There are bargains aplenty in the mutual fund world.
The results haven't matched the hype for objectives-based funds.
Funds investing in Treasuries and long-duration bonds were winners, high-yield was mixed, and foreign-currency exposure hurt as the dollar gained.
A couple mulls lifestyle changes while also keeping an eye on a portfolio's future growth.
We skinny down the number of holdings for this mid-50s couple who wants to make sure their ample portfolio is on the right track.
These intermediate-term offerings have consistently outperformed the Barclays Index, in some cases by taking a different approach.
Larger asset bases could curtail flexibility.
Cost-conscious investors can use ETFs to implement themes similar to those of smart, well-respected active mutual fund managers.
Some target-date investors may own more PIMCO Total Return than they realize.