Sentences with phrase «yield fund focuses»

The high - yield fund focuses on 565 U.S. stocks that pay generous yields, whereas the appreciation fund tracks 142 stocks with good growth records.

Not exact matches

In this regard, our surveillance has been closely monitoring for any signs of liquidity strains associated with the recent increases in spreads for high - yield corporate bonds, as well as for idiosyncratic events affecting particular funds in this segment, such as the events surrounding the abrupt closing of Third Avenue Management's Focused Credit Fund last December.

Four of the top 10 funds in terms of inflows from Oct. 7 - 13 came from the bond sector, and two of them were focused on high - yield, or junk.

Each fund has a stated objective, generally focusing on a particular sector, such as corporate or Treasury bonds, or broad category, such as investment grade or high yield.

Other bond funds focus on a narrower mix of bonds, such as a short - term Treasury fund or a corporate high yield fund.

Other bond funds focus on a narrower slice of the bond market, such as a short - term Treasury fund or a corporate high - yield fund.

High Yield Fidelity ® High Income Fund (SPHIX) Fidelity ® Short Duration High Income Fund (FSAHX) Fidelity ® Floating Rate High Income Fund (FFRHX) Fidelity ® Focused High Income Fund (FHIFX) Fidelity ® Global High Income Fund (FGHNX) Fidelity ® Capital & Income Fund (FAGIX)

The High Yield Bond Fund is a concentrated portfolio made up of liquid securities, focused on high quality non-investment grade bonds with strong cash flows.

The new fund will reportedly focus on three strategies; using algorithms to identify attractive bond valuations, option overlays to provide protection against sudden market movements, and taking advantage of opportunities in yield curve movements.

Also keep in mind that really what you want to focus on is not just the yield of a fund but the fund's total return.

The PowerShares CEF Income Composite Portfolio tracks an index of three types of yield - focused closed - end funds: investment - grade fixed - income; high - yield fixed - income; and option - writing.

Generally, UITB focuses on investment - grade securities, however the fund is allowed to place up to 25 % of the portfolio in high - yield bonds.

And it's not clear if gay donors and major national groups like the Gill Action Fund will so focus their attention and money as aggressively in New York after their money yielded a one - sided defeat.

The Fund focuses on the long end of the curve, seeking to capitalize on the yield and return characteristics of longer - term municipal bonds.

The Sub-Advisor seeks to achieve the fund's investment objective by selecting a focused portfolio of high - yield debt securities (commonly referred to as junk bonds).

The Fund focuses on the intermediate area of the yield curve to maintain flexibility and actively adjusts duration based on interest rate moves

The Dividend Focus, High Yield, Emerging Opportunities, Small Cap, Mid Cap, Discovery, Growth, Large Cap and International Fund may invest in foreign securities which will involve political, economic and currency risks, greater volatility and differences in accounting methods.

Some purchase highly rated bonds that may pay the fund a lower interest rate but are considered less risky, while others focus on lower - quality, higher - yield bonds.

It is important to note that our Fund does not own highly leveraged real estate companies and regulated utilities, but rather is focused on under - leveraged companies around the globe that are undervalued and pay a dividend yield north of the market averages.

And for a high - yielding, dividend - focused ETF, the fund is surprisingly light in utilities.

Today, I'm going to take a look at one relatively new entrant in what has become a bit of a crowded fields: the iShares High Dividend Equity Fund ($ HDV), which tracks the Morningstar Dividend Yield Focus Index.

High Yield Fidelity ® High Income Fund (SPHIX) Fidelity ® Short Duration High Income Fund (FSAHX) Fidelity ® Floating Rate High Income Fund (FFRHX) Fidelity ® Focused High Income Fund (FHIFX) Fidelity ® Global High Income Fund (FGHNX) Fidelity ® Capital & Income Fund (FAGIX)

Among older dividend exchange - traded funds, the usual strategies are to focus on high - yield dividend payers or those companies displaying favorable payout growth trends.

A fund that focuses on lower - quality junk bonds will often sport a higher yield.

Cornerstone Value Fund Manager Brian Peery discusses the Fund's focus on high dividend - yielding stocks and why he doesn't believe a rising rate environment will affect companies» ability to maintain or increase dividends.

Most dividend investing is narrowly focused on maximizing yield, which results in sector concentration, ownership stakes in deteriorating businesses, and ignoring funding and business risks.

A dividend - focused fund that seeks companies with above - average yields, below - average valuations, and the ability to sustain and / or grow dividends.

If you want to pick your own non-core high - yield North American corporate bond fund, TD offers the TD High Yield Bond Fund, which focuses mainly on BB and B rated issues at the higher quality end of below - investment grade and mostly hedges its U.S. currency exposure back to the Canadian doyield North American corporate bond fund, TD offers the TD High Yield Bond Fund, which focuses mainly on BB and B rated issues at the higher quality end of below - investment grade and mostly hedges its U.S. currency exposure back to the Canadian dolfund, TD offers the TD High Yield Bond Fund, which focuses mainly on BB and B rated issues at the higher quality end of below - investment grade and mostly hedges its U.S. currency exposure back to the Canadian doYield Bond Fund, which focuses mainly on BB and B rated issues at the higher quality end of below - investment grade and mostly hedges its U.S. currency exposure back to the Canadian dolFund, which focuses mainly on BB and B rated issues at the higher quality end of below - investment grade and mostly hedges its U.S. currency exposure back to the Canadian dollar.

I'm going to focus on yield to maturity because it is a rough indicator of what sort of return each fund is likely to generate.

Because reserve cash requires limited liquidity, it can be invested over a horizon of 6 — 12 months, thereby capturing incrementally higher yields and returns than money market funds, while taking on only slightly greater risk and keeping a focus on preservation of principal.

In seeking attractive income, the fund will focus on non-rated bonds, lower investment - grade bonds and below investment - grade or «high yield» municipal bonds, while offering daily liquidity and full transparency of holdings.

Each fund has a stated objective, generally focusing on a particular sector, such as corporate or Treasury bonds, or broad category, such as investment grade or high yield.

The key to this mostly high - yield bond fund is that it focuses more than anybody: it owns two stocks, two bonds (which seem to account for over 50 % of the portfolio) and a handful of preferred shares.

«The fund focuses on high yield bonds and utility stocks with the goal of providing relatively high yield.

The key to the Vanguard Dividend Appreciation ETF is that the fund doesn't just focus on high - yielding dividend stocks.

Our first idea is a closed end fund that focuses on capital preservation and has a current yield of 7.77 %, paid monthly.

He also notes that NOBL, an equal - weighted fund, may see greater performance in down markets, particularly those that punish yield - focused investments like SDY.

Fidelity has several high - yield corporate bond mutual funds: Focused High Income (FHIFX), Strategic Income (FSICX), Capital & Income (FAGIX), and High - Income (SPHIX).

If munis will give you a higher tax - equivalent yield, you might be tempted to purchase a muni fund that focuses on bonds from your state, so the interest is exempt from state as well as federal taxes.

Investing in certain funds involves special risks, such as those related to investments in small - and mid-capitalization stocks, foreign, debt and high - yield securities, and funds that focus their investments in a particular industry.

In addition, focus on those funds that hold most of their assets in stocks because screening the stock - fund universe for high dividend yields alone will turn up some funds that have substantial stakes in bonds and other assets such as convertibles.

Seeking a high level of income for investorsIncome - focused: The portfolio managers strive for a higher level of income than most bonds offer by investing in higher - yielding, lower rated corporate bonds.Focus on performance: The managers can invest across a range of industries and companies, and can adjust the fund's holdings to capitalize on market opportunities.Leading research: The fund's managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a diversified portfolio.

Before you invest in a dividend - focused fund, make sure you understand its strategy in the context of yield and risk.

(Bear in mind that this fund focuses on companies with a history of dividend appreciation; Vanguard Equity Income (VEIPX) is a good example of a cheap offering that focuses on companies with both good long - term potential and solid current yields.)

Eyeballing a fund's 2008 returns, when many yield - focused funds were stress - tested as a result of weakness in the financials sector, is another way to get your arms around the risk level a dividend - focused investment is likely to entail.

A dividend yield of 3.0 % is readily available from dividend focused exchange traded funds (ETF).

The best dividend - focused funds have safeguards in place to ensure that they're not merely glomming onto the highest - yield securities; Morningstar's fund and ETF Analyst Reports do a good job of summarizing how a fund balances current yield with current risk.

For one, a focus on companies that reliably improve their payouts should lead to higher yields on initial cost over time — while VIG might pay out 1.8 % today, in theory, it should pay more on an annual basis every year the fund is held.

Bond fund investors who seek to beat inflation over time can achieve their goals by using a mix of strategies and focusing on a few specific sectors, such as high - yield or foreign bonds.

Most dividend - focused funds pay between 2 % and 5 % but there are also those with higher yields.