Which bond fund would readers recommend, as a core bond holding to go along with VWIAX ? The Wellesley fund holding mostly corporate bonds. Most intermediate funds, such as VBILX, VBTLX hold, Treasury and Corporate. Any input would be very helpful.
temporarily halt its tapering program. The 10-year U.S. Treasury bond yield jumped from 2.66% to 2.79%, with some bond funds showing hefty losses on Friday. In economic news, the jobs report and initial unemployment claims were much better than
increase her positions in BERIX and VWINX to about 20% each and, in the current interest rate environment, replace all of her bond funds with multisector and HY funds, such as PIMIX, OSTIX, RSIVX, etc. However, I would really appreciate getting some input
My portfolio is not updating the follwin 2 Scwab Funds: FRDAZ is the Franklin Rising Dividend Fund Class A institutional shares (no load) and the LSB1Z is the Loomis Sayles Bond Fund Class I.
purchased after this date (either through re-investment or your own new purchases), and assuming stock (and possibly bond ) fund prices are higher than your pre-2012 cost basis, the more you stand to lose by using the improper pre-2012 average cost
s 500 is relatively high at almost 18 times trailing earnings, valuations are reasonable. We still see money shift from bond funds to stock funds. Companies are still buying back shares because of valuations. People are still suspicious of the stock market
Vanguard Explorer (VEXPX) and Vanguard Wellesley Income Fund (VWINX); the filing also included a number of muni- bond funds . Active ETFs seem to an emerging trend, as a number of firms have recently filed for SEC permission to offer these funds
issue active ETFs on existing funds. These could include its Vanguard Explorer Fund, Vanguard Wellington Fund, bond index and municipal bond funds ... ------------------------------------------- R48
I see this index in charts of various bond funds . What exactly goes into this index? I'm assuming TR means total return or is that incorrect? Are there stocks as well as bonds included in this index and if so, what percentage?
finding opportunities is in convertibles and equities. I know some of your funds have relatively large stakes compared to other bond funds in those sectors. Could you talk a little bit about the role that those equities and convertibles play in the portfolio