UPDATE: Bond market veteran is getting worried
Morningstar readers name their favorite core bond funds, TIPS, and allocation vehicles for the middle portion of their portfolios.
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 ...
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.
These durable strategies have bested the market over time.
The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.