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Personal Investments • Bond Funds - Appreciation or Yield?

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If the Fed cuts interest rates, money market rates would presumably drop accordingly, and quickly, as would bond fund yields, no?
The Money Market Fund (MMF) will still maintain a NAV of $1.00/share while the bond fund will likely experience an increase in NAV (+Duration for every -1% in Fed fund rates). The rate that MMF pays will likely fall off more quickly than the bond fund rate as Retired@50 said.
How do bond fund yields and money market rates correlate?
Bond yields and MMFs are both correlated to the Federal Funds lending rate, but they have different maturities/durations. It's much shorter for MMF so they can maintain a stable NAV, but will react to rate change more quickly due to the shorter duration of holdings (typically T-Bills and ultra-short commercial debt). It's longer for bond funds depending on the prospectus of the fund (short-term is likely 2-3 year duration, intermediate is 6-8 year duration, and long-term is likely 12-14 year duration) and the fall off in interest rate of a fund is slower than for a MMF, proportional to the fund's duration (the pipeline of existing bonds creates a lag until investors notice a difference as existing bonds are replaced with lower-yield new bonds).

Note that duration and maturity are not the same thing. Vanguard Long-Term Bond ETF (BLV) for example has a duration of 13.5 years, but a maturity of 22.5 years, which means they mostly are holding 20 years bonds with a few 30 year bonds, but they are only holding those bonds for about 13-14 years and then turning them over to match the duration/risk goal.

Statistics: Posted by bonesly — Tue May 28, 2024 1:02 am — Replies 16 — Views 1562



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