older investor has a significant allocation to bonds and bonds are best held in tax - deferred accounts.

Add inflation back in, and consider that these endowments would typically have significant bond holdings, and it is clear that these trustees are no less optimistic about stocks than the ordinary folks.

Balanced funds typically hold between 60 to 65 % in large dividend paying stocks and 35 to 40 % in bonds.

an indicator of how long a security position or lot was held; possible values are Long: held for more than 1 year; Non-Reportable: lot or position was closed as the result of a transaction other than a sale; no reportable gain / loss was reported, the holding period and resulting term are not reported; Short: held for 1 year or less; and Unknown: Fidelity does not know how long the position or lot was held; this state typically exists because the shares were transferred to Fidelity from another institution and the holding period prior to the transfer was not communicated; for fixed - income securities, this is the period of time from the security's issue date until the maturity date; for example, for a 10 - year corporate bond the term is 10 years

Most bonds are held until maturity, so an active secondary market is typically not available for them.

Typically, the general rule holds that the way to allocate your portfolio is to subtract your age from 110 and devote that percentage of your portfolio to stocks, with the remainder held in bonds and cash.

Over time the funds typically decrease holding of stocks in favor of less volatile investments such as bonds, inflation - protected securities and the least volatile of them all — cash.

Trailer fees on conventional funds are typically 1 % for equities (about 1.1 % including taxes) and 0.5 % for bonds (0.55 % including taxes), and you pay them for as long as you hold the fund.

A: No, if you intend to hold a bond to maturity, you typically can ignore its fluctuating price and yield, assuming that the issuer is still able to pay you as scheduled.

Corporate bonds will typically be held in a ladder of corporate bond ETFs, each of which is designed to correspond to the performance of investment - grade corporate bond indices.

Bond and money - market funds typically pay income distributions every month, while stock funds might hold off until the end of year and then make a single set of distributions.

Typically the owners of stocks and bonds own securities from holding companies.

Like you, I have decades until I need any retirement income, so I don't really need bonds as part of a downside protection part of my portfolio, yet I still hold typically upwards of 40 % bonds overall.

Note, zero coupon bonds issued by a municipality are exempt from federal, and sometimes local tax, and are not typically held in IRA's.

The holdings of emerging market bond funds typically range from relatively low risk BB + bonds (one notch lower than investment grade) to high - risk C issues.

It typically amounts to 1 % per year for equity funds and 0.5 % for bond funds, and continues as long as you hold the funds.

Plus the majority of its bond holdings are very long term, typically 15 - 30 years.

The investment manager for the stable value fund invests in a portfolio of intermediate term bonds with an average duration of approximately three to four years that will provide a significantly higher interest rate, or yield, than for example the short - term (average 60 days or less) securities typically held by a money market fund.

Individual retirement accounts typically hold conventional investments such as publicly traded stocks, bonds, mutual funds and certificates of deposit.

Such ETFs typically hold many bonds that mature in the same year the ETF will liquidate and return assets to shareholders.

Taxable bonds — such as those issued by corporations — typically have relatively high yields, but you have to pay tax each year on the interest you earn, assuming you hold the bonds in a taxable account.

Typically they make periodic dividend payments based on the interest paid by the bonds held in the fund.