Dividend Yield: Represents the trailing 12 - month dividend
yield aggregating all income distributions per share over the past year, divided by the period ending fund or stock share price.
Not exact matches
Moderate
income model portfolio: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 19 % Bloomberg Barclays U.S.
Aggregate Bond Index (1 — 3Y), 30 % Bloomberg Barclays U.S.
Aggregate Bond Index (5 — 7Y), 7 % Bloomberg Barclays U.S.
Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High
Yield Bond Index, 5 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 12 % S&P 500 Index, 2 % Russell Midcap ® Index, 2 % Russell 2000 ® Index, 4 % MSCI EAFE Index (USD), 5 % FTSE EPRA / NAREIT Developed Index.
Moderate Growth and
Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S.
Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S.
Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High
Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.
That higher
yield positively impacts not only current and long - term
aggregate passive
income, but it also positively benefits total return.
This presents an attractive way for retirees and other
income - focused investors to participate in the equity markets as well as boost the
aggregate yield of their portfolio.
Fixed
income sectors shown to the right are provided by Barclays and are represented by the following Bloomberg Barclays Indices — Treasury Inflation Protected Securities: U.S. Treasury Inflation - Protected Securities (TIPS) Index; Floating Rate Loans: US Floating - Rate Note Index (BBB); Asset - backed securities: US Asset - Backed Securities Index; High
Yield: US Corporate High -
Yield Bond Index; Convertibles: US Convertible Bond Index; Mortgage - backed securities: US
Aggregate Securitized MBS Index; Broad Market: US
Aggregate Bond Index; Municipals: Municipal Bond 10 - Year Index; Investment Grade Corporates: US Corporates Index
That higher
yield dynamic should result in not just more dividend
income right off the bat, but it could very well positively impact one's long - term,
aggregate dividend
income.
That higher
yield positively impacts not only current and long - term
aggregate passive
income, but it also positively benefits total return.
Keep in mind that this
yield is also more than 150 basis points higher than its five - year average, which leads back to one of the points I made earlier about undervaluation and higher
yield (which then results in more current
income, more
aggregate income, and potentially higher total return over the long run).
Fixed
income sectors shown above are provided by Barclays and are represented by — Broad Market: U.S.
Aggregate Bond Index; MBS: U.S.
Aggregate Securitized - MBS Index; Corporate: U.S. Corporates; Municipals: Muni Bond 10 - year Index; High
Yield: US Corporate High
Yield Bond Index; TIPS: Treasury Inflation Protected Securities (TIPS).
The fund seeks to enhance
yield by sourcing and reweighting subcomponents within the short end of the U.S.
Aggregate fixed
income universe, while maintaining similar risk characteristics.
That higher
yield not only positively affects current investment
income, as well as possibly
aggregate investment
income over the long run, but it also gives the long - term total return potential a boost via the very nature of total return.