I-Morningstar ihamba neengxowa-mali nganye kwinqanaba layo, inika iinkwenkwezi ezintlanu kwi-10% yeemali eziphezulu, iinkwenkwezi ezine ukuya kwi-22.5% elandelayo, iinkwenkwezi ezintathu ukuya kuphakathi kwe-35%, ezimbini ukuya kwi-22.5% elandelayo, kunye neenkwenkwezi enye ukuya ngasezantsi 10% .
Gcinani engqondweni, oku kusekelwe kwimisebenzi esedlulileyo kwaye ayikho inkcazo yeziphumo ezizayo.
Yingakho uphando kwiinjongo kunye nokubanjwa kwe-fund - kwaye kungabi nje ukutshala imali kwiinkwenkwezi-kubalulekile. Funda ngakumbi kwinqaku lam, " Ngaba Ufanele Uthenge Iimali ze-Star-5 ?"
Ngaloo nto uthe, ngezantsi uluhlu lweengxowa-mali ezinezintlanu kunye neenkwenkwezi ezintlanu kwicandelo ngalinye kunye nobuncinci bentengo ye-$ 500,000 nangaphantsi. Iimali ezininzi zinamaqela amaninzi " ekwabelwana ngazo " ngendlela ebonisa indlela abatyali-mali abangakhetha ngayo phakathi kwemithwalo yokugqibela nemithwalo yemali. Ngamanye amaxesha isigaba esinye sabelo sigaba sinamandla kakhulu, ngelixa ngamanye amaxesha amabini amakilasi okanye a mathathu aya kubaluleka. Kwimeko yokugqibela, zonke iiklasi zezabelo ziboniswa kumgca omnye, kunye nekhayibhile emele isahlulo sokuqala sigaba esibhalwe phantsi.
Iitikiti zindlela efanelekileyo yokuqhuba uphando olongezelelweyo ngemali; kungena kwi-ticker kwiGoogle okanye kwi-Yahoo! Imali iza kuzisa ubutyebi beenkcukacha. Icandelo lokubhaliweyo kwilayibrari yakho yasekhaya liza kuba neencwadi ezipheleleyo ze-Morningstar, eziza kukuvumela ukuba ukhangele iingxelo kwiimali oziphandayo.
Akunjalo ukuba ezinye zezi mali zineentlawulo zokuthengisa ezisekupheleni ("imithwalo") kwaye kufuneka zithengiwe kumthengisi.
Uludwe olungezantsi lufana noJuni 30, 2014.
Inkxaso yeBhanki
- I-Eaton Vance-Value Benevantage EAFAX (5)
- I-Eaton Vance Inkokhelo yeFund Fund EIBLX (4)
- I-DWS yeFund Rate Rate - I-Class S DFRPX (4)
- Ukunyaniseka kweNkcazo yokuThuthukiswa kweNqanaba eliPhakamileyo I-FFRIX (4)
- I-Hartford Floating Rate Y HFLYX (4)
- I-Invesco I-Floating Rate R AFRRX (4)
Funda kabanzi : Ziziphi iimali mboleko eziphezulu?
Bond Corporate
- I-Delaware Ubude obongezelelweyo Bond A, R DEEAX (5)
- I-Delaware Corporate Bond A, R DGCAX (4)
- I-Federated Bond F ISHIX (4)
- Invesco Van Kampen Umbutho Wenkampani YI-ACCHX (4)
- I-Lord Abbett Income A LAGVX (4)
- I-MFS Bond R1 - R4 iMFBGX (4)
- I-Vanguard Ixesha elide loTyalo-mali lweBakala Adm VWETX (4)
Funda okunye : Izinto ezisisiseko zokutyalomali kwiibhondi zenkampani
Ibhondi yeMarike ephumayo
- Umcebisi wezeNtembeko eziPhakamileyo zeMakethe I-FMKIX (5)
- I-JP Morgan Amakethi aPhakamisayo amatyala R5 I-JEMRX (4)
- I-T. Rowe Ixabiso leeMakethe eziPhakamileyo ze-Bond PREMX (4)
Funda ngakumbi : Isingeniso kwizibophelelo zorhwebo ezikhulayo
IsiBondlo esiPhakamileyo
- I-Blackrock High Yield Bond Portfolio A, i-Svc (5)
- I-Delaware Opportunity Opportunities In DHOIX (5)
- I-Eaton Vance Imali Yenzuzo I-EIHIX (5)
- Imveliso ephakamileyo ye-Prudential Z PHYZX (5)
- I-Federated High Yield Trust I-FHYTX (5)
- Ithenda yeThathu ejoliswe kwiTFCVX (5)
- I-Delaware High-Yield Opportunities R DHIRX (4)
- I-BlackRock High Yield Bond Portfolio - Iklasi A BHYAX (4)
- I-DWS High Income Trust XKHIX (4)
- I-Eaton Vance Income Income yeBoston I (4)
- Umcebisi wezeNtembeko Inzuzo ephezulu ye-FAHCX (4)
- IFundlin High Income Fund - Iklasi R, FHIRX (4)
- Hartford High Yield IB, R4, R5 (HBHYX)
- Invesco High Yield HYNIX (4)
- IJusus-Yield Yield Fund JAHYX (4)
- I-Lord Abbett High Yiza R3 AP LHYRX (4)
- I-MFS ephakamileyo Iintengiso zeR3 MHOTX (4)
- I-Neuberger Berman High Inc Bond Inv I-NHINX (4)
- Ukuphakama kwePetnam ephakamileyo YI-PHYYX (4)
- I-T. Rowe Ixabiso eliphezulu-Iintlawulo ze-PRHYX (4)
Funda okunye : Izinto ezisisiseko zokutyalo-mali kwizibophelelo eziphezulu
I-Inflation Protected Bond
- I-Goldman Sachs Ii-Secl ezikhuselekileyo ze-IR GSTPX (4)
- I-Real Real Return Adm HRRRX (4)
- I-Hartford Inflation Plus R5, Y HIPSX (4)
- I-Vanguard ye-Inflation Protected Securities Fund I-VIPSX (4)
Funda ngakumbi : I- TIPS isebenza njani?
URhulumente oPhakathi
- Ukuthembeka kukaGinnie Mae Fund FGMNX (5)
- I-Payden GNMA Fund - I-Class Investor PYGNX (5)
- Ingeniso yeRhu lumente yePrudential Z PGVZX (5)
- Inzuzo yaseburhulumenteni yase-Putnam Y-PATYX (5)
- Inzuzo kaRhulumente ka-Putnam YI-PUSYX (5)
- I-Vanguard GNMA Adm VFIJX (5)
- I-American Century uGinnie Mae BGNMX (4)
- BlackRock GNMA Svc BGPSX (4)
- I-DWS GMNA Fund SGINX (4)
- I-DWS uRhulumente weqhinga le-KUSMX (4)
- I-JPMorgan Government Bond Khetha i-HLGAX (4)
- U-Franklin Urhulumente we-US Secs Adv FUSAX (4)
- Abaphathi Isikhathi esiphakathi I-Govt MGIDX (4)
- Invesco Van Kampen US Mortgage Y VUSIX (4)
- Inzuzo kaRhulumente we-Putnam yaseRamerika R PAMRX (4)
- Inzuzo kaRhulumente ka-Putnam R PGVRX (4)
- T. Rowe Ixabiso GNMA PRGMX (4)
- T. Rowe Ixabiso US Treasury Intermediate PRTIX (4)
- I-Vanguard I-Term-Term Advisor VmUX VFIUX (4)
- I-Wells Fargo Advantage Iimali zoMgaqo-kaRhulumente I-SGVIX (4)
Ixesha eliphakathi kweBond
- I-Federated Bond F ISHIX (5)
- JPMorgan Ixabiso elipheleleyo I-R5 JMTRX (5)
- I-Loomis Sayles I-Bore Fund yeBond Bond - iCandelo A, Y NEFRX (5)
- ULoomis Sayles Utyalo-mali lweBakala Bond YLSIIX (5)
- Abaphathi Bond Fund MGFIX (5)
- I-MFS Bond R1, R2, R3, R4 iMFBGX (5)
- UBonon Bond YI-PICYX (5)
- I-Prudential Total Return Bond Z PDBZX (5)
- I-Putnam Ingeniso R, Y PIFRX (5)
- I-AllianceBern I-Interm Bond K ABQKX (4)
- I-BlackRock Iyonke Imbuyiselo R MRCBX (4)
- I-Delaware Core Plus R DUGRX (4)
- I-Delaware Imali engenayo i-A, R DPDFX (4)
- I-Dodge ne-Cox Income DODIX (4)
- I-Dreyfus I-Term Intermediate Term Inc I-DITIX (4)
- Umcebisi wezeNkxaso Yonke Ibond I I-FEPIX (4)
- Ukuthembeka kweBakala yeBhanki yeBhanki yeFBNDX (4)
- Ukunyaniseka kwebonke i-Bond FTBFX (4)
- UFranklin I-Total Return Adv FBDAX (4)
- I-Goldman Sachs Ingeniso engundoqo ye-IR GDFTX (4)
- I-Goldman Sachs Core Plus I-Income Income IR GSNTX (4)
- I-Harbour Bond Adm HRBDX (4)
- UJanus Flexible Bond T JAFIX (4)
- I-JHancock Bond I-JHNBX (4)
- I-JPMorgan Core Plus Bond R2 JCPZX (4)
- JPMorgan Ixabiso elipheleleyo I-JMTAX (4)
- I-Lord Abbett Iyonke Imbuyiselo A, P, R3 LTRAX (4)
- Abaphathi Abaxhamlileyo Inkcitho A MFDAX (4)
- Abaphathi PIMCO Bond MBDFX (4)
- I-MFS Research Bond R2, R3, R4 MRRRX (4)
- I-PIMCO Intlawulo epheleleyo-Iklasi R PTRRX (4)
- IsiKhwama seBondon Bond - Iklasi A, R PIOBX (4)
- I-Prudential Total Return Bond I-PDBAX (4)
- Putnam Incom A, M PINCX (4)
- T. Rowe Intlawulo yeNew Income PRCIX (4)
- I-Target Total Return-Iklasi ye-TATBX (4)
- I-Virtus Bond I-SAVYX (4)
- I-Wells Fargo Advantage I-Total Return Bond MNTRX (4)
- UWilliam Blair Bond IWBFIX (4)
Ixesha elide leBond
- I-Eaton Vance Yakha i-America Bonds I-EIBAX (4)
Funda ngakumbi : Ziziphi iingozi kunye neenzuzo zeemali zebhondi zexesha elide?
Urhulumente Omde
- I-American Century Zero Coupon 2020 Mema BTTTX (5)
- I-American Century Zero Coupon 2025 Mema BTTRX (4)
MultiSector Bond
- I-AllianceBern High Income Counselling, I, K AGDYX (5)
- I-AllianceBernstein High Income Fund - I-Class A AGDAX (5)
- I-Loomis Sayles Ingeniso yeSicwangciso-qhinga YI-NEZYX (5)
- Umcebisi wezeNtembelelo Ingeniso yeqhinga I FSRIX (4)
- Ingqibelelo yeNkcazo ye-Strategic FSICX (4)
- Imali yeNkcazo yeFranlin FKSAX (4)
- I-Loomis Sayles yeBond Fund i-LSBRX (4)
- Loomis Sayles Ingeniso yeCandelo leNFZX (4)
- I-Lord Abbett Bond-Debenture Fund - Iklasi P, R3 LBNPX (4)
- I-PIMCO iReversion Income PDVAX (4)
- Ingxowa yeNgxowa-mali yeNgxowa-mali-Iklasi R STIRX (4)
KaMasipala (konke)
- I-DWS iFund-Free Free Fund-I-Class S SCMAX (5)
- I-DWS Ephethe iNgxowa-mali ye-Bond ye-Municipal - i-Sigaba S, i-SCMBX (5)
- I-DWS phakathi kweRhafu / i-AMT Free Fund - Iklasi yeS SCMTX (4)
- I-DWS iFowuni yeRhafu yeNgeniso yeNgeniso yeCalifornia-I-S S S SDCSX (4)
- I-DWS yeNgeniso yeMali yoMasipala XKTFX (5)
- I-DWS yeNew York yeNgeniso yeNgeniso yeNgeniso Yentlawulo Yentlawulo-Iklasi S SWY (4)
- I-DWS Isicwangciso seNgeniso seMali yoMasipala i-XMSMX (4)
Engekho yendabuko
- I-Putnam Diversified Income YI-PDVYX (5)
- I-Bernliance Unconstrained Bond AGSIX (4)
- I-Dreyfus Inzuzo yokuThuthukiswa okuKhuselekileyo I-DSTRX (4)
- Amathuba amaQumrhu eHartford HTIYX (4)
- I-JPMorgan I-Strategic Income Opp Opposition R5 (JSORX) (4)
- I-Putnam Diversified Income A, M, R I-PDINX (4)
URhulumente ofutshane
- I-American Century Zero Coupon 201 (5) I-Adv ACTTX (5)
- I-American Century Zero Coupon 201 (5) Mema iBTFTX (5)
- I-Eaton Vance Imimiselo kaRhulumente I-EIGOX (5)
- I-Eaton Vance Ixesha eliphantsi I-EILDX (5)
- ULoomis Sayles Ltd I-Term Govt kunye ne-Arhente Y NELYX (5)
- Ukunqoba kwiNgxowa-mali yeNgeniso - Iklasi A, R IPFIX (5)
- I-Vanguard Ixesha elifutshane le-Federal Adm VSGDX (5)
- Urhulumente waseMelika waseMelika FIGIX (4)
- I-Vanguard Ixeshana eliNcinci leNondyebo iVFIRX (4)
- ULoomis Sayles Ltd I-Term Govt ne-Arhente I-NEFLX (4)
- I-Oppenheimer Ixesha elide loRhulumente Y OLTYX (4)
- I-Payden ye-US Government Fund PYUSX (4)
- I-Thornburg Limited Inkxaso-mali kaRhulumente wase-US - Iklasi R3 LTURX (4)
- I-Vanguard Ixeshana eliNcinci leNondyebo iVFIRX (4)
- I-Wells I-Fargo I-Advantage Ixesha elifutshane I-Bond ye-Government IWSGIX (4)
Ixesha elifutshane leBond
- Umcebisi weNkxaso yeBanga eliPhakathi I-EFIPX (5)
- I-Lord Abbett Isikhathi esifutshane Imali R3 LALDX (5)
- Urhulumente we-Oppenheimer US OUSYX (5)
- Iqumrhu elifutshane eliqhelekileyo elinguPrintal Bd Z PIFZX (5)
- IsiKhwama seNgeniso yeNkxaso yeThemu yeNkxaso yeNkxaso yeKota - Iklasi R3 THIRX (5)
- I-Virtus yeeNkcazo zeMigangatho yeNqununu yeeThuba elifutshane elifutshane-I-A A I-NARAX (5)
- Ixesha elifutshane le-BlackRock Bd Svc CMGBX (4)
- Ixesha elifutshane elifutshane leCandelo leNgeniso yeCalvert - Iklasi ye-CSDAX (4)
- IsiKhwama seBond ye-Bond yexesha elifutshane eliDryden-Iklasi R JDTRX (4)
- Ixesha lexesha elifutshane le-DWS Fund - iCandelo S DBPIX (4)
- Umcebisi woBulungisa IsiGaba esiPhakathi IsiXhosa A, T FDIAX (4)
- Isikhathi esifutshane saseHartford Y HSDYX (4)
- UJanus Ixesha elifutshane elifutshane I-JASBX (4)
- Ixesha le-JPMorgan Limited Limited Bd A ONUAX (4)
- I-Oppenheimer-Term Bond N, i-OUSGX (4)
- I-PIMCO Isikhathi esiphantsi A, R PTLAX (4)
- Igalelo elifutshane elifutshane loovulindlela I-PSHYX (4)
- I-Bondary Term Term Bond - I-JDTRX (4)
- I-Vanguard Ixesha elifutshane loTyalo-mali lweBakala, i-Investment VFSUX (4)
- I-Virtus Shrt / I-Interm Bond I-HIMZX (4)
- UWilliam Blair Ingeniso N WBRRX (4)
- I-Wells Fargo Advantage Ixesha elifutshane elifutshane I-SSHIX (4)
Ultrashort Bond
- I-PIMCO Ixesha elifutshane elilawulayo i-PSFAX (4)
- Ixesha elifutshane elifutshane le-DWS Fund - Iklasi A, iS SDUSX (4)
- Abaphathi bexesha elifutshane URhulumente weMGSDX (4)
- I-Wells Fargo Advantage I-short Term Term Income STADX (4)
Funda ngakumbi : Iimvumelwano zexesha elifutshane lifanisa njani nemali yemarike yemali?
Bond World
- I-Fund ye-Templeton Bond Fund - Iklasi A, R TPINX (4)
- I-AllianceBernstein ye-Global Bond Fund - Iklasi A, R ANAGX (4)
- Iimali zeMelika I-World Bond World Rond R5 RCWFX (4)
- I-DWS Global High Income Fund XLBFX (4)
- Abaphathi be-Global Bond MGGBX (4)
- I-PIMCO Bond Foreign (i-USD-Hedged) R, i-PFRRX (4)
- I-PIMCO Global Bond (i-USD-Hedged) I-PAIIX (4)
- I-Global Prudential Global Return YiZ PZTRX (4)
- I-Putnam yeNgeniso yeNkcazo R PGBRX (4)