Uludwe lwe-ETFS ye-Bond elawulwayo
Ubungakanani bePimco's Active Bond ETF
Ulawulo olusebenzayo ludibaniswe ngakumbi kunye neengxowa-mali ezihambelanayo kunye ne-ETFs. Oku kwaqala ukutshintsha ngo-2012 xa i-PIMCO (ifutshane ye-Pacific Investment Management Company) yazisa iNtlawulo yeNtlawulo ye-Total ye-ETF, eqhuba nge-BOND.
Nangona engekho inkampani yokuqala yokulawula ukuzisa i-ETF ye-bond-zombini iShares kunye ne-Fidelity yafika kwimarike kwangaphambili-ukungena kwe-PIMCO kwi-ETF esebenzayo ye-portfolio yebhanti ibalulekile. Okokuqala, nantoni na i-PIMCO inokubaluleka okuthile - yinkampani enkulu enama- dollar ayi-1 trillion ngaphantsi kolawulo. Ukuhambela kwe-PIMCO kugxininisa ukunganeliseki ukuba abaninzi abatyali-ntengiso banokubakho kwemali yabo yebhanki kunye nokunganeliseki kwabo jikelele ngokuhlawulwa kwemali kwi-index index bond. .
Intlawulo ye-Pimco Intlawulo (i-bond) I-ETF yenza ukuba abatyali-mali bakwazi ukufikelela kwipotfoliyo efanayo kwi-Total Return Fund (i-ticker: PTTRX), eyona nto ingxowa-mali enkulu kunazo zonke kwihlabathi kodwa ngeemali eziphantsi kakhulu zolawulo. I-PIMCO ye-Total Return (i-Mutual) Fund ifuna ukuba abatyali-mali bahlawule umthwalo we-3.75% wangaphambili (okanye i-commission commission).
Abatyalomali baye batheba ngokukhawuleza malunga nemali yokulayisha njengoko iindaba zokuba zixhaphaza ngokungekho imali-mthwalo ziye zaziwa ngokubanzi. Nangona ukukhula kwe-BOND kwanciphisa ngo-2016 ekuphenduleni ukwandisa ukhuphiswano kunye nerekhodi edibeneyo yeengxowa-mali ezilawulwa ngokuzimeleyo ngokubanzi, iBOND ngokukhawuleza yaba ngenye ye-ETF ephumelele kakhulu kwimbali, ukukhangela kwii-asethi ezingama-4 ezigidi kwi-asethi ngonyaka walo wokuqala.
Uludwe lwe-ETFS yangoku, kuquka iiSikethi zeTikiti kunye neeRatiyo zeNdleko
Ngezantsi uluhlu lwazo zonke ii-ETFs ezilawulwa ngokuzimeleyo, kunye namacandelo abo kunye namaxabiso abo kunye noxanduva lweeendleko ngoJuni 2016:
- I-PIMCO Intlawulo ye-ETF (BOND), 0.55%
- I-PIMCO Ephuculise iSikhwama seKhutyana soPhuhliso olufutshane (iMINT), i-0.35%
- I-Sage Main Reserves ETF (HOLD), 0.35%
- SPDR SSgA Ixesha elifutshane elifutshane elifutshane le-ETF (ULST), i-0.20%
- iShares Ukukhula okufutshane kweBond ETF (NEAR), 0.25%
- UmcebisiIzibonelelo zeNewfleet yeNkxaso-mali ye-ETF (MINC), 0.75%
- I-WisdomTree iMakethe yeMakethe yeMakethe yeNgingqi (ELD), 0.55%
- I-WisdomTree Asia yeNgxowa-mali yeMali yeNgingqi (ALD), 0.55%
- I-Guggenheim Ekhutshiwe ixesha elifutshane I-Bond ETF (GSY), 0.27%
- I-PIMCO I-Fund ye-Bond Strategy Strategy (MUNI), 0.35%
- Iintlawulo eziphezulu zePeritus ETF (HYLD), 1.35%
- I-PIMCO I-Global Benefits Infvant-Related LinkedIn Fund (ILB), 0.60%
- I-WisdomTree ye-Market Markets Bond Fund (EMCB), i-0.60%
- WisdomTree Australia kunye neNew Zealand yeTyala leMali (AUNZ), 0.45%
- I-PIMCO Ixesha elifutshane leNgxowa-mali yeBond yoMasipala (SMMU), 0.35%
- I-PIMCO Yakha iNgxowa-mali ye-American Bond Strategy (BABZ), 0.45%
- Madrona Global Bond ETF (FWDB), 1.26%
- IsiKhwama seSikhwama seMigangatho ye-Bond yeCommunity Bond (GMMB), 0.49%
- I-FlexShares Ikulungele ukufikelela kwiNgxowa-mali eyimali ekhoyo (RAVI), i-0.25%
- I-WisdomTree Global Fund Bond Fund (GLCB), 0.45%
- I-Fund Core Bond Strategy Fund (GMTB), 0.48%
- I-Guggenheim Enhanced Core Bond ETF (GIY), 0.27%
- I-WisdomTree yeNgxowa-mali ye-Euro (i-EU), 0.35%
- UkuPhakamisa okuPhakamileyo kokuThola ukuThengisa ixesha elide / elifutshane ETF (HYLS), 1.19%
- I-YieldPro ETF (YPRO), 1.35%
- I-SPDR Blackstone / GSO yeMali ephezulu ye-ETF (SRLN), 0.90%
- I-First Trust yeMatriki ye-ETF (FTSL), 0.85%
- I-iShares Inkcitho yeNgeniso ye-ETF (ISCH), 0.18%
- UFundFront Strategic Income Fund (RIGS), 0.22%
- Ukunyaniseka kwinqanaba le-ETF 0.45% (i-FBND)
- I-Bondelity Limited Term Bond ETF (FLTB), 0.45%
- I-Bidelity Corporate Bond ETF (FCOR), 0.45%