The following is an excerpt from Morningstar's Premium Analyst Report for Loomis Sayles Bond LSBDX , a multisector bond fund that receives a Gold Morningstar Analyst Rating. Morningstar.com Premium Members can click here to see the full Analyst Report. Not a Premium Member? Take a free Premium ...
Tips on using past performance, portfolio data, and yield to gauge your holdings' potential trouble spots.
Perception of a security and sector carries critical importance in the Loomis Sayles Bond manager's long-term process.
The Gold-rated fund's strong research team and patient, flexible approach with the portfolio are some of the secrets to its success, says Morningstar's Sarah Bush.
The Loomis Sayles Bond manager expects rates to trend higher, but growing geopolitical tensions are reasons for concern in the credit markets.
Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing, the 4% rule, and more.
Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.