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Trending: Top 3 California Municipal Bond Funds
Justin Kuepper
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Municipal bonds have been a safe haven within fixed income markets that have...
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An important thing to note here is that not all target-date funds are equal. Investors should examine the asset allocations and glide paths of the funds they are considering to make sure they’re consistent with their own objectives and risk tolerances.
Check out our Retirement Income Funds section to know the different types of pre-packaged target-date funds.
When judging how interest rate fluctuations affect TDFs, it’s important to consider the entire picture as changes to rates affect both stocks and bonds. Many are familiar with the general inverse relationship between bond prices and interest rates. However, the credit quality of the bond, the currency in which it’s denominated and the length of time until maturity will impact the bond’s value uniquely.
You can read more about how target-date funds work to familiarize yourself with this class of mutual funds.
Check out the questions that you should ask your target-date fund provider.
Different types of bonds, however, behave differently. High-quality bonds – such as U.S. Treasury and investment-grade corporate bonds – and long-term bonds tend to be more interest-rate sensitive. These effects can be at least partially offset by holding a wide variety of bond types.
In general, higher interest rates can impact how attractive equities look. As rates rise, investors may be persuaded to move from stocks over to higher-yielding bonds. This “flight to quality” can hurt stock prices as selling pressure increases. On the other hand, interest rates tend to rise during periods of economic expansion and growth. Historically, equities have performed well during rising rate environments as economic strength tends to lead to increasing revenues and net income.
Be sure to follow our Target-Date Funds section to make the right investment decision.
Be sure to check our News section to keep track of weekly fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Justin Kuepper
|
Municipal bonds have been a safe haven within fixed income markets that have...
Kristan Wojnar, RCC™
|
We are exploring the topics of virtual nonverbal communication, getting your blogs to...
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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...
An important thing to note here is that not all target-date funds are equal. Investors should examine the asset allocations and glide paths of the funds they are considering to make sure they’re consistent with their own objectives and risk tolerances.
Check out our Retirement Income Funds section to know the different types of pre-packaged target-date funds.
When judging how interest rate fluctuations affect TDFs, it’s important to consider the entire picture as changes to rates affect both stocks and bonds. Many are familiar with the general inverse relationship between bond prices and interest rates. However, the credit quality of the bond, the currency in which it’s denominated and the length of time until maturity will impact the bond’s value uniquely.
You can read more about how target-date funds work to familiarize yourself with this class of mutual funds.
Check out the questions that you should ask your target-date fund provider.
Different types of bonds, however, behave differently. High-quality bonds – such as U.S. Treasury and investment-grade corporate bonds – and long-term bonds tend to be more interest-rate sensitive. These effects can be at least partially offset by holding a wide variety of bond types.
In general, higher interest rates can impact how attractive equities look. As rates rise, investors may be persuaded to move from stocks over to higher-yielding bonds. This “flight to quality” can hurt stock prices as selling pressure increases. On the other hand, interest rates tend to rise during periods of economic expansion and growth. Historically, equities have performed well during rising rate environments as economic strength tends to lead to increasing revenues and net income.
Be sure to follow our Target-Date Funds section to make the right investment decision.
Be sure to check our News section to keep track of weekly fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Justin Kuepper
|
Municipal bonds have been a safe haven within fixed income markets that have...
Kristan Wojnar, RCC™
|
We are exploring the topics of virtual nonverbal communication, getting your blogs to...
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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...