Investing in Bond Funds – Free 11 Lesson Guide


If you have a question about investing in bond funds along the way, feel free to leave a comment at the bottom of the lesson itself, or in our ask a question forum which you can find here.

We recommend you visit our guide to investment bonds to get started.

Lesson 1: Bond Mutual Funds – What They are and How They Work – In this lesson we give an introduction to bond mutual funds including how they are structured, the types of bond mutual funds and what investors should pay attention to.

Lesson 2: Bond ETFs – What they are and How They Work – ETFs are a relatively new investment product, but they are growing like wildfire.  Here’s what you need to know about how this type of bond fund works.

Lesson 3: Bond Fund Fees – Minimizing fees is always important as an investor, and that is especially true in the low yield environment we are currently in.  After reading this lesson you should understand all the different types of fees involved with investing in bond funds so you can get the best deal possible.

Lesson 4: Passive vs. Active Bond Funds – Active bond funds have a money manager whose job it is to beat a benchmark index and other bond funds in the same category. Passive bond funds simply seek to replicate the performance of an index.  You would think that on average actively managed funds would outperform passively managed funds.  You’d be wrong.  Learn why in this lesson.

Lesson 5: Bond ETFs vs. Bond Mutual Funds – Many people think that because Bond ETFs generally have lower expense ratios than Bond Mutual funds, that they are the better choice.  That is not always the case however.  In this lesson we will show you how to know which option is best for your situation.

Lesson 6: The different ways bond fund yield is measured – With individual bonds, the number that matters is yield to maturity.  Because most bond funds do not hold their bonds until maturity, we need other measures in order to determine how much the fund yields.  Here are the different options and when each is appropriate.

Lesson 7: Bond Fund Total Return – At the end of the day what matters is how much money you made over the life of an investment.  Total return gives you that number.

Lesson 8: How much income should you expect from a bond fund? – One of the main reasons many people invest in bond funds is for the stream of income that they can provide.  Here’s how to know how much income you can expect to receive.

Lesson 9: Bond Fund Taxes – You are going to be taxed on both the interest income and the capital gains from a bond fund.  Here’s an overview of each so you know what to expect.

Lesson 10: Choosing a Bond Fund with LB Ratings – We make choosing a bond fund easy by rating the top bond funds using the methodology contained in this lesson.

Lesson 11: Our top Bond Fund Picks for 2013 – Here’s a list of what we feel are the best bond funds in the world right now.

Did we miss something else you would like to learn about?  If so please feel free to let us know in our free forum here.

All trading carries risk. Views expressed are those of the writers only. Past performance is no guarantee of future results. The opinions expressed in this Site do not constitute investment advice and independent financial advice should be sought where appropriate. This website is free for you to use but we may receive commission from the companies we feature on this site.
David Waring

David Waring was the founder of LearnBonds.com and has been a major contributor to the extensive library of investing news and information available on the site. Until the launch of Learnbonds.com in late 2011 there was no single site on the internet catering exclusively to the individual bond investor. This was true even though more individuals own stocks than bonds. Learn Bonds was launched to fill that gap.

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