Securities

Investment Grade

Investment grade refers to bonds rated BBB-/Baa3 or higher by credit rating agencies, indicating lower default risk and greater creditworthiness compared to high-yield (junk) bonds.

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Exam Tip

Investment grade = BBB-/Baa3 and ABOVE. Below that = junk/high-yield. Know the dividing line!

What is Investment Grade?

Investment grade is a credit rating category that indicates a bond issuer has a relatively low risk of default. These bonds are considered safer and are suitable for conservative investors and institutional portfolios.

Credit Rating Scales

Rating AgencyInvestment GradeHighest Quality
S&PBBB- and aboveAAA
Moody'sBaa3 and aboveAaa
FitchBBB- and aboveAAA

Investment Grade vs. High Yield (Junk)

CategoryS&P/FitchMoody'sCharacteristics
Investment GradeBBB- to AAABaa3 to AaaLower risk, lower yield
High Yield (Junk)BB+ to DBa1 to CHigher risk, higher yield

Full Rating Scale

GradeS&P/FitchMoody'sDescription
HighestAAAAaaExtremely strong capacity to pay
HighAAAaVery strong capacity
Upper MediumAAStrong capacity
MediumBBBBaaAdequate capacity
---------Line between IG and Junk
SpeculativeBBBaLess vulnerable short-term
Highly SpeculativeBBMore vulnerable
PoorCCCCaaCurrently vulnerable
DefaultDCIn default

Who Invests in Investment Grade?

Investor TypeWhy Investment Grade
Pension FundsOften required by mandate
Insurance CompaniesRegulatory capital requirements
BanksLower risk weights
Conservative InvestorsCapital preservation focus

Investment Grade Characteristics

CharacteristicDescription
Lower YieldsLess compensation for lower risk
Lower VolatilityMore stable prices
Higher LiquidityMore buyers and sellers
Lower Default RatesHistorically < 1% annually

"Fallen Angels"

Bonds that were investment grade but got downgraded to junk status:

  • Creates forced selling (some funds can't hold junk)
  • May create buying opportunities
  • Examples: Ford, GM (at various times)

Exam Alert

Investment grade = BBB-/Baa3 or higher. This is the LINE between IG and junk. Know the major rating agencies (S&P, Moody's, Fitch) and their scales. Many institutional investors can ONLY hold investment grade.

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