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Are More Bond Funds Allowing for Equity Allocations?
Both PIMCO and Loomis Sayles* have recently altered the prospectuses of their flagship bond funds to allow for a higher allocation to equity. Anyone aware of other bond funds that have also recently done this? Just wondering if there's a trend. Thanks.
Thanks. I was looking for a trend specifically in regards to core/core plus bond funds; wondering if perhaps Blackrock, Templeton, Fidelity, or others were allowing for increased allocations to stocks. If this was something brewing, the next natural question would be, what does it mean, if anything? Just a curiosity, but not a strong enough one to actually go rummaging through prospectuses (yet, at least!).
I agree that the trend with every asset class is to "go anywhere", as in anywhere in the world and in any asset space. It appears to all be an off-set of the strong macro fund performance during 2008; the cart leading the horse, if you will...
Comments
Agree.......and not unlike us; the fund houses continue to attempt to build and manage a fund(s) for all seasons, yes?
Take care,
Catch
I agree that the trend with every asset class is to "go anywhere", as in anywhere in the world and in any asset space. It appears to all be an off-set of the strong macro fund performance during 2008; the cart leading the horse, if you will...