Sentences with phrase «yield funds»

So called high yield funds are the best ones to look for, since they provide you with the opportunity to enjoy the highest possible yield you can.

Why did you decide on the horizons gold yield fund BTW?

Their High Dividend Yield fund (and ETF) yield close to 3 %.

This year we sold some small caps and high - dividend yield funds in our taxable account.

High - yield funds require a very active management style, which can mean expense ratios of 2 to 3 % to compensate for the fees generated by frequent trading of assets.

During the volatile period, roughly two - thirds of actively managed high - yield funds beat the benchmark.

Contrary to stock funds, you should avoid index bond funds, see this article for details and some good picks for low cost and high yield funds.

The expense ratio is relatively low in comparison to both international total market funds, as well as to international high dividend yield funds.

We will look at what happens to high - yield funds in bear markets in a later letter.

Purpose Premium Yield Fund uses cash - covered put and covered - call options strategies blended with fundamentally selected equities to generate income while mitigating risk, according to the firm's announcement released on Tuesday.

Effective July 31, 2013, Epoch Investment Partners, Inc. became the portfolio adviser for the Epoch Global Shareholder Yield Fund (formerly TD Global Dividend Fund).

«We used to use credit derivatives to hedge, but we found the indexes were not correlated very closely with the bond market,» said Olivier de Parcevaux, a high - yield fund manager at Butler Investment Advisors SAS in Paris, a total - return hedge fund with 200 million euros (US$ 223 million) of assets under management.

Think of a high yield fund with a single - B average credit quality.

The Buffalo High Yield Fund received 3 stars among 583 for the three - year, 4 stars among 489 for the five - year, and 4 stars among 318 High Yield Bond funds for the ten - year period ending 4/30/18.

As a defensively - minded, high yield fixed income team, the Buffalo High Yield Fund portfolio managers follow a more cautious investment philosophy, with the goal of producing compelling risk - adjusted performance over a full market cycle.

The O'Leary Canadian Bond Yield Fund was named the best - performing Canadian fixed - income fund over a three - year period by Thomson Reuters in 2014, scoring an award known as a Lipper.

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.

The strong outperformance of credit - related securities and progressive trend in interest rates has emboldened many investors to bulk up on high yield funds over the course of this bull market.

When I was leaving Bain Capital in Boston to move to a high - yield fund back in New York, one of my colleagues pointed out to me that I didn't seem to love what I do, since I always talked about food.

The version of the Fidelity American High Yield fund cited is not hedged, but other versions are.

With record low interest rates, it seems some are starting to question the risk attributed to High yield funds such as HYG.

Purpose Premium Yield Fund combines options strategies with equities to generate income and mitigate risks

American Century Investments has reorganized the Nomura High Yield Fund into its American Century High Income Fund.

Consistent with industry trends, we saw our high - yield funds shift from $ 245 million of net positive sales in Q4 to $ 216 million of net redemptions in Q1.

The High Yield Fund charges a 2 % redemption fee on shares held 90 days or less.

Zeo Strategic Income (ZEOIX): this short - term, mostly high - yield fund made 2.0 % in 2015 while its peers dropped 4.1 %.

As displayed in Exhibit 2, the portfolio's 3.57 % average dividend yield was supported by a 9.5 % average free cash flow yield, compared with the benchmark's 1.99 % average dividend yield funded by 4.87 % average free cash flow yield over the sampled history.

«High yield bonds have had a strong rebound since the financial crisis, with indexes reaching all - time highs1 and high yield funds attracting significant inflows over the past two years,» said Michael L. Sapir, Chairman and CEO of ProShare Advisors LLC, ProShares» investment advisor.

Some of the other funds that he has successfully managed, or is currently managing — HDFC Small Cap Fund; HDFC Children's Gift Fund; HDFC Mid-Cap Opportunities Fund; HDFC Long Term Advantage Fund; HDFC Multiple Yield Fund; and HDFC Retirement Savings Fund

The first such order was to PowerShares Actively Managed Exchange - Traded Fund Trust, [6] and the first actively managed ETF in the United States was the Bear Stearns Current Yield Fund, a short - term income fund that began trading on the American Stock Exchange under the symbol YYY on 25 March 2008.

Morningstar rated the High Yield Fund among 588, 588, 488 and 319 High Yield Bond funds for the overall rating and the 3 -, 5 -, and 10 - year periods (as applicable) ending 03/31/2018, respectively.

Over a full cycle, the NAV of a high yield fund shrinks.

Other high - yield funds look for «fallen angels» that were initially given a BBB rating or higher but were subsequently downgraded for one reason or another.

Still, research finds that over 90 % of actively managed high - yield funds underperformed the broad - based benchmark over the past 10 years.

(As of 3/31/18)-- The Buffalo High Yield Fund retreated 0.54 % for the quarter ending March 31, 2018, but outperformed the ICE BofA Merrill Lynch High Yield Master II Index (the «Index») by 37 bps, which declined 0.91 % during the period.

The investment product is name the Horizons Gold Yield Fund (HGY.UN).

GW&K Municipal Enhanced Yield Fund has a Fixed Income objective, seeking to achieve a high level of current income.

«We've designed the Purpose Premium Yield Fund to provide investors with a great way to achieve higher levels of income, but without taking on credit or interest rate risk,» he adds.

The High Yield Fund received 4, 4 and 4 stars for the 3, 5, and 10 year periods (as applicable) respectively.

Insights from the defensively - minded, high yield fixed income team of Buffalo High Yield Fund portfolio managers

Representing (i) a high - yield fund in structured investments in financial assets; (ii) alternative capital sources in structured investments in financial institutions; (iii) institutional investors in investments in multiple forms of traditional and convertible securities; and (iv) funds and financial institutions in acquiring loan portfolios and other distressed assets.

In addition, he is a portfolio manager of Putnam Absolute Return 100 Fund ®; Putnam Diversified Income Trust; Putnam Emerging Markets Income Fund; Putnam Fixed Income Absolute Return Fund; Putnam Floating Rate Income Fund; George Putnam Balanced Fund; Putnam Global Income Trust; Putnam High Yield Fund; Putnam Master Intermediate Income Trust; and Putnam Premier Income Trust.

From a purely buying - and - selling perspective, the liquidity issue is only a difficulty for those invested in high - yield funds.