How Will Rising Interest Rates Affect My Bond Mutual Funds?

Video Summary: As interest rates rise over the next few months or years, the value of those funds is necessarily going to decline.

Video Transcript:

Rising rates always result in declining values of bonds. So, in particular with bond mutual funds, as interest rates rise over the next few months or the next few years, the value of those funds is necessarily going to decline. It's a real problem in bond funds, because as the bond funds lower in value, people are likely to exit those funds.

Those left holding the funds will effectively be left holding the losers, holding the bad bonds. They're left over that the bond manager was not able to sell. So that is something to be very careful for, with investors is rising interest rates will significantly impact the value of your bond mutual funds.

Client Reviews
"I am going to miss conversations with you, Sam Edwards. You’ve been a wonderful lawyer and a friend. I loved learning legal jargon from you. But, even more, it is your self-respect and commitment to your position that I admire and your persistent patience-your equanimity. With great appreciation, thank you!" M.B.
"My experience with Ryan Cook has been very positive. Through every step of the litigation he explained what to expect to happen. When I spoke with him later he reviewed the process. He was very patient, and I never felt rushed. I have already told friends how wonderful he is." L.R.
"I want you to know that I very much appreciate your expertise, hard work, and guidance that led to a satisfactory resolution with Raymond James. From our first meeting, I felt "heard" and that my situation and story were respected. Every subsequent interaction I had with any of you - in person, via email, or by phone - only corroborated that feeling. What great work you do on behalf of people like me who have been wronged, yet don't know how to navigate the appeals/mediation/arbitration process as you do. I will be forever grateful." M.L.
"Good positive experience. Guided us through a difficult process and was pleased with the outcome. Everyone I dealt with was exceptional." A.G.
"Good intelligent attorneys who never miss a beat. I set my expectations high, and they delivered above and beyond. Do not miss the opportunity to let SSEK represent you. Top-notch, efficient and effective firm." S.M.
Contact Us
  1. 1 Free Consultation
  2. 2 No Recovery, No Fee
  3. 3 Over 100 Years Experience

Fill out the contact form or call us at (800) 259-9010 to schedule your free consultation.