Posted by ibot | Posted in bond funds , bonds | Posted on 1:47 AM
Bond funds may be appropriate for investors who:
• Provide more value to revenue growth
• Looking Dividends generally higher than money market rates
• Want to diversify your portfolio
• They have low risk tolerance
Main types of bond funds
General corporate bond funds: They seek a high level of income by investing at least two thirds of their portfolios in corporate bonds, and no restrictions on the average maturity date.
Corporate bond funds over the medium term: Looking for a high level of income through continued investment of at least two thirds of their portfolios in corporate bonds. Average maturity of 5-10 years.
Corporate bond funds in the short term: Focus on achieving a high level of current income through investment continued at least two thirds of corporate bond portfolios. Average maturity of one to five years.
General global bond funds: They invest in debt securities worldwide, placing up to 25% of the portfolio (excluding cash) in companies located in the United States. These funds have no stated average maturity or have an expiration date average of more than five years.
Global Bond Fund Short-term invest in debt securities worldwide, and place up to 25% of the portfolio (excluding cash) in companies located in the United States. These funds have an average maturity of one to five years.
General government bond funds: Allocate at least two thirds of their portfolios in government securities in the United States and have no stated maturity date.
Funds medium-term government bonds: They select at least two thirds of their portfolios in government securities in the United States, with average maturity of five to 10 years.
Funds short-term government bonds: They spend at least two thirds of their portfolios in government securities in the United States and have an average maturity of one to five years.
Fund Performance: Looking for a high level of current income by investing at least two thirds of their portfolios in corporate bonds rated lower (Baa or lower, according to rating services Moody's and BBB or lower according to rating services Standard & Poor).
Mortgage-backed funds: invest at least two thirds of their portfolios in pooled mortgage-backed securities:
Municipal bond funds national general: They focus primarily on municipal bonds, generally are exempt from federal income tax, although they could be subject to taxation by state and local laws. They have an average maturity of more than five years or no stated maturity date.
National municipal bond funds in the short term: Focus on municipal bonds, generally are exempt from federal income tax, although they could be subject to taxation by state and local laws. They have an average maturity of one to five years.
Other global bond funds: Allocate at least two thirds of their portfolios to a combination of government and foreign corporate debt. Some funds in this category invest primarily in debt securities of emerging markets.
General municipal bond funds state: Invest primarily in municipal bonds of a single state, whose residents are exempt from federal income taxes and state. These funds have an average maturity date of more than five years or no stated maturity date.
State municipal bond funds in the short term: They focus primarily on municipal bonds of a single state, whose residents are exempt from federal income taxes and state. They have an average maturity between one and five years.
Strategic income funds: They provide high current income by investing in a combination of domestic fixed income securities.
• Provide more value to revenue growth
• Looking Dividends generally higher than money market rates
• Want to diversify your portfolio
• They have low risk tolerance
Main types of bond funds
General corporate bond funds: They seek a high level of income by investing at least two thirds of their portfolios in corporate bonds, and no restrictions on the average maturity date.
Corporate bond funds over the medium term: Looking for a high level of income through continued investment of at least two thirds of their portfolios in corporate bonds. Average maturity of 5-10 years.
Corporate bond funds in the short term: Focus on achieving a high level of current income through investment continued at least two thirds of corporate bond portfolios. Average maturity of one to five years.
General global bond funds: They invest in debt securities worldwide, placing up to 25% of the portfolio (excluding cash) in companies located in the United States. These funds have no stated average maturity or have an expiration date average of more than five years.
Global Bond Fund Short-term invest in debt securities worldwide, and place up to 25% of the portfolio (excluding cash) in companies located in the United States. These funds have an average maturity of one to five years.
General government bond funds: Allocate at least two thirds of their portfolios in government securities in the United States and have no stated maturity date.
Funds medium-term government bonds: They select at least two thirds of their portfolios in government securities in the United States, with average maturity of five to 10 years.
Funds short-term government bonds: They spend at least two thirds of their portfolios in government securities in the United States and have an average maturity of one to five years.
Fund Performance: Looking for a high level of current income by investing at least two thirds of their portfolios in corporate bonds rated lower (Baa or lower, according to rating services Moody's and BBB or lower according to rating services Standard & Poor).
Mortgage-backed funds: invest at least two thirds of their portfolios in pooled mortgage-backed securities:
Municipal bond funds national general: They focus primarily on municipal bonds, generally are exempt from federal income tax, although they could be subject to taxation by state and local laws. They have an average maturity of more than five years or no stated maturity date.
National municipal bond funds in the short term: Focus on municipal bonds, generally are exempt from federal income tax, although they could be subject to taxation by state and local laws. They have an average maturity of one to five years.
Other global bond funds: Allocate at least two thirds of their portfolios to a combination of government and foreign corporate debt. Some funds in this category invest primarily in debt securities of emerging markets.
General municipal bond funds state: Invest primarily in municipal bonds of a single state, whose residents are exempt from federal income taxes and state. These funds have an average maturity date of more than five years or no stated maturity date.
State municipal bond funds in the short term: They focus primarily on municipal bonds of a single state, whose residents are exempt from federal income taxes and state. They have an average maturity between one and five years.
Strategic income funds: They provide high current income by investing in a combination of domestic fixed income securities.
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