Try These New Flavors of Actively-Managed ESG ETFs
Justin Kuepper
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We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on...
Mutual funds that hold long-term bonds may be the most susceptible to rising interest rates since prices may head lower as interest rates rise. For instance, the highly rated Vanguard Long-term Corporate Bond Index Admiral Shares (VLTCX) has fallen 3.13% so far this year after gaining 16.72% in 2014, due to the prospects of rising interest rates. The fund may experience further declines if interest rates continue to rise at a higher-than-expected pace.
Short-term bond and high-yield (junk) bond mutual funds tend to perform slightly better as investors shift assets from long-term, low-yield bonds into these instruments. While they are adversely affected by rising rates, the fund flows can help increase demand and offset the price declines seen in other fixed-income asset classes. Municipal bond mutual funds may also experience less of a decline given their tax-advantaged nature.
Here are some mutual funds to consider in these areas:
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on...
News
Justin Kuepper
|
The S&P 500 index posted a respectable year-to-date increase of approximately 5.3%, but...
Aaron Levitt
|
For fixed income investors, using covered calls on their stock sleeve has the...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Mutual funds that hold long-term bonds may be the most susceptible to rising interest rates since prices may head lower as interest rates rise. For instance, the highly rated Vanguard Long-term Corporate Bond Index Admiral Shares (VLTCX) has fallen 3.13% so far this year after gaining 16.72% in 2014, due to the prospects of rising interest rates. The fund may experience further declines if interest rates continue to rise at a higher-than-expected pace.
Short-term bond and high-yield (junk) bond mutual funds tend to perform slightly better as investors shift assets from long-term, low-yield bonds into these instruments. While they are adversely affected by rising rates, the fund flows can help increase demand and offset the price declines seen in other fixed-income asset classes. Municipal bond mutual funds may also experience less of a decline given their tax-advantaged nature.
Here are some mutual funds to consider in these areas:
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on...
News
Justin Kuepper
|
The S&P 500 index posted a respectable year-to-date increase of approximately 5.3%, but...
Aaron Levitt
|
For fixed income investors, using covered calls on their stock sleeve has the...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...