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

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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]).

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