Bond Positions Weight

Asset symbol is not found or was delisted

We are unable to locate this entity at this time. If you believe the symbol you are trying to look up is valid, please let us know, and we will check it out. Check all delisted instruments across multiple markets.

Indicator Description

Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Bond Percentage

 = 

% of Bonds

in the fund

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Bond Positions Weight In A Nutshell

First, let us go over the types of bonds that are out there in the general sense. There are corporate bonds, which are issued from corporations such as Apple and GE, allowing investors to have returns and the company is able to raise money. Also, there are government bonds, which vary in length and yield and are regarded as the safest investment since the odds of the government defaulting are extremely low at this point.

When looking at funds and potential investments, it is important to understand what the underlying holdings are or what positions make up the product you are investing in. Taking a look at weightings, more specifically bond weightings, there are multiple factors to keep in mind.

Closer Look at Bond Positions Weight

When looking at mutual funds and ETF’s, you want to know what makes them up. Typically, the less risky funds will have different selections of bonds, which typically less risky. However, you have to watch the ratings to ensure there is a decent probability of being paid back later when the bonds come due. There are two sets of rating agencies, but they essentially look at the same factors. If you invest into a lower yield fund, you would expect the bonds to be safe and less risky. On the other side, if you are investing in a higher yield bond fund, there may be more corporate bonds and the ratings may vary, limiting risk but giving you a greater return.

Bonds are not only used in bonds funds, but also can be utilized as anchors in equity portfolios, providing a cushion of sorts to lower risk levels. There are hundreds upon thousands of bonds out there and it is important to know what they are. The last set of bonds to watch for are municipal bonds, which are issued by towns and cities to finance various items. These are potentially more risks as a community could fail or delay paying the purchasers back. Again, these are rated and typically are not traded on the market where retail investors can view them. In order to see how they work, ask your broker or investing professional and they can show you how they are traded between cities and banks.

Bonds are a crucial part to mutual funds and ETF’s and should be monitored because they can pose risks if they are not watched closely. Not all bonds are safe and should be researched accordingly. If you stumble across funds that have municipal bonds, reach out to the company that manages the fund as request more details. Bonds are an excellent way to balance a fund, but it is important to ensure it complementing the ultimate goal.

Other Suggestions

I Intelsat SACompany
ID PARTS IDCompany
IMPPP Imperial Petroleum PreferredCompany
IAE Voya Asia PacificFund
IG Principal Exchange Traded FundsETF
IRX 13-week Treasury BillIndex
ID SPACECryptocurrency

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.
Macroaxis Index Idea
Macroaxis Index
Invested over 500 shares
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Other Complementary Tools

Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Stocks Directory
Find actively traded stocks across global markets
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Share Portfolio
Track or share privately all of your investments from the convenience of any device