Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

How To Protect Your Portfolio From Rising Rates: (LSBRX) - (OAKBX)

FYI: Regards,t’s been a tough year for income investors. Rising interest rates have pressured various types of bonds and higher-yielding stock sectors, such as utilities. In response, fund managers are favoring shorter-dated securities—and higher-quality ones too.

The Bloomberg Barclays 10-year U.S. Treasury Bellwethers index has returned -3.73% year to date through Sept. 30, and the 30-year index was off by 6.55%, according to JPMorgan Asset Management.
Ted
https://www.barrons.com/articles/how-to-protect-your-portfolio-from-rising-rates-1538593064?mod=hp_DAY_9

M* Snapshot LSBRX:
https://www.morningstar.com/funds/xnas/lsbrx/quote.html

M * Snapshot OAKBX:
https://www.morningstar.com/funds/xnas/oakbx/quote.html
Sign In or Register to comment.