The firm's quantitative fund expansion seems consistent with its identity for reasonably priced, low-turnover investment strategies.
Performance has been all over the map in 2015.
Expenses, manager changes, and lagging performance disqualify funds from an elite group.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
The fund firm has seen both long-planned and surprise manager departures recently and is likely to see more change in the years ahead, says Morningstar's Russ Kinnel.
Firm announces succession plan and other management changes.
While hardly low-risk, these multisector- and non-traditional-bond funds have held up well in recent stress tests.
Departures of investment staff are worth watching, though.
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Our yield-focused portfolio delivers a lumpy cash flow.