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☆ Coinbase threatened by bitcoin ETFs after almost 400% surge in stock last year
▼ + stars: | 2024-01-10 | by ( Mackenzie Sigalos | ) www.cnbc.com time to read: +8 min

"We estimate Bitcoin custody and surveillance revenue will more than offset decline in Bitcoin trading volume as assets migrate to ETFs," the analysts said. "Spot bitcoin ETFs appear poised to take volume away from crypto exchanges," said Bryan Armour, director of passive strategies research for North America at Morningstar. watch nowMizuho sees the income from custody fees as fairly modest given how far investors have pushed up the stock. "They are essential infrastructure in terms of custody, trading, and surveillance for the majority of the ETF proposals," Carter said. WATCH: Former SEC Chair Jay Clayton on changes in bitcoin trading

Persons: Brian Armstrong, Michael Nagle, Coinbase, Franklin Templeton, they'll, Bernstein, bitcoin, Emilie Choi, —, Mizuho, Bryan Armour, Choi, we've, Nic Carter, Carter, Jay Clayton Organizations: Coinbase Global Inc, Bloomberg, Getty, SEC, Coinbase, BlackRock, JPMorgan, Mizuho, FactSet, Circle's U.S, CNBC, North America, Morningstar, Fidelity, Castle, Ventures Locations: New York, BlackRock, Coinbase, bitcoin

☆ Investors poured cash into these fixed income ETFs in 2023
▼ + stars: | 2024-01-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

The Federal Reserve's monetary policy set the tone for the fixed income world in 2023 – right down to which exchange traded funds investors picked to take advantage of higher interest rates. Bond yields have an inverse relationship to their prices, so that when prices decline, yields rise and vice versa. The Vanguard Long-Term Treasury ETF (VGLT) was another favorite of investors, with about $7.3 billion in net flows in 2023. Indeed, those strategies proved popular with investors in 2023, as the Vanguard Total Bond Market ETF (BND) and iShares Core U.S. Aggregate Bond ETF (AGG) were ETFs with the second and third highest net flows, per Morningstar.

Persons: It's, Paul Olmsted, Matthew Bartolini, Olmsted, Morningstar, –, it's, BND, AGG Organizations: Investors, Bloomberg Finance, State Street Global Advisors, Morningstar, SPDR, SPDR Americas Research, Street Global Advisors, State, Treasury Bond ETF, Bloomberg, SGOV, SEC, Treasury, Fed, Vanguard, Bond Market, Core, Aggregate Bond Locations: SPDR Americas, Central

☆ Investors will soon be able to buy slices of bonds. How to decide if this is the right move for you
▼ + stars: | 2024-01-05 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Investors will be able purchase pieces of corporate bonds, Treasurys and eventually, municipal bonds. The idea is to open up opportunities to investors who don't want to spend upward of $1,000 on single corporate bonds. While retail investors can buy individual corporate bonds through brokerages, they often opt for mutual funds or exchange-traded funds, which offer baskets of diversified bond securities. The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) , for instance, tracks the ICE BofA U.S. Corporate Index. For corporate bonds, he suggests looking at actively managed funds, particularly for noninvestment grade and municipal bonds.

Persons: Sam Nofzinger, Nofzinger, Chuck Failla, I'm, Tom Kaiser, Failla Organizations: Public, Corporate, ICE, Sovereign Financial Group, Brock Investment Advisors, Apple, Microsoft, BlackRock Locations: brokerages, TreasuryDirect

☆ Here’s where to invest $50,000 in the new year, according to the pros
▼ + stars: | 2024-01-01 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +8 min

The S & P 500 rose 24% in 2023, ending the year just shy of a record closing high. The highest S & P 500 target on the Street calls for 8.7% upside from Thursday's close. A fund with exposure to small and midcap semiconductor stocks is the SPDR S & P Semiconductor ETF (XSD) . Exposure to this space can be obtained through the SPDR S & P Health Care Equipment ETF (XHE) . For these investors, Bailey likes Berkshire Hathaway , calling it a counter-cyclical sitting on a ton of cash.

Persons: Larry Adam, Raymond James, Robert Kaplan, Steven Wieting, Wieting, there's, Mike Bailey, — Bailey, Bailey, They're, Berkshire Hathaway, Eli Lilly, they're, Jack Ablin, Ablin, Rowe Price Organizations: Nasdaq, Dow Jones Industrial, CNBC Pro's, Survey, National Association for Business Economics, Dallas Federal, CNBC, Bank of America, Fed, CNBC Pro, Citi Global Wealth, Nvidia, Meta, Microsoft, P Semiconductor, P Health Care, FBB Capital Partners, Corporate, Aggregate Bond, Berkshire, Essex Property Trust, Federal Realty Trust, Rowe Price Group Locations: Essex

☆ Corporate bond yields are off highs, but are still attractive. Here's what experts say to look for in 2024
▼ + stars: | 2023-12-29 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

While corporate bond yields have moved down off their highs, investors will still be able to snap up some juicy income next year, experts believe. USIG YTD mountain The iShares Broad USD Investment Grade Corporate Bond ETF tracks the ICE BofA U.S. Corporate Index. However, for income investors not just focusing on the next 12 months, investment-grade corporate bonds look very attractive, he said. WINC YTD mountain Western Asset Short Duration Inc ETF In fact, he thinks 2024 will provide a unique opportunity for corporate bond investors. He also doesn't think corporate bonds are particularly attractive on a total return performance thanks to their recent run higher.

Persons: Goldman, Lindsay Rosner, Collin Martin, Charles Schwab, Martin, Martin doesn't, Fitch, Kurt Halvorson, Halvorson, you'll, Michael Kessler, Kessler, Schwab's Martin Organizations: Federal Reserve, ICE, Corporate, . Investment, Goldman, CNBC, Western Asset, Albion Financial, Investors Locations: Goldman Sachs

☆ These bonds offering tax-free income will still be a good deal in 2024
▼ + stars: | 2023-12-27 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

Municipal bonds, favored for their tax-free income, are looking at a solid year in 2024 and could be a compelling purchase for investors hoping to lock in attractive yields. "We will likely see positive total returns," said Cooper Howard, fixed income strategist at the Schwab Center for Financial Research. "Munis are one of the best things going in the fixed income space," he said. It provides all the attributes of fixed income, and it serves as ballast to an overall diversified portfolio." Naturally, rates are on the minds of fixed income investors and strategists, as well as recession risk.

Persons: Cooper Howard, who've, Peter Higgins, Ben Barber, Schwab's Howard, Paul Malloy, It's, Beth Foos, Malloy, Howard, you've Organizations: Schwab Center, Financial Research, Morningstar U.S, Municipal, Shelton Capital Management, York Life Investments, Franklin, AAA, Vanguard, Bond, Morningstar Locations: New York , New Jersey, California

☆ The ETF flowdown: 2023 is back on pace to be a solid year
▼ + stars: | 2023-12-15 | by ( Kirsten Chang | ) www.cnbc.com time to read: +4 min

watch nowDespite a sluggish start to the year, a record number of product launches and a red-hot November have put 2023 back on pace to be a solid year for ETFs. Roughly $1 trillion has gone into money market funds this year, but some are questioning whether the solid year-end stock rally will attract some of those flows back into equities. "You saw that enormous cash pileup going into money markets, and ETF flows were muted. "We talked about the money market funds," he said. He pointed to strong inflows into high-yield ETFs such as the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) and SPDR Bloomberg High Yield Bond ETF (JNK) and SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) — along with dividend ETFs such as the Pacer U.S. Cash Cows 100 ETF (COWZ).

Persons: Ben Slavin, BNY Mellon, CNBC's, Andrew McOrmond, McOrmond, it'll, SPDR, Slavin Organizations: BNY, WallachBeth, SPDR Bloomberg, Pacer, Cash, Tech, RSP Locations: outflows

☆ Bond yields will come down from their fever pitch in 2024. How to prepare your portfolio
▼ + stars: | 2023-12-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Expect to work a little harder for those fixed income returns in the new year. As a result, it may be time to start unwinding those big cash positions and adopt a longer-term mentality for fixed income investments. A runup in bond yields is accompanied by a decline in prices, and the two move inversely to one another. The sector "remains well positioned to maintain its high credit quality, driven by solid state credit quality and strong state financial support, despite soft enrollment trends," analyst Kathleen McNamara wrote last week. Consider dollar cost averaging into those longer-dated positions, incrementally building up exposure to intermediate duration bonds.

Persons: Jerome Powell, it's, Kathy Jones, Shannon Saccocia, Jones, Nicholos Venditti, Kathleen McNamara, Schwab's Jones, Barry McAlinden, Michael Bloom Organizations: Schwab Center, Financial Research, Bond, SEC, Muni Bond ETF, Allspring Global Investments, UBS

☆ Zero-day commodity options have now entered the ETF space
▼ + stars: | 2023-12-01 | by ( Natalie Zhang | ) www.cnbc.com time to read: +1 min

Investors can now trade commodities and a Treasury with a popular short-term options strategy. The Nasdaq recently launched five zero-day options-based exchange-traded funds: United States Oil Fund (USO) , United States Natural Gas Fund (UNG) , SPDR Gold Shares (GLD) , iShares Silver Trust (SLV) and iShares 20+ year Treasury Bond ETF (TLT) . It has taken the options market by storm. The surge in activity surrounding zero-day options has some analysts worried about a negative impact on the market. "I don't think the tools themselves are inherently breaking the market," Nadig said.

Persons: Dave Nadig, CNBC's, Nadig, it's Organizations: Treasury, Nasdaq, United States Oil Fund, United States Natural Gas Fund, Bond ETF Locations: United

Coinbase has the added benefit of having survived the so-called crypto winter, while so many of its rivals disappeared or downsized. Combination showing Former FTX CEO, Sam Bankman-Fried (L) and Zhao Changpeng (R), founder and chief executive officer of Binance. With assets of more than $65 billion on the platform, Binance remains the world's largest crypto exchange globally. watch nowBoth Coinbase and Binance still face legal battles with the Securities and Exchange Commission, which was noticeably absent from the Binance settlement. Regulatory approval would open up many more avenues for people to buy bitcoin.

Persons: Brian Armstrong, Carlos Jasso, Coinbase, Sam Bankman, FTX, Changpeng Zhao, Zhao Changpeng, Binance, Zhao, CoinGecko, Mizuho, it's, CNBC's Joumanna, Armstrong, Bittrex, JPMorgan Chase, Franklin Templeton Organizations: U.S . Securities, Exchange Commission, Bloomberg, Getty, Tech, Reuters, Justice Department, CNBC, Mizuho, Securities and Exchange Commission, U.S, SEC, JPMorgan, WisdomTree Locations: U.S, Binance, Needham, BlackRock, WisdomTree

☆ Stick with bond funds and cash? ETF experts rethink popular portfolio strategies for 2024
▼ + stars: | 2023-11-24 | by ( Anna Gleason | ) www.cnbc.com time to read: +3 min

As of Wednesday's market close, though, the 10-year note fell to 4.408%, while the 100 largest taxable money market funds tracked by Crane Data have an average yield of 5.20%. In addition, nearly $1.2 trillion has flowed into money market funds this year through Nov. 15, compared to $264 billion into bond funds and $43 billion in U.S. equity funds, according to Goldman Sachs. In the meantime, Bartolini said clients willing to take on more risk should look to shorter-duration bond funds. The iShares 1-3 Year Treasury Bond ETF (SHY) that tracks shorter-duration notes has gained 0.22% this year as of Wednesday's close. The iShares U.S. Treasury Bond ETF (GOVT) , which has exposure to Treasurys ranging between 1 and 30 years in duration, was down 1.85% during the same period.

Persons: Dan Egan, CNBC's, Goldman Sachs, Matt Bartolini, Bartolini, Egan, it's Organizations: Federal Reserve, Behavioral Finance, Treasury, Crane Data, SPDR, SPDR Americas Research, Street Global Advisors, Treasury Bond ETF Locations: SPDR Americas, U.S

☆ These unique assets are now a popular way to lock in yield. What to know about defined maturity ETFs
▼ + stars: | 2023-11-24 | by ( Michelle Fox | ) www.cnbc.com time to read: +8 min

After being on the market for more than a decade, defined maturity bond funds are finally attracting attention. Traditional open end, bond mutual funds or bond ETFs, on the other hand, have no maturity date. One big advantage over owning individual bonds, however, is that defined maturity ETFs are easy to purchase on the stock exchange. How they work Each defined maturity bond fund holds securities in the same sector that come due in the calendar year chosen for the fund. Callable bonds are simply those that can be redeemed or paid off by the issuer prior to the bonds' maturity date, according to the Securities and Exchange Commission.

Persons: Charles Rotblut, Bonds, Sarajat Samant, Karen Veraa, BlackRock's, —, Veraa, IBonds, Invesco, Treasury iBond, Jason Bloom, Invesco's Bloom, haven't, I'm, BlackRock's Veraa, Morningstar's, Samant, AAII's Organizations: Investors, American Association of, Treasury, BlackRock, Securities and Exchange Commission, Invesco Locations: BlackRock's iShares, U.S

☆ Turn to this high-quality income play for the new year, Wells Fargo Investment Institute says
▼ + stars: | 2023-11-23 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

Investors who hope to generate portfolio income while recession fears ramp higher can seek some safety in municipal bonds. Wells Fargo Investment Institute recently issued its fixed income guidance for 2024, forecasting "higher for longer" rates across the yield curve as the Federal Reserve remains vigilant to bring down inflation. Municipal bonds offer a combination of characteristics that appeal to investors: General obligation bonds are backed by the revenue of the municipality issuing them. "Going into a slowdown, you anticipate rates to fall," said Brian Rehling, head of global fixed income strategy at Wells Fargo Investment Institute. The top marginal income tax rate is 13.3% in California and well over 10% in New York and New Jersey.

Persons: Brian Rehling, Jennifer Johnston, Franklin Templeton, Johnston Organizations: Wells, Wells Fargo Investment Institute, Federal Reserve, Fargo Investment Institute, AAA, Muni Bond ETF, Vanguard, Bond, Fed, New York Life Investments, Investors, York State, Metropolitan Transportation Authority Locations: Wells Fargo, Fargo, New, California, New York, New Jersey, York

☆ Millennials have a gusto for bond ETFs — and that may be bad in the long run
▼ + stars: | 2023-11-22 | by ( Greg Iacurci | ) www.cnbc.com time to read: +1 min

Eva-katalin | E+ | Getty ImagesMillennials are holding and buying bond exchange-traded funds with more gusto than older investors — and that's likely not an ideal strategy, experts said. That's a higher allocation than Generation X and baby boomers, who had respective allocations of 37% and 31%. Millennials investing for the long term can afford to — and generally should — take more risk than older investors by allocating relatively heavily to stocks. That's because stocks typically outperform bonds over decades, said Jenkin, a member of CNBC's Advisor Council. "Millennials in their 30s probably shouldn't have 45% of their allocation in bonds," Jenkin said.

Persons: Eva, katalin, Charles Schwab, X, Schwab, — doesn't, Ted Jenkin, Jenkin Organizations: Millennial Locations: Atlanta

☆ Investors can get a 5.6% yield with this 'first-rate' ultrashort bond ETF
▼ + stars: | 2023-11-22 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

As investors hunt for yield, many are turning to actively managed exchange-traded funds focused on bonds, like Pimco's Enhanced Short Maturity Active ETF . The fund, which has a 5.6% 30-day SEC yield, is a "a first-rate ultrashort ETF," Morningstar senior analyst Paul Olmsted wrote in August. Trading under the ticker symbol MINT, the ETF holds fixed income securities with durations of no more than one year. In fact, investors flooded into the fund in October, making it the actively managed bond ETF with the highest inflows last month, according to FactSet. Investors can capture that higher yield on the short end of the yield curve, Schneider said.

Persons: Paul Olmsted, Morningstar, Jerome Schneider, Pimco's, Schneider, FactSet, Matthew Bartolini, It's, Treasurys —, who's Organizations: SEC, Morningstar, MINT, Street Global Advisors, Research, Federal Reserve, Treasury, Federal, Bear Stearns Locations: Pimco

☆ These bond funds are among the top performers in 2023 – Here’s what investors should do next
▼ + stars: | 2023-11-21 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Risk-taking investors also fared well in high-yield bonds, as the fund category generated a 2023 total return of 6.98% through Friday. Big performers in that category include the Pacific Income Advisors High Yield (MACS) Fund (PIAMX) for investors with managed accounts. The BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) was also among the strongest performers in the fund category. See below for a list of top performing high yield bond funds, according to Morningstar Direct. "I think these historically high yields have offered attractive entry points for high quality," said Murphy.

Persons: It's, Morningstar, it's, Thomas Murphy, Rowe, Murphy Organizations: Treasury, U.S, Morningstar, Morningstar . Bank, SEC, Pacific Income, PIAMX, Morningstar Direct Locations: U.S

☆ Next level up for ETFs are actively managed funds, say money managers
▼ + stars: | 2023-11-19 | by ( Natalie Zhang | ) www.cnbc.com time to read: +2 min

Actively managed exchange-traded funds are having their time in the limelight as ETF managers seek new strategies beyond passive funds. "But with active management, you can differentiate assuming the active manager is actually doing something meaningfully different than the underlying benchmark," he added. While active ETFs have been around since 2008, the popularity took off in 2019 after the SEC eased launch restrictions. So far this year, the number of active ETFs that have launched have already overtaken passive ETFs by a ratio of three to one, according to Morningstar. While it's the firm's first active ETF, GMO has run a traditional actively managed mutual fund called the GMO Quality Fund (GQETX) since 2004.

Persons: Nate Geraci, Morningstar, Franklin, It's, Tom Hancock, we've Organizations: Edge, SEC, Asset Bond, Quality

Cooler-than-expected inflation data could push stocks higher, especially those that benefit the most from a decline in the cost of money. MGM stock has added more than 21% from the start of the year, while Caesars has climbed about 11%. Elsewhere, Solar Battery company SunRun also made the cut, and average analysts polled by FactSet/Refinitiv implies nearly 89% upside moving forward. Shares have pulled back more than 52% from the start of the year as higher interest rates pressure the overall solar sector . RUN YTD mountain SunRun stock.

Persons: Russell, SunRun Organizations: Labor Department, CPI, Dow Jones, Federal Reserve, CNBC, Treasury, MGM International, Caesars Entertainment, MGM, Caesars, Las, Solar Battery, FactSet, BMO Capital Markets, Dish Network, AES Corporation Locations: Las Vegas

☆ Cut your tax bill and revamp income-generating investments with this move
▼ + stars: | 2023-11-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Tax loss harvesting is a staple of year-end planning. Bonds are ripe for tax loss harvesting in the wake of the Federal Reserve's rate-hiking cycle. Consider that the longer-dated iShares 20+ Year Treasury Bond ETF (TLT) has a year-to-date total return of about -7.3%, while the shorter-term iShares Core US Aggregate Bond ETF (AGG) has a total return of roughly 0.7% in 2023, according to Morningstar. "Tax loss harvesting is a silver lining for some of the pain they've been feeling the last couple of years." Bonds and the wash sale rule To benefit from tax loss harvesting, investors must avoid violating the wash sale rule .

Persons: Bonds, Morningstar, Kristy Akullian, Jeffrey Levine, St . Louis, Levine, Jordan Naffa, Naffa, VGSH, Lisa, Kirchenbauer Organizations: Treasury Bond ETF, Bond, BlackRock, Internal, Strategic Wealth, Arista Wealth Management, Treasury, SEC, VGIT, Omega Wealth Management Locations: St ., Las Vegas, Arlington , Va

☆ Heard on the Street: This Isn’t Your Dad’s Bond Rally
▼ + stars: | 2023-11-15 | by ( ) www.wsj.com time to read: 1 min

Heard on the Street: This Isn’t Your Dad’s Bond RallyTuesday’s soft inflation data capped off an epic rally in U.S. bond prices. Investors who piled into a popular long-term bond fund—the iShares 20+ Year Treasury Bond ETF—when benchmark yields were flirting with 5% last month, had earned 8.8% by yesterday afternoon. But a walk down Memory Lane is a good reminder that cause and effect didn’t always work this way.

Persons: Heard, didn’t Organizations: Treasury, ETF

☆ Some of the trillions parked in cash may trickle back in to stocks now that the market's rallying
▼ + stars: | 2023-11-15 | by ( Bob Pisani | ) www.cnbc.com time to read: +5 min

2023: The year of chasing yield Investors historically chase after stock performance, but 2023 has been the year of chasing after yield performance. This year, the combined assets under management at money market funds grew to a record $6 trillion. There have been large inflows into short-term Treasury funds like the Vanguard Short-Term Treasury ETF (VGSH) and, surprisingly, even into long-term Treasury ETFs like the iShares 20+Year Treasury Bond ETF (TLT). Still, some think a large chunk of the money in short-term Treasuries and money markets is "scared money" and will be "sticky." Those institutional investors "Don't want any money in cash because it will lag behind the stock market," he told me.

Persons: Paul McCulley, they're, Mark Lehman, Eric Balchunas, Jeff Seyffart, Alec Young, Steve Sosnick, Jim Besaw, Besaw, Mike O'Rourke, JonesTrading, Matt Maley, Miller Tabak, Chris Murphy Organizations: Federal, CNBC, Citizens JMP Securities, Treasury, Treasury Bond ETF, Bloomberg, Schwab Money Fund, MapSignals, Interactive Brokers, Gentrust, UBS Locations: Susquehanna

Featured Investing App Robinhood Investing Start investing On Robinhood's website Icon of check mark inside a promo stamp It indicates a confirmed selection. Account Minimum $0 ($1 for fractional shares; $2,000 for margin trading Fees 0% ($5/month for Robinhood Gold) Pros Check mark icon A check mark. Goal-based planning, tax-loss harvesting, charitable giving, and socially responsible investing availableCheck mark icon A check mark. Streetbeat offers a list of stock picks based on investment data it has analyzedCheck mark icon A check mark. 0.25% for automated investing (0.06% to 0.13% for fund fees) Pros Check mark icon A check mark.

Persons: It's, Apex Crypto, It’s, Tessa Campbell, Read Organizations: Forbes, Robinhood, CFP, Invest, Trade, Ideas, Finance, New, Apex, M1 Finance

☆ Bank of America breaks down how to find the perfect ETFs for your portfolio in just 3 steps — and shares 15 top-rated funds with the best risk-adjusted returns
▼ + stars: | 2023-11-07 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Exchange-traded funds (ETFs) are easy to love, but successfully navigating the space can be challenging — even for experienced investors. Like mutual funds, ETFs allow investors to own many stocks at once. For example, investors' returns can be meaningfully altered by relative moves of the US dollar. Within that group, just 15 ETFs had a Sortino ratio of over 1. The Sortino ratio evaluates a fund or ETF's returns on a risk-adjusted basis relative to its downside volatility, and any mark over 1 is seen as solid.

Persons: Jared Woodard, Woodard Organizations: Bank of America, BofA's Research Investment Locations: There's, foolproof, one's, Japan, India, Mexico

☆ These bond funds withstood the 2008 and 2020 recessions. What investors can learn from them
▼ + stars: | 2023-11-07 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Investors curious as to whether their bond funds could withstand an economic downturn would do well to look back to the last two recessions. The PGIM Core Bond Fund (TAIBX) and the Calvert Core Bond Fund (CLDAX ) earned returns of more than 8% from December 2007 to the end of June 2009, according to data from Morningstar Direct. Standouts include the Carillon Reams Core Bond Fund (SCCIX) , which incurred a 7.55% return from February through April 2020, per Morningstar. The Johnson Institutional Core Bond fund (JIBFX) and American Funds' Bond Fund of America (ABNDX) round out the top three, with total returns in that period of more than 4%. A combo of attributes Core bond funds have a combination of features that prepare them for downturns.

Persons: Liz Young, Lehman, Calvert, Paul Olmsted, Olmsted Organizations: Nasdaq, Federal, Lehman Brothers, Bond Fund, Morningstar Direct, Funds, Bond Fund of America, Morningstar, Treasury Bond ETF

☆ Investors poured more than $5 billion into active bond ETFs in October. Here are the top names
▼ + stars: | 2023-11-06 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

Investors are piling into active fixed income funds at record levels, according to State Street Global Advisors. That brings inflows to $24.8 billion so far this year for active fixed income funds. In fact, 43% of the month's inflows went into ultra-short bond funds, according to State Street. With that in mind, CNBC Pro screened for active bond exchange-traded funds with the largest inflows in October. Here are the active bond funds with the largest inflows year to date.

Persons: Matthew Bartolini, Bartolini, —, Jesse Pound, Michael Bloom Organizations: Street Global Advisors, Americas Research, State, Federal Reserve, Treasury, CNBC Pro Locations: Americas

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