投资者不再将固定收益视为曾经被视为的安全港资产。追踪美国债券市场的基金今年迄今已下跌约 16%,而长期美国国债已暴跌 34%
以 BIV 等中级债券基金为目标
然而,一些专家认为,长期投资者在固定收益领域仍有一些不错的机会。晨星的高级经理研究分析师迈克穆拉赫告诉华尔街日报,随着收益率“如此无情”地上升,现在可能是锁定以前无法获得的更高利率的合适时机。
“这是一个巨大的机会,”穆拉奇补充道。
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此类机会之一是中期到期债券基金,该基金提供广泛的市场敞口,并受到可分配资金较少的投资者的欢迎。尽管这些基金因持有许多对利率敏感的债券而受到抨击,并且没有最终期限,但预计业绩将有所改善。
Frost Investment Advisors 的固定收益主管 Jeffery Elswick 告诉《华尔街日报》,对美国核心固定收益进行有意义的配置“开始看起来有些令人信服”,他认为,一旦美联储转向降息,许多中间债券目前面临的本金亏损将反弹。
通常,中间基金的期限为 4 至 10 年。因此,专家建议至少将此类策略保持几年。
在选择固定收益基金时,投资者应根据自己的投资期限选择基金的久期。达拉斯的投资组合经理里克·李尔 (Rick Lear) 建议从总回报的角度考虑基金,并考虑对业绩的潜在影响。
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晨星高度评价的中间基金包括 先锋中期债券ETF(BIV)。BIV 提供投资级美国债券,期限为 5 至 10 年,介于 BSV 等短期基金和 BLV 等较长期产品之间。该基金持有的包括国债、公司债务和机构证券,避免高风险的垃圾债券或浮动利率债务。
FactSet 的分析师报告称:“BIV 因其成本效率(包括低费用率和 Vanguard 账户的免佣金交易)和令人印象深刻的曝光深度而获得高分,部分原因在于 Vanguard 独特的专利和基金结构。”
虽然目前年初至今下跌超过 17%,但 BLV 收益率为 4.9%。它还具有0.04%的费用比率。