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Search resuls for: "Ford O'Neil"


5 mentions found


☆ Top bond fund manager Ford O'Neil of Fidelity reveals his 'secret sauce' to generate outperformance
  + stars: | 2024-05-14 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
He previously took home the title of Morningstar fixed-income manager of the year in 2016. Generating long-term outperformance The largest among the many funds O'Neil co-manages is the Fidelity Total Bond Fund (FTBFX), which has $35.8 billion in assets and a 5.32% 30-day SEC yield. From December 2004 through the end of March 2024, Fidelity Total Bond Fund's 3.7% annualized gain topped the typical intermediate core-plus bond Morningstar Category fund's 3.3% and the 3.1% of its benchmark, the Bloomberg U.S. The 'secret sauce' The fixed-income team also benefits from teaming up with equity analysts when they talk to corporate executives, public agencies and government issuers. "If you're a buyer of nominal yields, you're finding the market very attractive.
Persons: Fidelity's Ford O'Neil, O'Neil, O'Neil —, Morningstar, Ford …, Dan Culloton, Morningstar's Culloton, FTBFX, it's Organizations: Fidelity, Harvard University, One, CNBC, Harvard, Bond Fund, SEC, Bloomberg U.S, Total Bond, Bond, Federal Reserve, Fed, Treasury Locations: Wharton, U.S
☆ Gold prices are at an all-time high—but experts like Warren Buffett don't always recommend investing
  + stars: | 2024-04-01 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +4 min
And even though gold prices are at an all-time high, many market watchers are still taking a shine to it. But even with a favorable outlook, gold should play a very different role in your portfolio than stocks or bonds, investing experts say. Why gold is up and could continue to riseDifferent investors cite different reasons for owning gold. In addition to a rising tide, a weakening U.S. dollar and falling bond rates have boosted gold prices of late, says Hayes. At lower rates, bonds and cash accounts "have less of a competitive advantage" over gold, he tells CNBC Make It.
Persons: it's, Tim Hayes, Ned Davis, Warren Buffett, It's, Ford O'Neill, we've, Hayes, Buffett Organizations: Ned, Ned Davis Research, Billionaire, Berkshire Hathaway, Fidelity, CNBC, Federal Reserve, ExxonMobil Locations: Berkshire, U.S
☆ Investors can grab yield exceeding 5% with this bond fund Morningstar calls 'one of the best'
  + stars: | 2023-10-03 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
The actively managed fund, which trades under the ticker FBND, has a 30-day SEC yield of 5.41%, according to Morningstar. FBND's total return year to date is -0.83%, as of Monday, according to Morningstar , which gives the fund four-stars. It has a trailing 5-year total return of 0.87%. So on a risk-adjusted basis, it's really, really strong," he added. When rates started to go up, the team bought the long end of the Treasury yield curve.
Persons: Morningstar, It's, Mike Mulach, Celso Muñoz, we've, Muñoz, Ford O'Neil, we'll Organizations: Fidelity, Bond, SEC, Morningstar, Bloomberg, Bond Funds, Muñoz, Federal National Mortgage Association, National Mortgage Association, Bank of America, Treasury, Federal Locations: outperformance
☆ A top-1% fund manager over the past 5 years shares his strategy for finding mispriced assets to earn income with less volatility — and the 5 top places he's investing now
  + stars: | 2023-07-25 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
Fidelity's Adam Kramer has overseen one of the top multi-asset income funds of the past five years. Here are five asset classes he's targeting right now in this uncertain environment. The composition of the fund is weighted toward whichever asset classes are improperly priced by the market at a given time. An equally compelling aspect of the Fidelity Multi-Asset Income Fund is its ability to protect against losses and hedge against volatility. This year, convertible bonds have rebounded dramatically and are the best-performing class within fixed income, Kramer said.
Persons: Fidelity's Adam Kramer, Kramer, Adam Kramer, Morningstar, —, Ford O'Neil, Ramona Persaud, Kramer doesn't, what's, he's Organizations: Fidelity Investments, Fidelity, Fund, Microsoft, Apple
☆ This mutual fund designed for inflation protection is trouncing stocks and bonds this year—here's what it invests in
  + stars: | 2022-09-28 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +1 min
As the Federal Reserve has embarked on a series of interest rate hikes to cool inflation, investors have had no place to hide. If you parked your money in cash, you haven't been doing all that well either, points out Ford O'Neil, co-portfolio manager at the Fidelity Strategic Real Return Fund, a mutual fund strategy focused on shielding investors from inflation risk. "You actually have a negative real return." The fund O'Neil helps run is specially geared toward providing returns that outstrip the pace of inflation over 3- to 5-year periods. It's no coincidence, given today's high inflation, that its 2.7% 1-year return through August trounces the negative double-digit returns of stocks and bonds.
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