Fri, 24 Mar 2017
While it offers an attractive yield and limited interest-rate risk, this senior-loan strategy exposes investors to considerable credit and liquidity risk.
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.
As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.
The fund giant saw an executive-management shuffle, ultra-short-bond fund launch, new lower-touch advisory service, and continued inflow domination.
With a meaningful link between investor returns and stewardship, Morningstar's Russ Kinnel looks at four funds with long -term thinking, experienced leadership, and low costs.
Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much 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.
Moving in the right direction.
Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.
While a majority of our top fund managers are outperforming this year, three of them truly stand out from the rest given their ability to outperform the market over all time periods.
This investor is looking to better-position an inherited IRA for RMDs--and future growth.
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