bond funds

Should You Reach for Higher Yields?

May 17, 2017

High-yield bonds add tremendous value at times, so it makes sense to at least consider investing in them. They’ve had terrific returns in recent years. In 2016, they outpaced both stocks and higher quality bonds. They can also be useful in a rising interest-rate environment, since their higher yields could help offset a decline in bond […]

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Plan for Changing Bond Markets

August 23, 2016

Many retirees want to preserve their capital, so bonds have often been a key component of their portfolios. But some retirees wonder if bonds can continue to provide the stability they’re looking for. They’ve spent decades putting aside money for their retirement, and they don’t want to risk losing it now. One thing we’ve learned […]

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What Fund Investors Can Do About Rising Rates

December 17, 2015

The Federal Reserve raised interest rates this week for the first time in nearly a decade, and this could affect markets in the coming year. To help you prepare, FundX President Janet Brown shared a four-step process that has helped her adapt to changing markets for over 40 years. Click here to read Janet’s Forbes […]

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Manage Interest-Rate Risk with NoLoad FundX

September 24, 2013

Interest rates rose all summer long sending bonds into a tailspin, but investors still need bonds in their portfolios.  How can investors manage their fixed income portfolios in a rising interest-rate environment?  NoLoad FundX can help. A Variety of Bond Funds to Choose From NoLoad FundX covers a wide variety of bond funds, including funds […]

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Bond ETFs in Down Markets

June 25, 2013

Interest rates have been rising since May and this has affected all areas of the bond market, but in many cases, bond ETFs were hit harder than bond funds. Barron’s wrote about bond ETFs that lost more than their underlying assets in May. “iShares iBoxx High Yield Corporate Bond’s (HYG) market price dropped 2.6% for […]

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On Forbes: 5 Reasons Why We Prefer Bond Funds to Bond ETFs

March 14, 2013

FundX President Janet Brown shared five reasons why she prefers bond mutual funds to bond exchange traded funds (ETFs) with Forbes. Click here to read her latest Forbes post. “One of the tenets of index investors is that few active managers beat their benchmark index over time,” Janet wrote. “In fixed income, however, there are many managers […]

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On Forbes: Help Navigating Changing Bond Markets

February 26, 2013

FundX president Janet Brown aims to help investors navigate changing bond markets in her latest post on the Forbes Intelligent Investing blog, “5 Reasons Why Bond Funds Can Help You Navigate Bond Market Headwinds Successfully.” Bonds have done well for the last few years, but some are now questioning if this will continue. “No one […]

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Five Reasons to Love Bond Funds

February 14, 2013

Bonds have done well in an environment marked by high demand, low interest rates and low levels of defaults, but we know that markets change. Investors may not always have such a strong demand for bonds; interest rates may rise, and defaults may also increase. Given the potential headwinds facing bonds, we believe investors may […]

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How Bond Funds Make Distributions

November 29, 2012

When a stock mutual fund makes a year-end distribution of capital gains and income, the fund’s share price drops by the amount of the distribution. But many bond funds distribute income to shareholders on a monthly or quarterly basis, and in this case, the bond fund’s share price does not drop by the amount of […]

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Responding to Interest Rate Changes

October 30, 2012

Fixed income investors are concerned about low yields and the fact that interest rates will eventually rise. We don’t attempt to forecast interest rate direction. Instead, we reposition our fixed income portfolios into different areas of the bond market that are currently most attractive. Here are some of the options available to us in different […]

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