Sentences with phrase «with average maturity»

On the other hand, when real yields are at historically low levels (such as in March 2008, when the real yield on some TIPS even turned negative), you might not want to own TIPS with an average maturity as long as nine years, as do the funds.

Consider the iShares Core Canadian Universe Bond Index ETF (XBB), which holds a portfolio of bonds with an average maturity of about 10 years.

Both ETFs have very similar portfolios, with an average maturity of 20 years or so.

It includes about 80 % government and 20 % corporate bonds, with an average maturity of about 10 years.

In fact, a 1 — 5 year GIC ladder at RBC Direct Investing currently boasts an identical average yield of 2.34 %, with an average maturity of just 3 years (see image below).

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

This ETF holds nearly 2000 different bonds, with a average maturity of 11 years.

As of October 31, 2017, around 88 % of the securities had sovereign / government rating with average maturity of 8.75 years.

OILW tracks NYMEX WTI oil contracts with an average maturity of approximately two months.

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.

This generally points to bond strategies with an average maturity of more than 10 years.

B - MNIT - Intermediate - Term National Muni Bond: Invest in muni bonds with average maturity of three to 10 years.

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

My summary advice for the FOMC would be this: before you flatten / invert the yield curve, start selling all of the long MBS and Treasury bonds with average maturities longer than 10 years.

This refers to bond funds with average maturities of 3 to 10 years.

My summary advice for the FOMC would be this: before you flatten / invert the yield curve, start selling all of the long MBS and Treasury bonds with average maturities longer than 10 years.

A very small group of funds invests in bonds with average maturities of one to two 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.

Not exact matches

A bond fund with a longer average maturity will see its net asset value (NAV) react more dramatically to changes in interest rates as the prices of the underlying bonds in the portfolio increase or decline.

The VelocityShares Daily VIX Mid Term ETN provides 2x leveraged exposure to an index that tracks the price performance of futures contracts in the VIX with a weighted average maturity of 5 months.

«Mid-term» means the note is designed to deliver daily 2x exposure to average 5 month maturity VIX futures, but has little to do with the investment horizon of the ETN itself.

CommonBond's average savings methodology excludes refinance loans during the period mentioned above in which members elect a refinance loan with longer maturity than their existing student loans, the term length of the member's original student loan (s) is greater than 30 years, and the member did not provide sufficient information regarding his or her outstanding balance, loan type, APR, or current monthly payment.

CommonBond's average savings methodology excludes refinance loans during the period mentioned above in which members elect a refinance loan with longer maturity than their existing student loans, the term length of the member's original student loan (s) is greater is than 30 years, and the member did not provide sufficient information regarding his or her outstanding balance, loan type, APR, or current monthly payment.

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

The Libor is derived from a filtered average of the world's most creditworthy banks» interbank deposit rates for larger loans with maturities between overnight and one full year.

Its options include (a) cut marginal rates from -0.1 % to a more negative overnight rate target (b) increase purchases in one or several asset classes from current levels (JPY80trn annual in JGB's; JPY3trn in ETF's; JPY90bn in J - REITS)(c) further lengthen the average maturity of holdings (on average somewhere between 5 and 7 years by our estimates)(d) apply forward guidance with respect to its balance sheet or (e) an extreme derivative of (d)-RRB- espouse a «helicopter drop» strategy, wherein the BOJ offers unlimited monetisation of government debt.

UITB is an actively managed bond fund that invests primarily in US issues with a dollar - weighted average maturity of three to ten years.

If you decide to take a loan out with Avant, you will benefit from speedier processing times (borrowers get their funds in two days on average) and more loan maturity options from two to five years.

Rio Tinto has priced US$ 3.0 billion of fixed rate bonds with a weighted average coupon of 2.67 % and a weighted average maturity of 12.9 years.

... the weighted average yield of all outstanding Treasury notes and bonds with 4 or more years to maturity.

For a steadier income stream, consider a fund with a longer average maturity.

The general rule is to align the average maturity of a bond ETF with the length of time that you'll have your money invested in that ETF.

You'll usually see 3 general categories with increasingly longer average maturities:

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

To support a stronger economic recovery and to help ensure that inflation, over time, is at levels consistent with the dual mandate, the Committee decided today to continue its program to extend the average maturity of its holdings of securities as announced in September.

The fund invests principally in investment - grade, tax - exempt securities with an average dollar - weighted portfolio maturity of three years or less.

High yield bonds have more interest rate sensitivity with duration of just less than 5 years and an average maturity of 6.8 years.

There are versions with target dates of 2015, 2020 and 2025, and the bonds inside these ETFs have average terms to maturity of about five, 10 and 15 years, respectively.

For example, the BMO 2013 Corporate Bond Target Maturity ETF (ZXA) is made up of bonds with an average term of about three years, since it is designed to mature at the end of 2013.

Today, a traditional bond index exchange - traded fund (ETF) with an average term of about 10 years has a yield to maturity of about 1.7 %.

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.

You can vary the maturities — seeking to keep your average maturities at four years or less, or going for better yields (and more risk) with maturities of 20 years or more.

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.

Simply put, Buffett has sold long - dated insurance against the debt of specific companies (credit default obligations or CDSs, expiring between 2009 and 2013) and against declines in the world's major stock market indices (equity index put options, with the first expiration in 2019 and average maturity of 13.5 years).

The fund invests principally in investment - grade, tax - exempt securities with an average dollar - weighted portfolio maturity of between three and ten years.

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.

The Fund maintains a dollar - weighted average maturity consistent with that of the target index, which generally does not exceed 3 years.

The Portfolio seeks to maintain a stable net asset value of $ 1.00 and a weighted average maturity of 60 days or less, with the maximum maturity of 762 days for government floating rate notes / variable rate notes and will not exceed 397 days for other securities.

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).