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.
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.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
Expenses, manager changes, and lagging performance disqualify funds from an elite group.
While hardly low-risk, these multisector- and non-traditional-bond funds have held up well in recent stress tests.
Firm announces succession plan and other management changes.
Equity holdings perform well, while inflation hedges lag.
Neither income-centric nor strictly total return, a hybrid distribution approach charts a steady course for our retirement bucket portfolio.
Our yield-focused portfolio delivers a lumpy cash flow.