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Real Time Insight

With treasury rates spiking in May and staying elevated, investors have finally gotten their brokerage statements and have seen the impact of rising rates on their bond mutual and ETF funds.

The Benchmark Barclays U.S. Aggregate Bond Index, the bond equivalent to the S&P 500, has fallen 2.4% year to date through Aug 6. The S&P 500 Index, by comparison, is up about 20% in the same period.

For the third straight month, PIMCO's Total Return Fund, the largest of the bond mutual funds with over $250 billion in assets, saw outflows. $7.5 billion flowed out in July after $10 billion did so in June.

But the Total Return Fund isn't the only fund seeing outflows.

In July, bond mutual fund outflows totaled $23.6 billion, which came on top of a record $59.4 billion taken out in June.

Are you among those investors selling your bond funds?

And if so, where are you putting the money to work?

 

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Zacks #1 Rank Top Movers for Zacks #1 Rank Top Movers

Company Symbol Price %Chg
UTD THERAPE… UTHR 117.83 +28.51%
TRIQUINT SE… TQNT 20.67 +6.52%
RF MICRO DE… RFMD 12.47 +6.04%
VASCO DATA… VDSI 14.77 +4.68%
BANCO DO BR… BDORY 15.53 +3.95%