Seventy-three percent has been loaned by private investors, bond mutual funds
, and pension plans seeking "safety and security." The rest was loaned to the U.S.
He said the return was especially impressive since 25 percent of the Bar's long-term portfolio is in bond mutual funds
and the rest split among other investments, including stock mutual funds.
For people holding bond mutual funds
and exchange-traded funds, total return is a combination of yield and price.
* 3 Ways Fixed Annuities Can Outperform Bond Mutual Funds
To further examine the role of mutual fund characteristics, we also consider the cost of providing liquidity for US bond mutual funds
. Like equity funds, bond funds offer daily liquidity to investors, but they primarily invest in assets with significantly less liquidity.
Short-duration bond mutual funds
still represent a sizable portion (about 45 percent) of CFF's portfolio but it remains relatively constant in percentage terms, Mittendorf said.
investment-grade bond mutual funds
this year, according to Wells Fargo & Co.
Bond mutual funds
commonly have the freedom to invest as much as 20 percent of their assets outside the United States, Anderson says.
In the wake of the market meltdown of 2008, many independent advisors started questioning the wisdom of limiting client portfolio allocations to stock and bond mutual funds
. Some five-plus years later, it looks as if the emerging answer is the addition ofdirect alternative investments.
economic news, investors have yanked nearly $20 billion from bond mutual funds
and exchange traded funds so far in August.
More than $1.2 trillion was socked away into bond mutual funds
and bond exchange-traded funds between 2009 and 2012, according to TrimTabs.