An update on our Fund Analyst Rating changes and what we're continuing to monitor as the firm works to stabilize itself after Bill Gross' departure.
It's not just a matter of lowering your market risk, says senior alternatives analyst Josh Charney.
Nontraditional bond funds may prove more resilient when rates rise, but watch out for credit risk.
Early indications suggest DoubleLine, Metropolitan West, and Dodge & Cox may be benefiting from Bill Gross' departure.
The big names in this category have more to prove before we can fully recommend them, says Morningstar's Eric Jacobson.
For a small category, the world-bond group features a confusing array of choices.
After strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's Mike Rawson.
Investors should be cautious of rapid inflows into high-yield and bank-loan funds as managers could have difficulty putting excess money to work in high-conviction ideas.
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
Many managers are of the mind that rates have gone about as far as they're going to go for a while, so investors probably don't want to exit the bond market while their funds are down, reports Morningstar's Eric Jacobson. Plus, get an update on fund category performance in the second quarter as well as updates on fund leaders and laggards, including PIMCO Total Return.