Also, one can adjust balances with bond holdings and use FUMBX. For example, if holding FUAMX and a treasury MMF, one instead could hold FUAMX and FUMBX and adjust the proportion to match the original combined duration. It does affect portfolio liquidity if say FUAMX is in an IRA and the short/cash fund is in a taxable account, so not an exact simulation of the original holdings.
Statistics: Posted by Northern Flicker — Sat Aug 10, 2024 6:14 pm — Replies 32 — Views 3390