above-average duration relative to other intermediate-term bond funds ; that could subject it to some interest-rate-related ..... retiree could take the edge off by holding a short-term bond fund as well, but that would entail an extra holding. In addition
anybody follow MPV at all? It has a very strong long-term record with significantly less NAV volatility compared to most HY bond funds - NAV lost 3.5% in 2008 compared to category NAV loss of 41% (also did not rebound nearly as dramatically in 2009
find Regular Savings Account, Cds, Short Term Bond Fund , Intermediate-Term Bond Fund , Money Market etc to fit into this bucket ..... rising interest rates, any short or mid duration bond funds that may lose 2 - 5% of principle by about Jan
(The following statement was released by the rating agency) LONDON/PARIS, March 27 (Fitch) Fitch Ratings has affirmed LO Funds - Absolute Return Bond's (ARBF) 'Strong' Fund Quality Rating. The fund is managed by Lombard Odier Investment Managers (LOIM). KEY RATING DRIVERS Fund Profile ARBF is a ...
Deciding between VFIJX or VBTLX in a IRA. Guidance would be appreciated. Bernard
a checklist for taxable- bond - fund investors . In it, we suggested ..... select intermediate-term bond funds for the core of their fixed ..... Benz. Investors seeking core bond funds for their portfolios can begin ..... many other intermediate- bond funds , and they can struggle during
By Sam Forgione NEW YORK, March 25 (Reuters) - Investors in U.S.-based mutual funds committed just $448 million to bond funds in the week ended March 18 after longer-term investors responded to a...
of interest rate environments. Out of 25,000 equity and bond funds , only 30 have done this. Since 1999—the first year he ..... month-end at www.usfunds.com or 1-800-US-FUNDS. Bond funds are subject to interest-rate risk; their value declines
a long or intermediate term bond fund to a short-term bond fund . The impression one gets is ..... a rising rate environment, bond funds will inevitably decline in value ..... explains that, for a typical bond fund with a constant-maturity portfolio
More specifically, my wife and I--both 66--have about 25% of our fixed allocation in Traditional and 75% in various bond funds . Does it make sense to increase the percentage of Traditional in light of low bond returns and interest rate risk? (Our