Posted by catch22 on November 06, 2009 at 09:36:19:
In Reply to: How Calculate Bond Percentages? Include Balanced type funds bonds? posted by Cathy on November 06, 2009 at 09:18:25:
: If one decides on a Portfolio holding 40% bonds, then also has some Balanced, Blend or Large/Small Caps funds that also include bond percentages, should the percentage of bonds held by these funds be included in with the total percentage of the all-bond part of your portfolio?
Hi Cathy,
We have holdings similar to this mix.
BUT, I may know on a given day from the
last reporting period of what a fund held
for the bond portion; but that does not
mean that the percentage has not changed,
or that the type of bond being held is not
different from the last known report
published by the fund.
We have several dedicated HY/HY bond funds;
but they are able (read prospectus) to do
many internal changes in allocations of the
percentage of and type of bonds held.
We also have several diversified bond funds
that may hold HY bonds.
But, on any given day; I really could not
calculate what our true % of HY bonds may
be among our bond funds.
You may only get close to a percentage of
bonds being held.
Some of the web sites you already saved
and/or viewed should be to provide the %
of bonds being held, what type and whether
they are u.s. or other.
catch22