By Jeffrey R. Kosnett
From Kiplinger’s Personal Finance
The typical short-term taxable bond fund has lost a hard-to swallow 4 percent to 6 percent this year through early September. Fast-climbing interest rates exacted this heavy cost, usurping two years or more of yield. But you know that.
So here’s a query: What is the typical growth rate of these funds’ cash distributions since just before the Federal Reserve threw the interest rate switch in March? The answer: 94 percent. Monthly payouts from the 10 largest such funds are riding a rocket ship, nearly doubling already, with more raises to come.
American Funds’ Intermediate Bond Fund of America (symbol FIFBX), a short-term fund despite its name, tops the list with a 246 percent boost since early March. Annualizing its latest monthly payment works out to a 4.2 percent yield—about where economists and fixed-income fund managers expect the Fed to drive short-term rates over the next several months before pausing to assess the effects on the economy, inflation, and investor moods….
-
Recent Posts
-
Archives
- May 2025
- April 2025
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- September 2013
- July 2013
- March 2013
- January 2013
- December 2012
- November 2012
- December 1
-
Meta