January asset flows revealed heavy buying activity of open-end equity funds for the first time in several years, but it's too soon to call it a trend, says Morningstar's Michael Rawson.
Bond-fund investors need to focus on duration, credit quality, and relative yields to better understand how much risk they're taking on, says Morningstar's Eric Jacobson.
Morningstar's Eric Jacobson outlines three short-term bond funds that can protect against rate sensitivity, but mind the risks as such funds aren't cash substitutes.
Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.
This portfolio balances capital preservation with growth potential.
Inflows to municipal bond mutual funds are shrinking, though they remained positive for a fifth straight week, as they recorded $109 million in inflows for the week of Feb. 6.
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