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  1. Rising-Rate Fears Create CEF Bargains

    As investors ditched certain income-producing assets on worries of rising rates, an abundance of fixed-income CEFs moved into undervalued territory, according to Morningstar's Cara Esser.

  2. PIMCO Total Return: The Mutual Fund vs. the ETF

    The performance differences have narrowed between the two funds recently, and Morningstar's Tim Strauts and Eric Jacobson say PIMCO investors should choose the least expensive option.

  3. Where Are Investors Chasing Their Tails?

    Morningstar's investor return data can reveal which types of funds investors are using well, and which they are using poorly with mistimed purchases and sales.

  4. Worries About PIMCO Total Return Overblown

    The recent slip in performance of PIMCO's Total Return mutual fund and ETF is no reason for investors to sell shares, as the funds have strong track records, say Morningstar's Tim Strauts and Eric Jacobson.

  5. Bond Market Swoon Highlights CEF Advantages

    CEF managers' ability to hold onto underpriced illiquid securities in times of market stress represents an advantage over open - end funds that may have to sell to meet unexpected redemptions, says Morningstar's Cara Esser.

  6. Ready Your Portfolio for Retirement

    Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.

  7. Bogle on Fund Industry Progress and Imperfections

    The Vanguard founder offers his thoughts on the need for money fund reform, the dilemmas with retirement planning and savings, the fiduciary duty of fund managers, and much more, in this video exclusive to Premium Members.

  8. Retirees : Learn From the Recent Bond Turbulence

    How investors can use the recent interest - rate -driven disruption as a stress-test for their portfolios. Plus, a new retirement income tool and some good news on prescription-drug costs.

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