We’ve added to our Morningstar Prospects list of intriguing, little-known, or new strategies.
Morningstar's Eric Jacobson responds to reader concerns about fixed income in the current low-rate environment, touching on duration, whether to sell holdings, the idea of moving into cash, and more.
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.
The big names in this category have more to prove before we can fully recommend them, says Morningstar's Eric Jacobson .
The performance differences have narrowed between the two funds recently, and Morningstar's Tim Strauts and Eric Jacobson say PIMCO investors should choose the least expensive option.
The recent slip in performance of PIMCO's Total Return mutual fund and ETF is no reason for investors to sell shares, as the funds have strong track records, say Morningstar's Tim Strauts and Eric Jacobson .
With a tilt toward longer durations, worries over Puerto Rico, and large outflows, muni funds struggled in 2013, but they have something to offer investors, says Morningstar's Eric Jacobson .
Individual investors can do OK buying individual Treasury bonds, but pitfalls proliferate in other credit sectors, says Morningstar's Eric Jacobson .
Munis have faced both interest rate and credit risk pressures, but at current levels, this varied asset class is worth considering, especially for those in higher tax brackets, say Morningstar's Candice Lee and Eric Jacobson .
Senior fund analyst Eric Jacobson walks us through how some of Morningstar's top-rated intermediate-term bond funds fared during the early summer sell-off.