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I am doing a portfolio about stocks & Bond. What can you tell about these two Bond company base on these information for presentation purpose?

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I am doing a portfolio about stocks & Bond. What can you tell about these two Bond company base on these information for presentation purpose? ( base on history, return, Volatility, beta, mean ...etc)

image text in transcribed Question: I am doing a portfolio about stocks & Bond. What can you tell about these two Bond company base on these information for presentation purpose? ( base on history, return, Volatility, beta, mean ...etc). Anything that is useful to present in class base on these 2 bonds and SPDR Gold Trust SEI Tax-Advantaged Income A (STET) (SEATX) Summary The investment seeks to provide the highest level of income possible in a tax efficient manner. The fund normally invests at least 50% of its net assets in municipal securities, such as bonds, that pay interest that is exempt from federal income tax, including the alternative minimum tax. The principal issuers of these securities are state and local governments and their agencies located in any of the fifty states, as well as in Puerto Rico and other U.S. territories and possessions. It is non-diversified. Performance The fund has returned 4.37 percent over the past year, 4.11 percent over the past three years, and 7.02 percent over the past five years. See more SEATX performance Fees Fees are Above Average compared to funds in the same category. SEI Tax Exempt Trust Tax-Advantaged Income Fund has an expense ratio of 0.86 percent. See more SEATX fees Risk Risk is Below Average compared to funds in the same category according to Morningstar. Volatility Measurements Volatility measures reflect the uncertainty or risk of change in a security's value. Standard Deviation 4.47 Mean 0.34 Sharpe Ratio 0.91 Bear Market Decile Rank 92 Updated 01.31.2016 Modern Portfolio Theory Statistics These statistics are calculated from a comparison of a fund's excess returns and its benchmark's excess returns. They are based on three years of monthly returns. Standard Index Best Fit Index Barclays US Agg Bond TR Barclays Municipal 20 Yr 17-22 TR USD USD R-Squared50.91 89.97 Beta 1.08 0.92 Alpha 1.81 0.25 Metropolitan West Intermediate Bond (MWTRX) Summary Investors like continuity and consistency. The Metropolitan West Total Return Bond Fund has that in spades. Its three managers have worked together for more than 20 years. A combination of sticking within benchmarks, but also looking for bargains, is giving investors category beating returns at a relatively low cost.. As of May 04, 2016, the fund has assets totaling almost $70.79 billion invested in 1,723 different holdings. Its portfolio consists primarily of various types of bonds and other securities, typically corporate bonds, notes, collateralized bond obligations, collateralized debt obligations, mortgage-related and asset-backed securities, bank loans, money-market securities, swaps, futures, options, credit-default swaps, private placements, municipal securities and restricted securities. In 2012, the fund took advantage of rebounding credit-sensitive bonds, and then mitigated risk by tempering its non-agency mortgage investments, Morningstar notes, and the fund has a history of managing risk relatively well. The fund has returned -0.63 percent over the past year and 2.31 percent over the past three years. Staying cautious on interest rate risk since 2011, even as rallies were occurring, led to volatility and some underperformance in the short term. Still, having multiple strategies and inexpensive fees have made it a strong fund in its sector. The fund has returned 4.51 percent over the past five years and 6.24 percent over the past decade. Investment Strategy The fund seeks to outperform the Barclays Capital Aggregate Index while maintaining overall risk similar to the index. It generally invests at least 80 percent of its net assets in investment grade fixed-income securities or unrated securities. Up to 20 percent of the fund's net assets may be invested in securities rated below investment grade. Role in Portfolio Morningstar calls this fund a "core" holding. Management Current managers include Tad Rivelle, Steve Kane and Laird Landmann. Performance The fund has returned -0.63 percent over the past year, 2.31 percent over the past three years, 4.51 percent over the past five years, and 6.24 percent over the past decade. See more MWTRX performance Fees Metropolitan West Total Return Bond Fund has an expense ratio of 0.68 percent. See more MWTRX fees Risk Morningstar classifies this fund's risk as \"average.\" Bond investments generally have to contend with interest-rate risk, the risk of issuer default, issuer credit risk, and price volatility risk. Funds investing in bonds can lose their value as interest rates rise and an investor can lose principal. Volatility Measurements Volatility measures reflect the uncertainty or risk of change in a security's value. Standard Deviation 2.85 Mean 0.19 Sharpe Ratio 0.8 Bear Market Decile Rank 72 Updated 01.31.2016 Modern Portfolio Theory Statistics These statistics are calculated from a comparison of a fund's excess returns and its benchmark's excess returns. They are based on three years of monthly returns. Standard Index Best Fit Index Barclays US Agg Bond TR Barclays US Agg Bond TR USD USD R93.09 Squared 93.09 Beta 0.93 0.93 Alpha 0.31 0.31 SPDR Share Gold U.S. News evaluated 293 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for longterm investors based on the ratings of leading fund industry researchers. Summary Investors like continuity and consistency. The Metropolitan West Total Return Bond Fund has that in spades. Its three managers have worked together for more than 20 years. A combination of sticking within benchmarks, but also looking for bargains, is giving investors category beating returns at a relatively low cost.. As of May 04, 2016, the fund has assets totaling almost $70.79 billion invested in 1,723 different holdings. Its portfolio consists primarily of various types of bonds and other securities, typically corporate bonds, notes, collateralized bond obligations, collateralized debt obligations, mortgage-related and asset-backed securities, bank loans, money-market securities, swaps, futures, options, credit-default swaps, private placements, municipal securities and restricted securities. In 2012, the fund took advantage of rebounding credit-sensitive bonds, and then mitigated risk by tempering its non-agency mortgage investments, Morningstar notes, and the fund has a history of managing risk relatively well. The fund has returned -0.63 percent over the past year and 2.31 percent over the past three years. Staying cautious on interest rate risk since 2011, even as rallies were occurring, led to volatility and some underperformance in the short term. Still, having multiple strategies and inexpensive fees have made it a strong fund in its sector. The fund has returned 4.51 percent over the past five years and 6.24 percent over the past decade. Investment Strategy The fund seeks to outperform the Barclays Capital Aggregate Index while maintaining overall risk similar to the index. It generally invests at least 80 percent of its net assets in investment grade fixed-income securities or unrated securities. Up to 20 percent of the fund's net assets may be invested in securities rated below investment grade. Role in Portfolio Morningstar calls this fund a "core" holding. Management Current managers include Tad Rivelle, Steve Kane and Laird Landmann. Performance The fund has returned -0.63 percent over the past year, 2.31 percent over the past three years, 4.51 percent over the past five years, and 6.24 percent over the past decade. See more MWTRX performance Fees Metropolitan West Total Return Bond Fund has an expense ratio of 0.68 percent. See more MWTRX fees Risk Morningstar classifies this fund's risk as \"average.\" Bond investments generally have to contend with interest-rate risk, the risk of issuer default, issuer credit risk, and price volatility risk. Funds investing in bonds can lose their value as interest rates rise and an investor can lose principal. See more MWTRX risk

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