IBOSTON, MA, EUNITED STATES, ngoJanuwari 29, 2021 /EINPresswire.com/ - Iqela leeNgcaciso zeDonoghue linemincili ukubhengeza iMorningstar ibele ireyithingi yeenkwenkwezi ezintlanu kwiNgxowa-mali yeNqanaba leDonoghue yeeFreyimu (i-FLOTX). Ireyithingi ye-5 Star iphelele kwaye isithuba seminyaka emi-5 esiphela nge-3/12/31 kwi-2020 mali kwi-US Fund Bank Loan Category esekwe kwimbuyekezo ehlengahlengisiweyo yomngcipheko.
“Siyazingca ngokufumana inkanuko yesi-5 yeNkwenkwezi yentsasa. Kukuqinisekisa ngezisombululo zethu zengeniso ingakumbi kweli thuba langoku lendlala linendlala, ”utshilo uJeff Thompson, oyi-CEO yeDonoghue Forlines.
Jonga i-Donoghue Forlines Rate Floating Rate (FLOTX)
Jonga iNgxelo yeKhwezi lokusa apha
Ingxowa mali yeDonoghue Forlines Rate Floating Rate Fund (FLOTX) yenye yeendlela ezimbalwa zokufumana amaxabiso okuthengisa kubatyali mali. INgxowa-mali isebenzisa ixesha elifutshane kunye neliphakathi-kwiqhinga lokugquma ukumisela ukuba ikwi-bullish okanye ekuzikhuseleni. Indlela eza kugqunywa ngayo iya kuthi ibangele ama-50% eNgxowa-mali azikhusele, ukuba iimeko zentengiso ziyavuma. Xa ukwindawo yokuzikhusela, iNgxowa-mali iya kutyalomali kwi-ETFs ye-Treasury yase-US yexesha elifutshane.
Malunga neeNgcaciso zeDonoghue:
I-Donoghue Forlines yinkampani yotyalo-mali esekwe e-Boston eneengcali kwiipotifoliyo ezilawulwa ngomngcipheko ukusukela ngo-1986. Banikezela ngesicwangciso esipheleleyo sezicwangciso ezisebenzayo ezenzelwe ukunceda abacebisi kunye nabathengi babo ukuba babe semngciphekweni xa iimeko zentengiso zikuvumela oko, ukubenza bakwazi ukuhlala aqeqeshelwe ukuhlangabezana neenjongo zawo zotyalo-mali. Ngolwazi oluthe kratya, ndwendwela www.donocrafline.com
Ulwazi loMngcipheko obalulekileyo
Intsebenzo yexesha elidlulileyo ayiqinisekisi iziphumo zexesha elizayo kwaye akukho siqinisekiso sokuba iNgxowa-mali iyakuyiphumeza injongo yayo yotyalo-mali.
Abatyalomali kufuneka baqwalasele ngononophelo iinjongo zotyalo-mali, umngcipheko, iintlawulo, kunye nenkcitho yeNgxowa-mali yeNqanaba leDonoghue Forlines. Olu lwazi kunye nolunye ulwazi malunga neFund luqulathwe kwi prospectus kwaye kufuneka zifundwe ngocoselelo phambi kokutyala imali. Ithemba elinokubakho lingafunyanwa ngokutsalela umnxeba wasimahla ku-1-877- 779-7462. Ingxowa-mali yeDonoghue Forlines yeFlat Rate ihanjiswa yiNorthern Lights Distributors, LLC. Ilungu le-FINRA / SIPC. I-Donoghue Forlines LLC ayihambelani ne-Northern Lights Distributors, LLC.
Njengazo zonke iimali ezihlangeneyo, kukho umngcipheko wokuba ungaphulukana nemali ngotyalo-mali lwakho kwiNgxowa-mali. Ixabiso leasethi yeNgxowa-mali liza kuguquka ngokusekelwe kutshintsho lwexabiso lemali-mboleko elityala imali kuyo. Amacebo okwakha angangasebenzi ngendlela ebekulindelwe ngayo ngumcebisi kwaye iNgxowa-mali inokufumana ilahleko ngokubiyelwa yimali yentengiso yemali ukuba amaxabiso esitokhwe awehli. Ukuba iimali zentengiso yemali ziyasetyenziswa, ezo Ngxowa-mali ziphantsi koxhomekeko kwiingcebiso zotyalo-mali kunye nezinye iindleko, eziya kuthi zihlawulwe ngokungangqalanga yiNgxowa-mali. Ngenxa yoko, iindleko zakho zokutyala imali kwiNgxowa-mali ziya kuba ngaphezulu kuneendleko zokutyala ngokuthe ngqo kwiiNgxowa-mali eziSisiseko kwaye zinokuba ngaphezulu kunezinye iimali ezihlangeneyo ezingatyali kwiiNgxowa-mali Ezisisiseko.
I-Donoghue yeeNqanaba zeeNgxowa-mali eziDadayo zilandelela i-Index enophawu lwenkonzo yeDonoghue Forlines LLC. Umntu akanako ukutyala imali ngokuthe ngqo kwisalathiso. Isalathiso sisalathiso esekwe kwimithetho, esibonisa ukusebenza koluvo lokuba umtyali-mali ebeyifumene ukuba utyale imali ngendlela ebonisiweyo kwaye ayibonisi mbuyekezo ifunyenweyo kwaye ayibonisi mbuyekezo ifunyenwe ngumtyali mali, njengoko abatyali mali bengenakho ukutyala imali ngokuthe ngqo isalathiso. Akukho kumelwa kwenzekayo ukuba nawuphi na umthengi uya kuthi okanye anakho ukufikelela kwiziphumo ezifanayo nezo zichazwe apha. Ukusebenza kwe-Index kubandakanya ukuphinda kutyalwe zonke izabelo kunye nolwabiwo. Ukusebenza kwangaphambilini akusosiqinisekiso seziphumo ezizayo okanye imbuyekezo. Ukubandakanywa kwazo zonke ii-indices kungenxa yokuthelekisa kuphela.
I-S & P / LSTA I-Index ye-American Leveraged Loan 100 Index yayisisalathiso sokuqala sokulandela intengiso yemali mboleko ephezulu. Isalathiso esisekwe kwimithetho siqulathe izibonelelo zemalimboleko ezikhulu ezili-100 kwi-S & P / LSTA ye-Index yeMali mboleko. Ifakiwe kwiinjongo zokuthelekisa kuphela. Iziphumo zembali yokusebenza kwe-Index azilawulwa; ayibonisi ukuncitshiswa kwentengiselwano kunye nokuhlawulwa kwetyala, okanye ukuncitshiswa komrhumo wolawulo, ukwenzeka kwawo okunokuthi kube nesiphumo sokuhla kweziphumo zokusebenza ezichaziweyo kwaye akunakutyalomali ngqo. Imiba yezoqoqosho, iimeko zentengiso kunye nezicwangciso zotyalo-mali ziya kuchaphazela ukusebenza kwayo nayiphi na ipotifoliyo, kwaye ke ayisiqinisekiso sokuba iya kudibana okanye iphumeze nawuphi na umlinganiso othile.
Ngokubhekisele kwiMilinganiselo yeKhwezi lasekuseni:
© 2021 Ikhwezi lasekuseni. Onke Amalungelo Agciniwe. Ulwazi oluqulethwe apha: (1) ngumnini weMorningstar kunye / okanye ababoneleli bayo bomxholo; (2) ayinakukhutshelwa okanye isasazwe; kwaye (3) akuqinisekiswanga ukuba zichanekile, zizalisekile okanye zifike ngexesha. Nokuba iKhwezi lasekuseni okanye abanikezeli balo besiqulatho abanoxanduva lomonakalo okanye ilahleko evela kulo naluphi na ulwazi lolu. Ukusebenza kwangaphambili akusosiqinisekiso seziphumo ezizayo.
Ukulinganiswa kweMorningstar TM yeemali, okanye "ukulinganiswa kweenkwenkwezi", kubalwa kwiimveliso ezilawulwayo (kubandakanywa iimali ezihlangeneyo, i-annuity eguquguqukayo kunye ne-subccounts zobomi eziguqukayo, iimali ezithengiswa ngokutshintshiselana, iimali ezivaliweyo, kunye neeakhawunti ezahlukileyo) ubuncinci iminyaka emithathu Imbali. Iimali ezirhweba ngokutshintshiselana kunye neengxowa-mali ezivulekileyo ezivulekileyo zithathwa njengabantu abodwa ngeenjongo zokuthelekisa. Ibalwa ngokusekwe kumlinganiso woMbuyekezo wokuLungiswa koMngcipheko weeNdawo zokuSasa ukuze ii-akhawunti zokwahluka kwimveliso elawulwayo yokusebenza ngokugqithileyo, ukubeka ugxininiso ngakumbi kukwahluka ezantsi kunye nokusebenza okunomvuzo okungaguquguqukiyo. Inqanaba leMorningstar alibandakanyi naluphi na uhlengahlengiso kwimithwalo yentengiso. I-10% ephezulu yemveliso kudidi ngalunye lwemveliso ifumana iinkwenkwezi ezi-5, ezingama-22.5% ezizayo zifumana iinkwenkwezi ezi-4, ezizayo ezingama-35% zifumana iinkwenkwezi ezi-3, ezingama-22.5% ezizayo zifumana iinkwenkwezi ezi-2, kuthi ezantsi zili-10% zifumane inkwenkwezi enye. Ukulinganiswa kwe-Morningstar ngokubanzi kwemveliso elawulwayo kuthathwe kumndilili ophakathi wamanani entsebenzo ahambelana neminyaka emithathu, emihlanu, kunye neminyaka eli-1 (ukuba ikhona).
Ukulinganiswa kweMorningstar yeyokwabelana eklasini kuphela; ezinye iiklasi zinokuba neempawu zokusebenza ezahlukeneyo.
INTO ONOKUYITHATHA KWELI NQAKU:
- Iziphumo zembali ze-Index azilawulwa; azibonakalisi ukutsalwa kweentlawulo zentengiselwano kunye nokugcinwa, okanye ukutsalwa kwemali yokulawula, ukwenzeka kwayo kuya kuba nesiphumo sokuncipha kweziphumo zentsebenzo ezibonakalisiweyo kwaye akunakutyalwa kuyo ngokuthe ngqo.
- I-Index yi-index esekelwe kwimigaqo, ebonisa indlela yokusebenza kwethiyori ebeza kuyifumana umtyali-mali ukuba ebetyale imali ngendlela ebonisiweyo kwaye ayimeli imbuyekezo efunyenweyo kwaye ayimeli imbuyekezo yomtyali-mali ezuziweyo, njengoko abatyali-mali bengenakutyala imali ngokuthe ngqo kwi-index. isalathisi.
- Ngenxa yoko, iindleko zakho zotyalo-mali kwiNgxowa-mali ziya kuba phezulu kuneendleko zotyalo-mali ngokuthe ngqo kwi-Underlying Funds kwaye zisenokuba phezulu kunezinye iingxowa-mali ezihlangeneyo ezingatyali mali kwi-Underlying Funds.
