SCHZ is:
Quote:
Fund Characteristics as of 06/30/2018
Weighted Average Maturity 8.4 years
Weighted Average Coupon 3.03%
Effective Duration 6.0 years
Standard Deviation (3 Yr) 08/31/2018 2.67%
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We hold about 7% Vanguard VBTLX, out of
48% fixed.
That used to be higher, but have added Wellesley in two accounts for new money. Also have high interest online accounts for additional savings. Alos in the mix is checking cash.
With all that said, we've been effectively shortening duration, and building a bucket or two for next 2-3 years.
Both of us are winding down careers, for comparison.