The Down Side Of Mutual Bond Funds
DOWNLOAD
FREE 30 Days
Download The Down Side Of Mutual Bond Funds PDF/ePub or read online books in Mobi eBooks. Click Download or Read Online button to get The Down Side Of Mutual Bond Funds book now. This website allows unlimited access to, at the time of writing, more than 1.5 million titles, including hundreds of thousands of titles in various foreign languages. If the content not found or just blank you must refresh this page
The Down Side Of Mutual Bond Funds
DOWNLOAD
FREE 30 Days
Author : Marvin Appel
language : en
Publisher: Pearson Education
Release Date : 2010-06-30
The Down Side Of Mutual Bond Funds written by Marvin Appel and has been published by Pearson Education this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-06-30 with categories.
This is the eBook version of the printed book. This Element is an excerpt from Higher Returns from Safe Investments: Using Bonds, Stocks, and Options to Generate Lifetime Income (9780137003358) by Marvin Appel. Available in print and digital formats. ¿ Beware! Why most bond mutual funds aren’t worth the trouble or cost. ¿ Bond mutual funds can be desirable if you want the yield you can get from longer-term bonds but want the freedom to access some or all of your investment in the nearer term. But beware--most bond funds are not worth your trouble, especially those that come with an up-front or back-end sales load or funds with high-expense share classes such as class C shares.
The Downside Of Mutual Bond Funds
DOWNLOAD
FREE 30 Days
Author : Marvin Appel
language : en
Publisher:
Release Date : 2010
The Downside Of Mutual Bond Funds written by Marvin Appel and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with Bond funds categories.
"This Element is an excerpt from Higher Returns from Safe Investments: Using Bonds, Stocks, and Options to Generate Lifetime Income (ISBN: 9780137003358) by Marvin Appel. Bond mutual funds can be desirable if you want the yield you can get from longer-term bonds but want the freedom to access some or all of your investment in the nearer term. But beware--most bond funds are not worth your trouble, especially those that come with an up-front or back-end sales load or funds with high-expense share classes such as class C shares"--Resource description page.
Risks And Vulnerabilities In The U S Bond Mutual Fund Industry
DOWNLOAD
FREE 30 Days
Author : Antoine Bouveret
language : en
Publisher: International Monetary Fund
Release Date : 2021-04-29
Risks And Vulnerabilities In The U S Bond Mutual Fund Industry written by Antoine Bouveret and has been published by International Monetary Fund this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-04-29 with Business & Economics categories.
This paper assesses liquidity risk for the United States (U.S.) bond mutual funds industry and performs a range of analyses to identify which fund categories are more vulnerable to distress than others, and how sales from funds can impact financial stability. We develop a new measure to identify vulnerable categories based on expected outflows labelled ‘Flows in Distress’. Overall, most U.S. mutual funds are resilient yet high yield (HY) and loan funds would face a liquidity shortfall when faced with severe redemption shocks. Combined sales from funds can have a sizeable price impact. Finally, our contagion analysis using data on fund flows and returns shows that Investment Grade (IG) corporate bonds funds, municipal bond funds and government bond funds are more likely to spread distress to other fund categories than HY, EM and loan funds. When the first type of funds experiences stress, other funds categories are likely to experience stress as well.
All About Bonds And Bond Mutual Funds
DOWNLOAD
FREE 30 Days
Author : Esme Faerber
language : en
Publisher: McGraw-Hill Companies
Release Date : 2000
All About Bonds And Bond Mutual Funds written by Esme Faerber and has been published by McGraw-Hill Companies this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000 with Business & Economics categories.
A guide to diversifing an investment portolio explains the advantages and disadvantages of individual bonds versus bond mutual funds, how to buy and sell bonds, and the benefits of other fixed-income investments
Thestreet Ratings Guide To Bond Money Market Mutual Funds
DOWNLOAD
FREE 30 Days
Author : Thestreet Ratings
language : en
Publisher: Financial Ratings Series
Release Date : 2013-10
Thestreet Ratings Guide To Bond Money Market Mutual Funds written by Thestreet Ratings and has been published by Financial Ratings Series this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-10 with Business & Economics categories.
TheStreet Ratings Guide to Bond & Money Market Mutual Funds has everything your patrons need to easily identify the top-performing fixed income funds on the market today. Each quarterly edition contains TheStreet's independent ratings and analyses on more than 4,600 fixed income funds – more than any other publication, including corporate bond funds, high-yield bond funds, municipal bond funds, mortgage security funds, money market funds, global bond funds and government bond funds. In addition, the fund's risk rating is combined with its three-year performance rating to get an overall picture of the fund's risk-adjusted performance. The resulting TheStreet Investment Rating gives a single, user-friendly, objective evaluation that makes it easy to compare one fund to another and select the right fund based on the level of risk tolerance. Most investors think of fixed income mutual funds as "safe" investments. That's not always the case, however, depending on the credit risk, interest rate risk, and prepayment risk of the securities owned by the fund. TheStreet Ratings assesses each of these risks and assigns each fund a risk rating to help investors quickly evaluate the fund's risk component. Plus, we include a handy Risk Profile Quiz to help you assess your personal tolerance for risk. So whether you're an investing novice or professional, the Guide to Bond and Money Market Mutual Funds gives you everything you need to find a mutual fund that is right for you.
Thestreet Com Ratings Guide To Bond And Money Market Mutual Funds
DOWNLOAD
FREE 30 Days
Author : Grey House Publishing
language : en
Publisher: Street Ratings Guide to Bond &
Release Date : 2009-08
Thestreet Com Ratings Guide To Bond And Money Market Mutual Funds written by Grey House Publishing and has been published by Street Ratings Guide to Bond & this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-08 with Business & Economics categories.
TheStreet.com Ratings Guide to Bond & Money Market Mutual Funds has everything your patrons need to easily identify the top-performing fixed income funds on the market today. Each quarterly edition contains TheStreet.com's independent ratings and analyses on more than 4,600 fixed income funds - more than any other publication, including corporate bond funds, high-yield bond funds, municipal bond funds, mortgage security funds, money market funds, global bond funds and government bond funds. In addition, the fund's risk rating is combined with its three-year performance rating to get an overall picture of the fund's risk-adjusted performance. The resulting TheStreet. com Investment Rating gives a single, user-friendly, objective evaluation that makes it easy to compare one fund to another and select the right fund based on the level of risk tolerance. Most investors think of fixed income mutual funds as "safe" investments. That's not always the case, however, depending on the credit risk, interest rate risk, and prepayment risk of the securities owned by the fund. TheStreet.com Ratings assesses each of these risks and assigns each fund a risk rating to help investors quickly evaluate the fund's risk component. Plus, we include a handy Risk Profile Quiz to help you assess your personal tolerance for risk. So whether you're an investing novice or professional, the Guide to Bond and Money Market Mutual Funds gives you everything you need to find a mutual fund that is right for you.
Swing Pricing And Fragility In Open End Mutual Funds
DOWNLOAD
FREE 30 Days
Author : Dunhong Jin
language : en
Publisher: International Monetary Fund
Release Date : 2019-11-01
Swing Pricing And Fragility In Open End Mutual Funds written by Dunhong Jin and has been published by International Monetary Fund this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-11-01 with Business & Economics categories.
How to prevent runs on open-end mutual funds? In recent years, markets have observed an innovation that changed the way open-end funds are priced. Alternative pricing rules (known as swing pricing) adjust funds’ net asset values to pass on funds’ trading costs to transacting shareholders. Using unique data on investor transactions in U.K. corporate bond funds, we show that swing pricing eliminates the first-mover advantage arising from the traditional pricing rule and significantly reduces redemptions during stress periods. The positive impact of alternative pricing rules on fund flows reverses in calm periods when costs associated with higher tracking error dominate the pricing effect.
On Swing Pricing And Systemic Risk Mitigation
DOWNLOAD
FREE 30 Days
Author : Sheheryar Malik
language : en
Publisher: International Monetary Fund
Release Date : 2017-07-18
On Swing Pricing And Systemic Risk Mitigation written by Sheheryar Malik and has been published by International Monetary Fund this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-07-18 with Business & Economics categories.
Swing pricing allows a fund manager to transfer to redeeming or subscribing investors the costs associated with their trading activity, thus potentially discouraging large flows. This liquidity management tool, which is already used in major jurisdictions, may also help mitigate systemic risk. Here we develop and apply a methodology to investigate whether swing pricing does in fact help dampen flows out of funds, especially during periods of market stress. Drawing on evidence of first-mover advantage within a group of ‘swinging’ corporate bond funds, we provide policy considerations for enhancing the tool’s effectiveness as a systemic risk mitigant.
Investing In Mutual Funds Using Fuzzy Logic
DOWNLOAD
FREE 30 Days
Author : Kurt Peray
language : en
Publisher: CRC Press
Release Date : 1999-06-25
Investing In Mutual Funds Using Fuzzy Logic written by Kurt Peray and has been published by CRC Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 1999-06-25 with Business & Economics categories.
Fuzzy Logic is an analytical tool used in the modeling of those phenomena that fall outside the scope of exact sciences. It is used in the analysis of complex and highly nonlinear processes, where mathematical models or standard classic logic cannot define conditions inherent to such processes, e.g. human thinking. Kurt Peray's detailed analysis of the new approaches and techniques for Risk Control and Portfolio Asset Allocation - which uses the principles of Fuzzy Logic - helps you to make decisions as to when to buy, hold or sell. While making independent and educated decisions, you will be able to hedge your portfolio from the volatile forces in the market, and will offset the erosive impact of inflation and taxation. In this electronic age, investors have quick access to important information relevant to the decision process. The guidelines and formulas that serve as foundations to the Fuzzy Logic approach gives you the ability to build customized programs. Investing in Mutual Funds Using Fuzzy Logic is for the individual who wants to invest in financial instruments that will provide a return for growth. With the investment approach he devised, Peray guides the you towards achieving your investment goals.
The Charles Schwab Guide To Finances After Fifty
DOWNLOAD
FREE 30 Days
Author : Carrie Schwab-Pomerantz
language : en
Publisher: Crown Currency
Release Date : 2014-04-01
The Charles Schwab Guide To Finances After Fifty written by Carrie Schwab-Pomerantz and has been published by Crown Currency this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-04-01 with Business & Economics categories.
Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.