Changes to the Aggregate Bond Index that Advisors Should Know About: Part One

February 28, 2019 |

Sources and Disclosures:

Copyright © 2019 Beaumont Capital Management (BCM). All rights reserved. Past performance is no guarantee of future results.

The Bloomberg Barclays U.S. Aggregate Bond Index provides a measure of the performance of the U.S. dollar denominated investment grade bond market, which includes investment grade government bonds, investment grade corporate bonds, mortgage pass through securities, commercial mortgage backed securities and asset backed securities that are publicly for sale in the United States. 

As with all investments, there are associated inherent risks including loss of principal. An investment cannot be made directly in an index. 

The views and opinions expressed throughout this presentation are those of our Portfolio Manager as of February 2019. The opinions and outlooks may change over time with changing market conditions or other relevant variables. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.

This material is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor should it be construed as financial or investment advice. 

The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.