Question on broad market bonds in 401K funds

jamey

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8:32p, 2/1/23

AG

I've got a broad market bond fund in my 401K

I can see how the price of my bonds move up and down each day.

But do I get the yield as well?

Casey TableTennis

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In reply to jamey • 9:34p, 2/1/23

AG

Almost certainly you get the total return (price movement + yield). There could be a synthetic investment that tracks an index that is price return only, but I wouldn't expect that in a 401k. PR (for price return only) would likely be in the name in that instance.

jamey

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10:45p, 2/1/23

AG

I guess this is real bonds, hard to tell. I have not found where I realize any yield in my 401K statement though

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jamey

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12:37a, 2/2/23

AG

This guy from JP Morgan saying get into bonds, even an aggregate bond fund, just get in

Squirrel Master

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3:04a, 2/2/23

AG

Yes, you're getting the yield its just being included in the overall value of the fund, you aren't seeing a breakout of it.

OldArmyCT

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4:48a, 2/2/23

AG

I'm old (c/o '73) and 100% equity in my brokerage account which includes 3 IRA's. On 31 December I was down 17%. The other person in my house has a 60-40 portfolio and she's down a bit over 22%. But expect bonds to do well once the Fed quits raising rates.