Despite a proliferation of diversification alternatives, high-quality bonds have provided the best antidote to equities over the past decade.
Neither income-centric nor strictly total return, a hybrid distribution approach charts a steady course for our retirement bucket portfolio.
Equity holdings perform well, while inflation hedges lag.
We also take a look at how a retirement portfolio would have fared without a dedicated cash component.
These categories tend not to pop up in most plain-vanilla portfolios, but that doesn't mean they all help diversify.
AMG buys stake in Yacktman and more.
Brown Brothers Harriman launches a concentrated large-blend fund investing in U.S. and foreign stocks; Vanguard reopens its Capital Opportunity fund to individual investors; Franklin Templeton rolls out an emerging-markets bond fund; USAA seeks permission to create actively managed ETFs; and ...
Plus, a new manager for Oppenheimer Global Allocation, another manager leaves the subadvisor for Laudus' U.S. large-cap growth fund, Oppenheimer Commodity Strategy Total Return undergoes a portfolio management change, and more.
It might not be 1999 again, but tech funds are at the top of the charts.
IRS challenge forces these funds to change the way they operate.