A fixed annuity can provide clients with a similar rate of return to a bond mutual fund
, with greater safety.
If you own a bond mutual fund
or have a 401(k) account, there's a good chance that you have some foreign-bond investments, even if you don't know it.
Portfolio turnover for a typical bond mutual fund
is close to 100 percent annually.
4) let the fund managers of a bond mutual fund
take care of the investment strategies.
Let's assume the average maturity of Bond Mutual Fund
A is 30 years.
According to Moorlach, "the county's pool was a highly leveraged, long-term bond mutual fund
, when it should have been a short-term money market fund because of both the liquidity requirements of the participants, which included retirement and trust funds that could remove money at any time from the pool, and the risk from rising interest rates.
Earlier, he was a municipal bond mutual fund
manager and senior analyst at Fidelity Management Research Company.
You should also consider discontinuing your purchase of the $100 and $50 bonds, and instead, invest in a bond mutual fund
within your 401(k)plan.
If rates rise, bonds decrease in value, and the entire portfolio of a bond mutual fund
will be hit.
Because most money-market funds are part of a larger mutual fund family, an owner could transfer into a stock or bond mutual fund
at a later date, when the market changes.
3 potential government intermediate bond mutual funds
has earned a 'buy' rating as these mutual funds outperform their peers.
As part of the same strategy, it is also disposing of 17 equity and bond mutual funds
to US savings and retirement products provider Nationwide Financial Services Inc.