The case for active management — Fixed income strategies
Bond investors may benefit from actively managed mutual funds and ETFs. Passive index investment strategies are designed to mirror the composition and performance of a benchmark index. In contrast, active strategies can differ from the index in the pursuit of better returns.
In this webinar, hear from Fidelity professionals who will explain how experienced managers of active bond mutual funds and exchange-traded funds (ETFs) draw upon expert research and trading staff to discover attractive investments that may increase the potential for total returns in excess of an index or benchmark.
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ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities). Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Lower-quality fixed income securities involve greater risk of default or price changes due to potential changes in the credit quality of the issuer. Foreign investments involve greater risks than U.S. investments, and can decline significantly in response to adverse issuer, political, regulatory, market, and economic risks. Any fixed-income security sold or redeemed prior to maturity may be subject to loss.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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