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.
Active bond-fund managers are deviating from the Barclays Aggregate Index, but the index itself has also changed, says Morningstar's Eric Jacobson .
These warning flags merit further investigation from bond-fund investors, says Morningstar senior fund analyst Eric Jacobson .
Although many fixed-income fund categories had a rocky 2013, investors should heed the dangers of swapping their bonds for cash or stocks, says Morningstar's 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 .
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.
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.
Individual investors can do OK buying individual Treasury bonds, but pitfalls proliferate in other credit sectors, says Morningstar's Eric Jacobson .
Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield, and muni exposure.