Fri, 19 Dec 2014
Large exposures in South Africa, Brazil, and Chile have weighed on the performance of this fund.
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 yields rose, both taxable- and municipal- bond funds saw record monthly redemptions in absolute terms in June.
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.
As rising rates and emerging markets lose momentum, fund investors are eyeing nontraditional fixed-income categories and European and Japanese equities.
Vanguard's Ken Volpert cautions investors about a rise in short-term rates, and also offers his thoughts on the U.S. debt ceiling as well as Vanguard's TIPS, international- bond , and total bond market funds.
Passive equity funds, noncore bonds , alternatives, and many of the fund shops that sell them fared well last year, while core bonds , commodities, and gold suffered.
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.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
Interest in dividend-paying stocks and bonds remained high as the market eyed the Fed.
Some Morningstar.com readers are rethinking their fixed-income exposure, while others are sticking with their plans.
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