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.
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.
The outlook for bonds is just as cloudy as ever, but Morningstar's Miriam Sjoblom and Marta Norton offer helpful tips for setting the right expectations and creating a game plan in today's challenging bond market.
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.
Morningstar 2012 Fixed-Income Fund Manager of the Year Mark Kiesel says housing and energy sector bets proved positive last year, and he sees multiyear growth potential in these and other areas.
These noncore funds can augment sturdy, higher-quality core holdings.
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.
We use our screening tool to go for the Gold and Silver.