PH&N Community Values Bond

Posted by on Apr 20, 2014 in Mutual Fund Updates | 0 comments

This quality focused fund is managed in a very similar manner to the highly regarded PH&N Bond Fund. The portfolio is roughly split between government and corporate bonds. It is all investment grade, making it highly sensitive to movements in interest rates. While this is the best SRI bond fund available, I believe that most investors would be better off with a fund that is more focused on corporate and high yield issues, which are expected to hold up better should rates start moving higher.

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