Lesson 10: Choosing a Bond Fund with LB Ratings – We make choosing a bond fund easy by rating the top bond funds using the methodology contained in this lesson. Here’s an overview of each so you know what to expect. Lesson 9: Bond Fund Taxes– You are going to be taxed on both the interest income and the capital gains from a bond fund. Here’s how to know how much income you can expect to receive. Lesson 8: How much income should you expect from a bond fund? – One of the main reasons many people invest in bond funds is for the stream of income that they can provide. Lesson 7: Bond Fund Total Return– At the end of the day what matters is how much money you made over the life of an investment. Here are the different options and when each is appropriate. Because most bond funds do not hold their bonds until maturity, we need other measures in order to determine how much the fund yields. Lesson 6: The different ways bond fund yield is measured – With individual bonds, the number that matters is yield to maturity. In this lesson we will show you how to know which option is best for your situation. Bond Mutual Funds– Many people think that because Bond ETFs generally have lower expense ratios than Bond Mutual funds, that they are the better choice. You would think that on average actively managed funds would outperform passively managed funds. Passive bond funds simply seek to replicate the performance of an index. Active Bond Funds – Active bond funds have a money manager whose job it is to beat a benchmark index and other bond funds in the same category. After reading this lesson you should understand all the different types of fees involved with investing in bond funds so you can get the best deal possible. Lesson 3: Bond Fund Fees – Minimizing fees is always important as an investor, and that is especially true in the low yield environment we are currently in. Here’s what you need to know about how this type of bond fund works. Lesson 2: Bond ETFs – What they are and How They Work– ETFs are a relatively new investment product, but they are growing like wildfire. Lesson 1: Bond Mutual Funds – What They are and How They Work – In this lesson we give an introduction to bond mutual funds including how they are structured, the types of bond mutual funds and what investors should pay attention to. We recommend you visit our guide to investment bonds to get started. If you have a question about investing in bond funds along the way, feel free to leave a comment at the bottom of the lesson itself, or in our ask a question forum which you can find here.
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