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Special Report on

Bond Mutual Fund Investing

bond mutual fund investing special research report Photo by
Bond mutual funds—like all mutual funds—involve investment risk, including the possible loss of principal. A fundamental principle of investing known as the risk/reward tradeoff means that when you make an informed decision to assume some risk, you also create the opportunity for reward. Investors should be aware of the risks and potential for losses associated with bond mutual fund investing. How do the risks and returns of bond mutual funds compare with those of other investments? Investing in bond mutual funds usually entails less risk—and less reward—than investing in stock mutual funds. Similarly, bank accounts and money ...
were major factors leading to changes in the system. Its duties today, according to official Federal Reserve documentation, fall into four general categories: 3 Conducting the nation's monetary policy by influencing monetary and credit conditions in the economy in pursuit of maximum employment, stable prices, and moderate long-term interest rates. Supervising and regulating banking institutions to ensure the safety and soundness of the nation's banking and financial system, and protect the credit rights of consumers. Maintaining stability of the financial system and containing systemic risk that may arise in financial ...
Mutual Fund Performance vs Benchmarks, How Active Funds Perform
Why actively managed mutual funds underperform the index and, the things that private and institutional investors should look at before buying mutual funds. This is the first in a series of articles on this subject matter. One of the most common repeated complaints from private investors is that, active mutual funds performance tends to underperform that of their benchmarks. Similarly, they are seen as underperforming passively managed funds. In fact, according to Standard & Poors, this complaint from fund buyers is justified. In the Annual “Standard & Poor’s Indices Versus Active Funds (SPIVA) Scorecard ” they ... market research, surveys and trends » Mutual Funds Make Investing A Breeze
If you are new to investing, you may have heard of mutual funds but do not know exactly what they are or how to select the right one. A mutual fund is a collective investment security, and there are many different types. It may consist of a mix of several different types of investment vehicles, such as stocks, bonds, or derivatives, or it may consist of nothing but stocks that are part of a certain sector of the economy, or it could be just bonds. For example, there are mutual funds that consist of nothing but technology stocks. There are also funds that are comprised of stocks that have a similar market capitalization ... market research, surveys and trends


FINRA - NASD Fines Three Firms $6.75 Million, Expels a Fourth Firm ...
 — NASD announced today that it has fined three firms - and expelled a fourth - for violations relating to trading in corporate high yield bonds.  All four firms were cited for charging excessive markups or markdowns in bond trades, as well as for supervision violations.  The four firms will also pay restitution to customers totaling more than $1.1 million.   SG Americas Securities, LLC, of New York, will pay a $3.75 million fine and more than $728,000 in restitution. New York's RBC Capital Markets Corporation was fined $2 million and ordered to pay more than $108,000 in restitution. Its affiliate, ... industry trends, business articles and survey research
FINRA - NASD Fines State Street Global Markets Record $1.4 Million ...
 — NASD announced today that it has fined State Street Global Markets, LLC of Boston, MA, $1.4 million for violations relating to the reporting of corporate and municipal bond trades.  State Street Global, which is a subsidiary of Boston-based State Street Corporation, was cited for failing to report thousands of corporate bond trades to NASD's Trade Reporting and Compliance Engine (TRACE) and hundreds of municipal bond trades to the Municipal Securities Rulemaking Board (MSRB) over a 17-month period.  NASD also cited State Street Global for supervisory deficiencies relating to corporate and municipal ... industry trends, business articles and survey research
Wells Fargo Advantage Funds(R) and Evergreen Funds Complete Merger
SAN FRANCISCO, Jul 20, 2010 (BUSINESS WIRE) -- Wells Fargo Funds Management, LLC, announced today the completion of fund mergers and reorganizations that effectively unifies the mutual fund families of Wells Fargo & Company and the former Wachovia Corporation. The combination of the Wells Fargo Advantage and Evergreen Fund families positions Wells Fargo Advantage Funds as the eleventh-largest fund family in the United States, with $224.1 billion in assets under management (combined assets as of May 31, 2010)(1). The consolidation was the final step in Wells Fargo Funds ... market trends, news research and surveys resources
What the bond guru sees coming
(Money Magazine) -- Bill Gross, co-chief investment officer of Pimco and manager of the planet's biggest bond mutual fund, has some so-so news and some bad news. First, the so-so: Inflation and higher interest rates aren't a huge threat in the near future, so all those U.S. government bonds you may have been investing in recently are okay for now. The bad news? The world economy is still in lousy shape. At best, investors can expect a "new normal" era of slow growth and lower returns on stocks, bonds, and everything else. Actually, Gross's case for the new normal isn't all that new. He was predicting a long ... market trends, news research and surveys resources


Advanced Placement Macroeconomics
Key Concepts: stock, bond, mutual fund, investing, saving, dollar-cost averaging , index fund, life cycle fund, expense ratio, load, retirements accounts, ... technology research, surveys study and trend statistics
Invest Wisely: Mutual Funds
Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. And fees and taxes will diminish a fund's returns. It pays to understand both the upsides and the downsides of mutual fund investing and how to choose products that match your goals and tolerance for risk. This brochure explains the basics of mutual fund investing — how mutual funds work, what factors to consider before ... technology research, surveys study and trend statistics
Investing in Bonds, MM-0005-01
Generally, "savers" and "investors" have different objectives for their money. "Savers" plan to use their money in the next 3-5 years, while "investors" won't need their money for five years or longer. Many "savers" want liquidity or quick access to their money without penalty. Bonds provide a desirable saving or investment vehicle for many reasons. Bonds tend to be safer than stocks because if you hold bonds until the maturity date, you don't risk the principal. Plus, bonds can provide a regular, steady source of income (typically, interest payments are received every 6 months). For the long ...
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Mutual Funds: Hello Thank you first of..., interest rate hikes ...
Thank you first of all for taking my question. I have a general question which I have not been able to find an answer for about bond mutual fund investing. My question is this: I know that investing in bond funds, even in the highest quality bond funds, has its own set of risks associated with it, since the price of the fund moves in the opposite direction of interest rates. However, in order to minimize the risk of loosing the principal, when investing in bond funds, which strategy is better: Buying such funds when interest rates or extremely high or buying such funds when rates are extremely low? The reason for my question is ...
When to invest/buy a bond mutual fund? - Yahoo! Answers
I just opened a Fidelity multi bond fund: Stratigic income fund. I know you can't time the market. However, is it best to purchase more shares when stocks are UP for the day? ( buy low) Member since: July 06, 2006 Total points: 41010 (Level 7) That is a good fund - I own it myself. It is true that you can't time the market. However, interest rates are historically very low right now, and will probably rise over the coming years. When interest rates rise, bond values (and share values in bond funds) fall. Unfortunately, it's impossible to say when rates will begin to rise again, or how high ...