It looks like you're new here. If you want to get involved, click one of these buttons!
Fund 15 year 2008 (Q4) 3Q2015 4Q2018JAMCX https://connect.rightprospectus.com/JPMorgan/TADF/339128308/P?site=JPMorgan
FLPSX 9.14% -36.17% (-20.73%) -6.20% -13.54%
ACMVX 10.45% -24.49% (-18.96%) -6.34% -14.96%
JAMCX 8.95% -33.24% (-21.70%) -7.38% -14.88%
VETAX 10.84% -33.10% (aprox-19%) -4.44% -15.29%
if you held Treasury inflation-protected securities directly, you would be subject to tax each year on the net inflation adjustments even though you would not receive such amounts until the security matures. By investing in a mutual fund that holds these and similar securities, you will receive distributions representing net inflation adjustments as they are realized by the fund.
I can’t answer that Catch. But thank you for the opportunity to correct my earlier post above. I mistakenly assumed I-Bonds were the same as TIPS. Of course they aren’t (though I assume the inflation protection works similarly). So it was TIPS funds I was talking about - not I-Bonds.@Simon and @msf
I'm attempting to determine the value of purchasing the I-bonds vs STPZ , LTPZ or a TIP's fund, be it active managed or ETF.
I-bonds, direct purchase have an annual dollar limit per individual, yes? I suppose an individual question would be whether the dollar limit would have a meaningful impact upon an overall portfolio.
TIP type funds have no dollar limit for purchase.
TIP funds will also follow in capital appreciation (price) in sentiment with yields when moving lower, as with most other bond types. TIP's are part of a safe haven investment along with other Treasury issues. And the investor may buy or sell when the trend changes.
ADD: account type was not noted, so I don't know whether the I-bonds are in taxable or tax sheltered account, if this matters.
Thanks for your time.
Catch
© 2015 Mutual Fund Observer. All rights reserved.
© 2015 Mutual Fund Observer. All rights reserved. Powered by Vanilla