Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much more.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.
Funds investing in Treasuries and long-duration bonds were winners, high-yield was mixed, and foreign-currency exposure hurt as the dollar gained.
Long-duration bonds got a boost as yields unexpectedly dropped in the first quarter, but foreign currency exposure dragged on some global-minded funds.
Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA.
Dividend-paying stocks and preferreds, lower-quality bonds, and stable-value funds top readers' lists of investments for a yield-starved environment.
We search for sturdy core funds to provide fixed-income and equity exposure.