Wed, 30 Oct 2013
Hedge funds benefited from September’s stock and bond market rally.
Vanguard principal and ETF strategist Joel Dickson responds to worries that increased passive investing has led to more market volatility and that ETFs cause investors to gamble with their portfolios.
The switch from MSCI to FTSE and CRSP indexes for 22 Vanguard funds is all about three things, says Vanguard principal Joel Dickson: cost, cost, cost.
Investors should keep tabs on a few key indicators as Vanguard switches the benchmarks for 22 of its index funds.
As yields rose, both taxable- and municipal- bond funds saw record monthly redemptions in absolute terms in June.
Morningstar's director of fixed-income research offers his tips for selecting a solid core bond fund along with some of his favorite choices.
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.
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.
The views expressed do not necessarily represent the views of Acropolis Investment Management, LLC. or its members.
Get investable ideas and engaging strategies from Morningstar analysts and other ETF experts.
©2012 Morningstar Advisor. All right reserved.