An additional $12.5 billion left PIMCO's flagship Total Return Fund in January, bringing the total outflow to more than $90 billion since Bill Gross' departure.
Investors who haven't checked in for a while may find their U.S. stock allocation is oversized compared with their overseas and bond holdings.
Morningstar's director of personal finance outlines how to gauge your portfolio's viability, evaluate your allocation, troubleshoot risk factors, and more in this special Web seminar presentation.
Decide what attributes you value most, then go from there.
Early indications suggest DoubleLine, Metropolitan West, and Dodge & Cox may be benefiting from Bill Gross' departure.
Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
We review our top-rated funds in the intermediate-term bond category.
Its allocations illustrate that even 40-somethings should be mostly in stocks.
We employ actively managed mutual funds and a stock-heavy portfolio mix.