When to sell bond funds

    • [DOC File]Medium-Term Notes—Bonds Designed for Individual Investors

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      Bond funds charge annual management fees and other expenses. And unlike individual bonds, bond funds never mature. So investors are never sure that they will get their principal back when they sell (and may lose money if interest rates go up). Risks.

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    • [DOC File]When to Sell a Fund

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      a. You may need to sell some of your aggressive funds. b. You may need to sell some of your conservative funds. c. You shouldn't do a thing. 5. Is it okay to sell a fund that you've lost money on? a. No. You need to at least break even. b. No. You must add more to the position. c. Yes, as long as you vow to never buy that type of fund again.

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    • Chapter 3

      a. Value funds seek stocks that are cheap by fundamental standards while growth funds seek stocks with high current earnings. b. Growth funds typically outperform value funds. c. Value funds and growth funds tend to perform well at different times. d. All of the above are true. (c, difficult) 18. In general, index funds: are higher risk than ...

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    • [DOC File]The Process of Issuing Bonds

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      The bond issuer itself does not sell the bonds. Investment bankers often begin assisting the corporation or government agency well before the bonds are actually issued. The organization's relationship with the investment banker may continue after the bonds have been issued, and the investment banker may sit on the corporation's board of directors.

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    • [DOC File]Chapter 10: Reporting and Interpreting Bonds

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      A bond can also be issue at over 100 or issued at a premium. For example issuing at bond at 101 would mean issuing a bond for 101% of the bond principal. If the bond principal is $100,000 and the bond is issued at 98 the issue price is as follows: 100,000 * 98% = $98,000. If the bond principal is $100,000 and the bond is issued at 100 the issue ...

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    • [DOC File]Buying Bonds - bivio

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      Open-end funds let you buy into or sell out of the fund whenever you wish. Bonds are actively added and sold from the fund by the fund manager. There is no maturity date to a bond fund. Most funds charge a modest manager's fee and some charge for buying or selling fund shares.

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