Morningstar's Dan Culloton sizes up the fund firm's top and bottom performers year-to-date, discusses CIO Gus Sauter's impending retirement, and more.
Although some Vanguard funds underperformed their peers during the market rally, the firm had more portfolios in the top quartile of their categories than in the bottom quartile.
Despite market fluctuations, patient investors could have realized over 6% compounded annual returns over the last decade with a disciplined buy-hold-rebalance strategy, says Portfolio Solutions' Rick Ferri.
Morningstar's director of fixed-income research offers his tips for selecting a solid core bond fund along with some of his favorite choices.
Income-hungry investors sought out niche fixed-income funds like bank-loans and non-traditional bonds in the first quarter, while the so-called great rotation into stocks is not yet confirmed.
Although investors may remain broadly skeptical of equity markets, asset flow data suggest they could be taking more risk than expected in other asset classes.
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
Without some changes, inflation could exact a heavy toll on this nest egg.
A 36-year-old IT executive crafts a plan for fulfilling his financial ambitions.
Plus bond diversification, annuities, and IRA deductibility.
I am not in any way affiliated with any of the funds and/or fund companies I write about
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