The Loomis portfolio is invested in intermediate bonds
, which Riddix says could help absorb any bumps if interest rates rise, The Loomis fund's current 4.
Asset mix guidelines identify asset classes - such as large cap stocks, mid cap stocks, small cap stocks, international stocks, intermediate bonds
, international bonds, and high yield bonds - approved for investments with the maximum and minimum range for each asset category.
for $30,000,000 of Series A 6-5/8% Senior Retail Intermediate Bonds
due March 17, 2015.
are an investor's friend: They produce a hefty portion of the returns of long bonds with much less principal risk.
Therefore, intermediate bonds
have both medium-term downside risk and very low risk premiums.
12 on the BE ASSET MANAGERS list with $428 million in assets under management), says investors should stick with intermediate bonds
, which have a maturity of three to seven years, for the moment.
103,000 from investments in the traditional 60/40 mix of large stocks and intermediate bonds
Although some are counseling that intermediate bonds
are not a
You would think that with interest rates being so low, you'd want to invest in longer dated bonds because they'd pay more.
By comparison, intermediate bonds
are likely to offer investors stronger returns with less risk.
Some are counseling that intermediate bonds
are not a good investment in today's market because interest rates have only one way to go -- up," he states.
He suggests that Thomas place some of his money into mutual funds that have intermediate bonds
or corporate bonds for a mix that is 70% to 80% stocks and 20% to 30% bonds and cash.