Another Way To Build Your Fixed Income Portfolio [iShares Trust, iShares Barclays MBS Bond Fund, iShares iBoxx $ High Yid Corp Bond (ETF)]

Of course, the answer depends on what role you see fixed income playing in your portfolio, but for investors who are looking for a way to seek more income within the foundation of their fixed income allocation, BYLD may be a good fit.

It provides diversification across a number of individual iShares funds, has a holdings tilt that is focused on yield, and is designed to deliver risk that is consistent with the broader fixed income market, all in a single ticker.

For more on the fixed income sectors we like, including tax-exempt bonds, see Russ K’s latest Investment Directions monthly market commentary.

1Morningstar Inc. and Bankrate.com as of 12/31/13. Asset-weighted average yield for Taxable Money Market, 6-month CD, US Core Bond, 10-Year Treasury, and High Yield Bond Morningstar categories.

2The fund may invest up to 20% of its assets in other investment products.

Matt Tucker, CFA, is the iShares Head of Fixed Income Strategy and a regular contributor to The Blog. You can find more of his posts here.

Pages: 1 2

Leave a Reply

Your email address will not be published. Required fields are marked *