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Phone: 252-237-4357
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May/June 2018
More than Stocks
When investors seek to provide some stability to their investment portfolios, they often look toward mutual funds that invest in highly rated corporate bonds. This type of fixed income investment isn’t, however, the only type of corporate bond available.Bonds Explained
Corporate bonds, like any other type of bond, are debt instruments. Essentially, a bond is a loan for which the bond issuer pays interest, with principal repaid at a later date. Bonds can guarantee principal, interest and principal, or neither.Investment-Grade Bonds
Investment-grade bonds receive some of the highest ratings by the firms that judge companies’ and bonds’ creditworthiness. Think about some of the most popular brand names that have been around for years, and many of those names could have outstanding corporate bonds. They are often key holdings of mutual funds that offer fixed income to customers.Junk Bonds
Also known as below-investment-grade bonds, junk bonds aren’t necessarily junk, but bonds at or near the bottom of the ratings scales. Junk bonds, especially if contained in a respected bond mutual fund, may be suitable if you are an aggressive investor with a long-term horizon.
You should consider the fund’s investment objectives, charges, expenses, and risks carefully before you
invest. The fund’s prospectus, which can be obtained from your financial representative, contains this
and other information about the fund. Read the prospectus carefully before you invest or send money.
Shares, when redeemed, may be worth more or less than their original cost.
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