Inflation Concerns Boost Flows Into Inflation Protected And Loan Participation Funds And ETFs

(Click on image to enlarge)

Year to date, the average taxable bond fund has shed 0.95% of its year-end value, with General U.S. Treasury Funds (-7.38%) suffering the largest declines and Loan Participation Funds (+1.56%) witnessing the largest plus-side returns. Inflation Protected Bond Funds didn’t fair as well as its Loan Participation Funds counterpart, suffering a 1.56% decline so far this year.

On the Inflation Protected Securities Funds (and ETFs) side, the top three attractors for investors assets year to date were Schwab US TIPS ETF (SCHP, +$1.7 billion), iShares TIPS Bond ETF (TIP, +$1.1 billion), and iShares 0-5 Year TIPS Bond ETF (STIP, +$713 million). The top draws for Loan Participation Funds (and ETFs) were SPDR Blackstone Senior Loan ETF (SRLN, +$1.3 billion), Invesco Senior Loan ETF (BKLN, +$1.2 billion), and BlackRock Floating Rate Income Portfolio, Institutional Shares (BFRIX, +$704 million [including all share classes]).

1 2
View single page >> |

All names and marks owned by Thomson Reuters, including "Thomson", "Reuters" and the Kinesis logo are used under license from Thomson Reuters and its affiliated companies.

How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.