Beyond noting their stock/bond split, investors should also check their small-cap exposure, overall rate sensitivity, and vulnerability to the wealth effect.
MetWest Total Return Bond has run ahead of its peers this year, with help from its nonagency mortgages and utilities exposure, says comanager Laird Landmann.
Morningstar's Dave Sekera describes the market breakdown after Lehman, the state of the bond market now, and investors' heightened attention to systemic risk today.
Since the taper talks began, conditions have improved for dividend investors, who can now buy quality names without being vulnerable to long-term interest-rate spikes, says DividendInvestor editor Josh Peters.
Rising interest rates have taken their toll, but as the Fed delays dialing back on stimulus, investors are poised to recapture some of their losses.
Bill Bernstein's advice for investment adults.
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