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Top related persons:
Baird - 2 Morningstar - 2 Kamala Harris - 1 Donald Trump - 1 Andrew Szczurowski - 1 Eaton - 1 Anders Persson - 1 Persson - 1
Top related locs:
Washington Nuveen
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Treasury - 2 SEC - 2 Vanguard - 2 Bond - 2 MBS - 2 Bond Fund - 2 Morningstar - 2 NBC News - 1

Search resuls for: "Intermediate Bond Fund"


3 mentions found


☆ Election Day and the Fed’s rate decision approach – Where investors are finding fixed income opportunities now
  + stars: | 2024-11-04 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
Uncertainty is the key theme for markets on the eve of Election Day, but fixed income investors say there are a few opportunities to snap up solid yield even as the market holds its breath. "We are constructive on fixed income as a whole, despite these uncertainties, and we're stressing to investors that yields are really quite attractive – and the income generation we can get from fixed income right now is quite powerful," Persson added. On the municipal bond side, offerings include the iShares National Muni Bond ETF (MUB) , which has a 30-day SEC yield of 3.35%. Vanguard also has its Tax-Exempt Bond ETF (VTEB) , with a 30-day SEC yield of 3.4%. The iShares MBS ETF (MBB) has a 30-day SEC yield of 4.01% and a net expense ratio of 0.04%.
Persons: Kamala Harris, Donald Trump, Andrew Szczurowski, Eaton, Anders Persson, Persson, Fannie Mae, Freddie Mac, Baird Organizations: NBC News, Income, Morgan Stanley Investment Management, Federal, Treasury, Muni Bond ETF, SEC, Vanguard, Bond, SPDR, MBS, Fidelity Intermediate Bond Fund, Bond Fund Locations: Washington, Nuveen
☆ This top investor delivers outperformance with her five-star Morningstar rated bond funds. Here’s how
  + stars: | 2024-04-16 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
That success can be seen in funds like the Morningstar five-star, gold-rated Baird Aggregate Bond Fund . BAGSX 1Y mountain Baird Aggregate Bond Fund, investor shares Since BAGIX's inception in 2000, it has seen a 4.74% annualized gain through March 31, 2024, according to Baird. The team runs a number of fixed income funds in addition to the Baird Aggregate Bond Fund, including the Morningstar five-star rated Baird Intermediate Bond Fund. The product was one of the top performing actively managed bond funds in 2023, according to Morningstar. With the yield curve still inverted, short-term term Treasury bills are yielding over 5%.
Persons: Baird, Mary Ellen Stanek, Stanek, hasn't, Morningstar, we've Organizations: Baird Advisors, CNBC, Bond Fund, Institutional, SEC, Investor, Bloomberg U.S, First Wisconsin Trust, Treasury, Bond, Morningstar, Pensions, Investments, AAA, MBS
☆ Active bond funds outperformed their passive peers in 2023, Morningstar says. These are top performers
  + stars: | 2024-03-20 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
Overall, actively managed mutual funds and exchange-traded funds fell short of passive funds, with 47% of active strategies surviving and beating their index-following peers, according to Morningstar. However, actively managed funds outperformed in the bond category. About 53% of active bond managers survived and beat the passive average in 2023, up from 30% in 2022, the research firm said in a recent report . Intermediate core bond funds largely invest in investment-grade debt, spanning from government issues to corporates. Core bond funds have also held up in recessions, thanks to their diversification across fixed income and duration.
Persons: Morningstar, Paul Olmsted, Olmsted, Olmstead, It's Organizations: Morningstar, Vanguard, Bond Market, Aggregate Bond, Intermediate Bond Fund
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