Long Term Universe
Long Term Universes Guide
Long Term Fixed Income UniverseThese funds invest primarily in securities with maturities over ten years. All returns are net of fees. Fund data, investment objectives, and style definitions are provided by Morningstar. Although data are gathered from reliable sources, accuracy and completeness cannot be guaranteed.
Funds are selected using the following criteria:
The investment objective of the fund must be Corporate-General, Corporate-High Quality, or Government General.
The average maturity of the fund must be greater than 10 years.
Funds must also have a minimum of four years history and at least $10 million in net assets.
Currency: US dollars
Long Term Bond Accounts UniversePortfolios invested primarily in securities with maturities over 10 years or having no maturity restrictions and managed with an orientation toward remaining fully invested in longer term securities. Minimum duration is 4 years, and "neutral" duration is longer than that of the broad market (e.g., the Lehman Brothers Aggregate Bond Index). Includes separate accounts, pooled funds, and mutual funds (gross of fees) managed by investment advisors, banks, and insurance companies. Fund data supplied directly from individual managers and by Morningstar. Although data are gathered from reliable sources, accuracy and completeness cannot be guaranteed.
Currency: US dollars
For over 1,000 additional terms and definitions please see our Investment Glossary Guide.
Related to:
- Geographical Hedge Fund Guides
- Hedge Fund Employment Guide
- Financial Certification
- Investment Book
- Hedge Fund Terms and Definitions
Tags: Long Term Universe, bond universe, equity universe, fixed income, fixed income universe, universe, fixed, income, long term, long, term, markets
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