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  2. Duration (finance) - Wikipedia

    en.wikipedia.org/wiki/Duration_(finance)

    For a standard bond, the Macaulay duration will be between 0 and the maturity of the bond. It is equal to the maturity if and only if the bond is a zero-coupon bond. Modified duration, on the other hand, is a mathematical derivative (rate of change) of price and measures the percentage rate of change of price with respect to yield.

  3. DoubleLine Capital - Wikipedia

    en.wikipedia.org/wiki/DoubleLine_Capital

    DoubleLine Total Return Bond I (DBLTX) [19] 2010 $30,200 DoubleLine Emerging Markets Fixed Inc N (DLENX) [20] [21] 2010 $455.5 DoubleLine Low Duration Bond I (DBLSX) [22] 2011 $5,700 DoubleLine Floating Rate N (DLFRX) [23] 2013 $183 DoubleLine Flexible Income I (DFLEX) [24] 2014 $1,000 DoubleLine Long Duration Total Ret Bd I (DBLDX) [25] 2014 $63

  4. Morningstar DBRS - Wikipedia

    en.wikipedia.org/wiki/Morningstar_DBRS

    After changing its name from Dominion Bond Rating Service to DBRS in 2008, the organization opened its current office in London in 2010, an office in Frankfurt in 2018, [8] and an office in Madrid in 2019. [9] On May 29, 2019, Morningstar, Inc. announced their acquisition of DBRS in an approximately $700 million cash and stock transaction. [10]

  5. TLT vs. Shorter-Duration Bond ETFs: Which Should You ... - AOL

    www.aol.com/tlt-vs-shorter-duration-bond...

    With a nice 4.13% yield and an average bond duration of 1.9 years, the VGSH ETF stands out as a "safer" option for retirees to park cash in. It's an incredibly liquid ETF with millions of shares ...

  6. Fixed-income attribution - Wikipedia

    en.wikipedia.org/wiki/Fixed-income_attribution

    The modified duration of a bond assumes that cash flows do not change in response to movements in the term structure, which is not the case for an MBS. For instance, when rates fall, the rate of prepayments will probably rise and the duration of the MBS will also fall, which is entirely the opposite behavior to a vanilla bond.

  7. List of Canadian exchange-traded funds - Wikipedia

    en.wikipedia.org/wiki/List_of_Canadian_exchange...

    TSX: IGB - Purpose Managed Duration Investment Grade Bond Fund; ... First Asset Morningstar Emerging Markets Composite Bond Index Fixed Income 2012-10-01 6

  8. Bond credit rating - Wikipedia

    en.wikipedia.org/wiki/Bond_credit_rating

    The credit rating is a financial indicator to potential investors of debt securities such as bonds.These are assigned by credit rating agencies such as Moody's, Standard & Poor's, and Fitch, which publish code designations (such as AAA, B, CC) to express their assessment of the risk quality of a bond.

  9. 8 ways investors can play a possible Trump-driven inflation ...

    www.aol.com/news/8-ways-investors-play-possible...

    Morningstar projects an average inflation rate of 1.9% over 2025-28, adding 0.2% for the impact of additional tariffs, noting that full implementation of tariffs would result in another increase ...