interest rates

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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Subscriber Q&A: Waiting for Interest Rates to Rise

May 22, 2014

Subscriber Question: Given that interest rates are likely to rise, shouldn’t NoLoad FundX’s bond portfolio have more exposure to short-term bonds, floating-rate funds or Treasuries? NoLoad FundX Answer: We recognize that with rates at historic lows, they have to rise eventually, but we don’t think anyone can accurately predict when rates will rise or how […]

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Bond Funds for a Rising Interest-Rate Environment

June 11, 2013

Interest rates rose sharply in May, but no one knows whether they are near the top of a trading range or if they are starting a sustained upward climb. Most bonds are negatively affected by rising interest-rates since bond prices fall when interest rates rise, but not all areas of the bond market are equally […]

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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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On Forbes: Floating Rate Funds

May 27, 2011

NoLoad FundX Editor Janet Brown’s latest post on the Forbes Investor Team blog, Intelligent Investing, looks at whether floating rate funds are the answer to rising interest rates. Rising interest rates can hurt investors who own bonds or bond mutual funds, and many fixed income investors are worried that rates are so low right now […]

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