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Yahoo
24-06-2025
- Business
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3 Diversified Bond Funds to Strengthen Portfolio Stability
Investing in diversified bond funds is preferred to individual bond investing, as building a portfolio of the second type may prove relatively more expensive. A higher level of liquidity also makes diversified bond funds more attractive. Moreover, mutual funds having significant exposure to diversified bonds are excellent choices for investors seeking steady returns with a relatively low level of risk. Investing in funds that maintain a portfolio of bonds issued across a wide range of market sectors also reduces sector-specific risk. Below, we share with you three top-ranked diversified bond mutual funds, namely DWS Short Duration DBPIX, BBH Limited Duration BBBMX and Osterweis Strategic Income OSTIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds. DWS Short Duration invests in fixed income securities rated within the top four credit rating categories by a nationally recognized statistical rating organization. It may invest in securities of diverse maturities. The fund has returned 4.5% over the past three years. Bryan Dziuban has been one of the fund managers of DBPIX since 2024. BBH Limited Duration aims for maximum total return. BBBMX invests in a well-diversified portfolio of durable, performing fixed-income instruments, primarily focused on asset-backed securities, notes and bonds. The fund has returned 5.7% over the past three years. As of January 2025, BBBMX had 55.3% of its assets invested in Total Misc Bonds. Osterweis Strategic Income invests primarily in income-bearing securities. OSTIX seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets. The fund has returned 6.9% over the past three years. OSTIX has an expense ratio of 0.81%. To view the Zacks Rank and the past performance of all diversified bond mutual funds, investors can click here to see the complete list of diversified bond mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (DBPIX): Fund Analysis Report Get Your Free (OSTIX): Fund Analysis Report Get Your Free (BBBMX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
23-06-2025
- Business
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Grab These 3 High-Yield Bond Picks for Strong Gains Ahead
High-yield bonds are debt securities issued by corporations that can provide a higher yield than investment-grade bonds but are riskier investments. These corporate bonds represent debt issued by a firm with the promise to pay interest and return the principal on maturity. Junk bonds are issued by companies with poorer credit quality. They carry lower credit ratings from the leading credit agencies, usually Ba1 or lower by Moody's, or BB+ or lower by Standard & Poor's or Fitch. These bonds have significant holdings in smaller companies, which are considered to have a weaker financial condition but benefit as the economy moves north. Though high-yield bonds are more exposed to credit risk, they have less exposure to interest rate risk, making them a differentiated source of return. Below, we share with you three top-ranked high-yield bond mutual funds — Manning & Napier High Yield Bond MNHYX, Fidelity Series Floating Rate High Income FFHCX and American Funds American High-Income AHIFX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds. Manning & Napier High Yield Bond invests the majority of its net assets in investment-grade bonds, derivative instruments and exchange-traded funds. MNHYX also invests a portion of its net assets in bank loans, which are, generally, non-investment grade floating rate investments. The fund has returned 6.7% over the past three years. As of March 2025, MNHYX had 30.1% of its assets invested in Total Misc Bonds. Fidelity Series Floating Rate High Income invests mainly in floating rate loans, which are often lower-quality debt securities and other floating rate securities. FFHCX invests part of its assets in the money market, investment-grade debt securities and repurchase agreements. The fund has returned 8.8% over the past three years. Chandler Perine has been one of the fund managers of FFHCX since September 2022. American Funds American High-Income invests primarily in higher-yielding and lower-quality debt securities. AHIFX also invests part of its assets in securities of issuers domiciled outside the United States. The fund has returned 6.9% over the past three years. AHIFX has an expense ratio of 0.43%. To view the Zacks Rank and the past performance of all high-yield bond funds, investors can click here to see the complete list of high-yield bond funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (MNHYX): Fund Analysis Report Get Your Free (AHIFX): Fund Analysis Report Get Your Free (FFHCX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
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3 Top-Ranked MFS Mutual Funds for Fantastic Returns
Renowned global asset manager MFS provides an array of financial products and services to fulfill the needs of its investors, as well as 10,000 investment professionals. Based on assets raised in the country or region, the company managed assets worth more than $622.9 billion as of Feb. 28, 2025. It has more than 2,000 employees dedicated to addressing its clients' needs. MFS manages more than 80 portfolios investing in domestic and global stocks as well as in fixed-income securities. It has investment offices in Boston, Hong Kong, Sao Paulo, Singapore, Toronto, London, Mexico City, Sydney and Tokyo. The company was founded in 1924 and is headquartered in Boston, MA. Below, we share with you three top-ranked MFS mutual funds. MFS International Large Cap Value MKVHX, Mfs Blended Research Mid Cap Equity Fund (BMSDX) and MFS International Intrinsic Value MINJX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of MFS mutual funds. MFS International Large Cap Value fund invests most of its net assets primarily in equity securities of foreign large market-capitalization companies. MKVHX advisors generally may invest across different industries, sectors, countries and regions. MFS International Large Cap Value fund has three-year annualized returns of 12.1%. As of the end of November 2024, MKVHX had invested 4% of its net assets in Natwest Group. MFS Blended Research Mid Cap Equity Fund invests most of its net assets in equity securities of domestic and foreign companies with medium-market capitalization. BMSDX advisors generally invest in common stocks, depositary receipts,real estate investment trusts and other securities that represent an ownership interest. MFS Blended Research Mid Cap Equity Fund has three-year annualized returns of 11%. BMSDX has an expense ratio of 1.59%. MFS International Intrinsic Value fund invests most of its net assets in common stocks and other securities that represent an ownership interestin foreign (including emerging markets) companies. MINJX advisors invest in issues of companies that they believe are undervalued compared to their intrinsic value. MFS International Intrinsic Value fund has three-year annualized returns of 10.3%. Benjamin Stone has been the fund manager of MINJX since June 2012. To view the Zacks Rank and the past performance of all MFS mutual funds, investors can click here to see the complete list of MFS mutual funds. Want key mutual fund info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (MINJX): Fund Analysis Report Get Your Free (MKVHX): Fund Analysis Report Get Your Free (BMSDX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
06-06-2025
- Business
- Yahoo
Secure Steady Income With These 3 Top Municipal Bond Funds
The debt securities category will always be the first choice for risk-averse investors because this class of instruments provides a regular income at low levels of risk. Income from regular dividends helps to ease the pain caused by plunging stock prices. When considering the safety of capital invested, municipal bond mutual funds are second only to those investing in government securities. In addition, interest income earned from these securities is exempt from federal taxes and, in many cases, from state taxes. Below, we share with you three top-ranked municipal bond funds, viz., Vanguard Ltd-Term Tax Exempted VMLTX, American Funds Tax-Aware Conservative Growth and Income Portfolio TAIAX and American High-Income Municipal Bond AMHIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of municipal bond funds. Vanguard Ltd-Term Tax Exempted invests most of its net assets in municipal bonds with top three credit-rating categories by nationally recognized rating agencies, or determined to be of comparable quality by the fund's advisors. It also invests a small portion of its net assets in securities with lower credit ratings. VMLTX advisors try to maintain a dollar-weighted average maturity of 2 to 6 years on individual securities. Vanguard Ltd-Term Tax Exempted has three-year annualized returns of 2.9%. As of January 2025, VMLTX had 84.6% of its assets invested in Total Misc. Bonds. American Funds Tax-Aware Conservative Growth and Income Portfolio invests in a variety of U.S. funds in different combinations and weightings. The funds that it invests in generate income from their investments and may include growth-and-income, equity-income, balanced and fixed-income funds. American Funds Tax-Aware Conservative Growth and Income Portfolio has three-year annualized returns of 6.8%.Andrew B. Suzman has been one of the fund managers of TAIAX since May 2012. American High-Income Municipal Bond invests in securities that are exempt from regular federal income tax and may subject investors to alternative minimum tax. American High-Income Municipal Bond has three-year annualized returns of 3.3%. AMHIX has an expense ratio of 0.67%. To view the Zacks Rank and the past performance of all municipal bondfunds, investors can click here to see the complete list of municipal bond funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (AMHIX): Fund Analysis Report Get Your Free (TAIAX): Fund Analysis Report Get Your Free (VMLTX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
05-06-2025
- Business
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Buy These 3 Invesco Mutual Funds for Fantastic Returns
Founded in 1978, Invesco Ltd. had $1.84 trillion in preliminary assets under management as of April 30, 2025. With nearly 750 investment professionals and more than 8,400 employees, the company offers a wide range of financial services through its offices in 26 countries. This renowned global investment management company offers financial solutions through a diverse set of investment vehicles across major equity, fixed-income and alternative asset classes. Mutual funds managed by the company include both equity and fixed-income funds, and domestic and international funds. Below, we share with you three top-ranked Invesco mutual funds, viz., Invesco Growth and Income ACGMX, Invesco Small Cap Value VSCAX and Invesco Small Cap Value VSMIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Invesco mutual funds. Invesco Growth and Income invests primarily in income-producing equity securities, including common stocks and convertible securities, mainly in large-cap companies. ACGMX may invest a small portion of its net assets in foreign securities, which may include depositary receipts. Invesco Growth and Income has three-year annualized returns of 7.7%. As of February 2025, ACGMX held 72 issues, with 4.3% of its assets invested in Wells Fargo. Invesco Small Cap Value invests most of its assets in common stocks of small-cap companies, which, according to the fund's advisors, are undervalued. VSCAX advisors also invest in derivatives, or other instruments with the same economic characteristics. Invesco Small Cap Value has three-year annualized returns of 12.4%. Jonathan Mueller has been one of the fund managers of VSCAX since June 2010. Invesco Small Cap Value seeks long-term capital appreciation by investing the majority of its net assets in securities of small-cap companies. VSMIX invests primarily in common stocks of companies that it believes are undervalued. Invesco Small Cap Value has three-year annualized returns of 12.7%. VSMIX has an expense ratio of 0.81% compared with the category average of 0.99%. To view the Zacks Rank and the past performance of all Invesco mutual funds, investors can click here to see the complete list of Invesco mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VSCAX): Fund Analysis Report Get Your Free (VSMIX): Fund Analysis Report Get Your Free (ACGMX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
