Back to top

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?

 

Zacks Releases Their 7 Best Stocks for September, 2014

These 7 were hand-picked from the list of 220 Zacks Rank #1 Strong Buys with earnings estimate revisions that are sweeping upward. Their stock prices are expected to rise sooner than the others.

Today, this Special Report is available to new Zacks.com visitors free of charge.

Close This Panel X

Please login to Zacks.com or register to post a comment.

New to Zacks?

Start Here

Zacks Investment Research

Close

Are you a new Zacks Member or a visitor to Zacks.com?

Top Zacks Features

My Portfolio Tracker

Is it Time to Sell?

One of the most important steps you can take today is to set up your portfolio tracker on Zacks.com. Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts.

More Zacks Resources

Zacks Rank Home - Evaluate your stocks and use the Zacks Rank to eliminate the losers and keep the winners.

Mutual Fund Rank Home - Evaluate your funds with the Mutual Fund Rank for both your personal and retirement funds.

Stock/Mutual Fund Screening - Find better stocks and mutual funds. The ones most likely to beat the market and provide a positive return.

My Portfolio - Track your Portfolio and find out where your stocks/mutual funds stack up with the Zacks Rank.

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

Company Symbol Price %Chg
PLANAR SYST… PLNR 4.44 +5.21%
BITAUTO HOL… BITA 81.71 +5.12%
CTPARTNERS… CTP 16.66 +4.26%
CHINA BIOLO… CBPO 47.91 +3.30%
MALLINCKROD… MNK 72.94 +2.85%