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Dr. Eric W. Jacobson, M.D.

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  1. 10 Under-the-Radar and Up-and-Coming Funds

    We’ve added to our Morningstar Prospects list of intriguing, little-known, or new strategies.

  2. Answering Your Questions on Bonds

    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.

  3. Second Quarter in Bonds: A Damage Check

    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.

  4. Sizing Up the 3 Biggest Nontraditional Bond Funds

    The big names in this category have more to prove before we can fully recommend them, says Morningstar's Eric Jacobson .

  5. PIMCO Total Return: The Mutual Fund vs. the ETF

    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.

  6. Worries About PIMCO Total Return Overblown

    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 .

  7. Munis Still Worth a Look

    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 .

  8. Buyer Beware With Most Individual Bonds

    Individual investors can do OK buying individual Treasury bonds, but pitfalls proliferate in other credit sectors, says Morningstar's Eric Jacobson .

  9. Don't Write Off Munis Out of Hand

    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 .

  10. Bond Funds Undergo a Stress Test

    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.

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