Morningstar's Miriam Sjoblom discusses how to gauge whether a muni fund is more apt than a taxable-bond fund, yield risks and other key focus points, and some of her muni-fund recommendations.
Morningstar's Christine Benz and Miriam Sjoblom debrief investors on the floating NAV, capital buffer, and redemption restriction proposals for money market funds.
Muni-bond funds continue to experience high investor demand, and Morningstar's Miriam Sjoblom offers picks for core and noncore holdings.
Given valuations and where interest rates are headed, you don't want a lot of market risk now, says Eaton Vance Bond manager Kathleen Gaffney.
MetWest's Tad Rivelle says recent swings in the fixed-income market are representative of conditions when QE3 ends, and he is eyeing asset classes with low Treasury correlations.
Brown Brothers Harriman launches a concentrated large-blend fund investing in U.S. and foreign stocks; Vanguard reopens its Capital Opportunity fund to individual investors; Franklin Templeton rolls out an emerging-markets bond fund; USAA seeks permission to create actively managed ETFs; and ...
Seven 50-minute panel discussions featuring top Morningstar experts help you secure stronger returns in today's challenging market.
We use our screening tool to go for the Gold and Silver.
We identify Gold- and Silver-rated funds that can anchor your fixed-income portfolio while offering tax-free income.
In a risky category, these offerings employ sensible approaches.