Home>Video>What's Behind Your Bond Fund's Returns?

What's Behind Your Bond Fund's Returns?

Wed, 25 Nov 2015

Bond funds' past performance isn't necessarily indicative of skill.

  1. Related Videos
  2. Related Articles
  1. Muni CEFs Still Safe Source of Income

    Despite risks in the muni - bond market, defaults are isolated, and the diversification in muni CEF portfolios helps protect against credit problems.

  2. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

  3. 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.

  4. Will Muni Funds Continue Their Run?

    After a strong 2014, we're keeping an eye on interest rates and issuance, which could both creep higher and sting in 2015. Plus, two muni -fund picks worth a look today.

  5. 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.

  6. More Fund Investors Pick Passive Products

    ETF and open-end asset flows combined show a strong preference for bonds , emerging markets, and passive funds, while active U.S. stock fund managers and money market funds have suffered the brunt of outflows.

  7. Changing Fortunes in the Muni Market

    Correlations between municipal bonds and Treasuries are back on the rise after a bifurcation during the financial crisis.

  8. Emerging-Markets Bonds Similar to Other Risk Assets

    Although developing-markets debt purchases have been escalating of late, investors should be aware of the correlations to other assets as well as currency risks, says Morningstar's Eric Jacobson.

blog comments powered by Disqus
Upcoming Events

©2014 Morningstar Advisor. All right reserved.