investment grade bonds Archives
The recent Fed rate hike is impacting high yield investments in very different ways. Here's how rising rates can affect your portfolio.
The top holdings in this Morningstar three-star-rated fund are Intel, Canadian and Ford Motor Co. bonds. The fund has a yield of 2.4%, paid monthly.
Loomis Sayles Bond Fund (LSBRX) From Leeb Income Performance
As a multi-sector fund, Loomis Sayles Bond Fund (LSBRX) is allowed invest...
This Morningstar three-star rated fund has a high yield of 6.18%, paid monthly.
Fidelity High Income (SPHIX) From Fidelity Monitor & Insight
While plunging energy prices put more money into consumers’ pockets, the downside was that the energy sector got walloped. Caught in this downdraft highly...
The top five holdings of this balanced fund are: Apple Inc. (AAPL—2.75% of assets), US Treasury Note (0.875%), Bank of America Corporation Com BAC—1.51%), Fannie Mae 3.5% 30 Year N/A (1.39%), and Wells Fargo & Company Common St (WFC—1.37%).
Fidelity Puritan (FPURX)
from The No-Load Investor
Today, Mark Salzinger recommends a high-yield bond fund that focuses on relatively safer sub-investment-grade bonds. The new buy is followed by two sell alerts from Chris Temple.
Fidelity Focused High Income (FHIFX)
from No-Load Fund Investor
For many income-oriented investors, the ideas of investing in high-yield funds...
Sometime in the near-ish future, the Fed is going to raise interest rates for the first time in over five years. When they do, the companies and governments that have been issuing bonds at rock-bottom rates for years will have to start offering favorable...
Today No-Load Fund Investor Editor Mark Salzinger revisits an old favorite balanced fund that’s appropriate for all types of investors in an extended recommendation.
Dodge & Cox Balanced Fund (DODBX)
Isn’t it time to forgive Dodge & Cox?
For decades prior to the financial crisis and market,...
Today’s Daily Alert features a non-government bond fund from Fidelity Monitor & Insight.
“Fidelity Corporate Bond (FCBFX) -- There’s little guesswork as to what this fund buys: almost 90% of its assets are in investment grade bonds (46% are rated A, 42% BBB), with remainder...
Last month was a lousy month for most yield-focused investments, including both fixed-income securities like bonds and high-yield instruments like MLPs and REITs. The ostensible reason was the Fed’s suggestion that it might start “tapering” off its asset purchases and allow interest rates rise...
"How much do you need to retire? (Or, if you are already retired, how much can you safely spend?) These are the most important financial questions that our clients face. Although each family's situation may call for a different answer, there are some that...
Today’s Daily Alert features a new value play on corporate bonds from Cabot Benjamin Graham Value Letter Editor J. Royden Ward.
“iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD, $122) seeks investment results that correspond to the price and yield performance of the investment-grade...
Income investors have more options than ever today, from simple dividend-paying stocks to tax-advantaged investments like REITs and municipal bonds. Today's recommendation is a unique closed-end fund that provides exposure to a range of income investments, including bank loans, high-yield bonds and mortgages. Jack...
Note from Cabot Wealth Advisory Editor Elyse Andrews: It was greeted as "an oddball security from Canada" when it debuted in December 2003. But investors have been warming up to this special type of security in difficult times. Today, we're featuring this article...