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.
Not exact matches
With bond
yields globally in the dumps, Singapore's wealth
fund GIC is
looking at unconventional sources for fixed income returns, Liew Tzu Mi, GIC's chief investment officer for fixed income, said on Thursday.
The higher bond
yields go, the more pension
funds will buy as they
look to lock in long - term income streams to meet their liabilities.
In order to understand the impact of longer duration and low
yields, let's use a real - life example of one of the largest bond
funds today and
look back at its history.
That means
looking at the
fund's objective, average maturity, credit quality,
yield and the composition of the holdings by bond type.
After taking a
look at the
fund's low
yield and lack of consistent dividend growth, I decided to sell all the shares.
Anyone
looking for income from certificates of deposit, money market
funds or savings accounts over the past few years has been disappointed in their minuscule
yields.
The Barron's article pointed this out as well, citing London - based «G+E conomics» head Lena Komileva: «A surplus of investment
funds looking for returns in low -
yield global markets results in a cap on longer - term
yields and a flat
yield curve.»
Hedge
Fund Alpha at Different 10 - Year US Treasury
Yield Levels Calculated on 12 - Month Forward -
Looking View January 1991 — October 2017
Bond
fund manager who called dollar's slide says «it's not too late to move out of U.S. bonds» Jack McIntyre of Brandywine Global says
look to emerging markets for attractive
yields on sovereign bondsJack McIntyre of Brandywine Global says emerging markets are still the place to
look for attractive
yields on sovereign bonds.
Considering the paltry
yields in most corners of the fixed - income markets, avoiding commissions for investors
looking to reduce interest rate risk by going into
funds like (NYSEArca: FLOT), (NYSEArca: ISTB) or (NYSEArca: SHY) will definitely help a lot.
Finally, if you're
looking to increase
yield you may allocate a higher portion of a portfolio to the BlackRock Multi-Asset Income
Fund because it targets alternative income sources.
(If you're
looking to remove some rate risk from your 401 (k) portfolio, check if there is a so - called stable value
fund in your plan; the average current
yield is 1.8 percent, according to Hueler Analytics.)
Investors
looking to balance risk and income while searching for
yield may want to consider the iShares S&P National AMT - Free Municipal Bond
Fund (MUB), the iShares Core Dividend Growth ETF (DGRO) and the iShares U.S. Preferred Stock ETF (PFF).
RBC Emerging Markets Foreign Exchange
Fund is suitable for clients who are
looking for low duration, income
yielding investments to diversify their portfolio.
We
look for the cost of bank
funding to rise faster than the
yield on earning assets over the next two years, a situation that is likely to put an effective cap on bank earnings and public market valuations.
Looking ahead, if the
yield curve maintains its current slope and the federal
funds rate hits the Fed's long - term target, the 10 - year treasury
yield will exceed 3 % in a few years.
Just about any dividend index
fund or ETF you
look at, whether it's the Vanguard High
Yield, Vanguard Dividend Appreciation, or anything else, you'll find that in some years the dividends go up, and in some years they go down a bit.
Fidelity ® Short Duration High Income
Fund (FSAHX) This fund might be appropriate for investors looking for higher yield who are willing to take on more credit risk while limiting interest rate r
Fund (FSAHX) This
fund might be appropriate for investors looking for higher yield who are willing to take on more credit risk while limiting interest rate r
fund might be appropriate for investors
looking for higher
yield who are willing to take on more credit risk while limiting interest rate risk.
With a
yield below 2.0 %, The Vanguard Total Bond Market Index
Fund does not
look attractive from an income perspective.
Fidelity ® Conservative Income Municipal Bond
Fund (FCRDX) This fund, whose income is normally exempt from federal income taxes, might be appropriate for investors looking for more yield than money market funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond fu
Fund (FCRDX) This
fund, whose income is normally exempt from federal income taxes, might be appropriate for investors looking for more yield than money market funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond fu
fund, whose income is normally exempt from federal income taxes, might be appropriate for investors
looking for more
yield than money market
funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond
funds.
Again, this is entirely consistent with a world of excess supply of
funds looking for attractive
yields.
Yields on money market accounts and money market
funds can differ wildly from institution to institution so it pays to shop around when you are
looking to park cash.
I'm
looking at VWAHX High
Yield Tax Exempt municipal bond
fund and am wondering if this is a good option as well.
Finally, if you're
looking to increase
yield you may allocate a higher portion of a portfolio to the BlackRock Multi-Asset Income
Fund because it targets alternative income sources.
As with
fund returns,
look at what type of risk comes with a dividend
yield to help determine if it's a good risk / return tradeoff.
In addition, as
fund distributions can vary month to month, it may not give you the best idea of what a
fund has been paying out, which is why it's also good to
look at the 12 - month
yield.
Looking both within and outside of the benchmark, the
Fund seeks relative value opportunities across traditional investment - grade and high -
yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.
Have a
look at the dramatic differences between the coupon and the
yield to maturity in the new RBC
funds:
They tend to get
funded by
fund - of -
funds who attempt to diversify nerds, and maybe a barbarian or two, who have clients
looking for smooth
yields in excess of their hurdle rates.
Whether you use technical or fundamental analysis, whether you're
looking for value stocks, high
yielding stocks or stocks breaking out to new highs, using ETFs — exchange traded
funds — to isolate sectors with those characteristics.
The
fund seeks high current income and capital appreciation consistent with the preservation of capital, and is
looking for
yields that are better than those available via traditional money market
funds.
Investors
looking to balance risk and income while searching for
yield may want to consider the iShares S&P National AMT - Free Municipal Bond
Fund (MUB), the iShares Core Dividend Growth ETF (DGRO) and the iShares U.S. Preferred Stock ETF (PFF).
The PIMCO Mortgage
fund wasn't around 5 years ago, but it
looks like the five - year
yield would have been close to 6 %.
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.
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.
If you aren't
looking for the information exactly when the ETF companies are releasing it, you may have to compare the
yield from the end of the previous month for one ETF against yesterday's
yield from another
fund.
We could
look at other
fund categories, but it would
yield similar results.
If you're
looking for a higher
yield and can lock in your
funds for a period of time, a First Hawaiian Bank CD may be right for you.
Again, different
funds, but the iShares investor
looking for
yield does much better.
They only
look at
yield when they are deciding which bonds or bond
funds to own.
With the understanding that the shorter the maturity, the more closely we can expect
yields to reflect (and move in lock - step with) the fed
funds rate, we can
look to points farther out on the
yield curve for a market consensus of future economic activity and interest rates.
I would start off saying buy a total bond market
fund, but if you
look at what's in a total bond market
fund, it's about two - thirds either direct Treasury securities or government agency securities, which are in affect government securities and the
yield is, in my judgment, quite inadequate.
Investment Grade Bond
Funds:
Looking over my options for the «cash» while deciding on longer term allocations, I decided to take advantage of the slightly higher
yield in investment grade bonds.
So, one should invest in long term debt / gilt
funds when the bond
yields are high and the situation
looks scary.
So lets take a
look at the 4 largest low volatility
funds out there and compare expense ratios,
yields and holdings.
It was only in comparing to muni bond
funds that I discussed
looking at after - tax
yields, so it's not a matter of taxable vs. tax - advantaged accounts, but of the additional alternative of tax - exempt bonds in taxable accounts.
To me the biggest indicator is if the distribution
yield on a closed end
fund is higher than the
yield of the investments inside of it, that's an indication that I should take a closer
look — it might be trading at less than the total value of the investments inside of it.
For
yield, Hyman encourages investors to
look overseas with an ETF like EFAD, where they can get a
yield boost without as much interest rate risk as with U.S. high
yield dividend
funds.
Funds Leap Beyond Their Benchmarks In a world of shrinking bond yields, many mutual funds have found a way to make themselves look be
Funds Leap Beyond Their Benchmarks In a world of shrinking bond
yields, many mutual
funds have found a way to make themselves look be
funds have found a way to make themselves
look better.