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“Brett, give me some bond funds with big yields. And it’d be great if their prices never went down!”My money manager friend was chasing the holy grail of...
Should we income investors buy any bonds right now? Bond prices have rallied, but the rear view mirror doesn’t help any new money we’re putting to work right now....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1026 | 1121 | 1148 | 1352 | 1831 |
Fund Return | 8.46% | 2.6% | 12.14% | 4.7% | 6.22% | 6.24% |
Place in category | 228 | 67 | 250 | 67 | 22 | 4 |
% in Category | 34 | 13 | 38 | 15 | 4 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan High Income Advisor | 3.57B | 8.62 | 4.86 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US1868542044 | 31.3B | 11.68 | 10.48 | - | ||
Vanguard High-Yield Corporate Adm | 21.58B | 7.01 | 3.44 | 4.62 | ||
Fidelity Capital & Income | 13.54B | 12.31 | 5.14 | 6.64 | ||
BlackRock High Yield Bond Instl | 12.37B | 9.04 | 4.22 | 4.92 | ||
BlackRock High Yield Bond K | 12.13B | 9.14 | 4.32 | 5.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ardonagh Group Finance Ltd. 8.875% | - | 2.91 | - | - | |
VistaJet Malta Finance PLC /XO Management Holding Inc. 6.375% | - | 2.33 | - | - | |
Medline Borrower LP 3.875% | - | 1.92 | - | - | |
Arches Buyer Inc 4.25% | - | 1.83 | - | - | |
Carnival Corporation 6% | - | 1.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Neutral | Neutral | Buy |
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