Tue, 10 Dec 2013
Why it's OK to sin a little and "market-time"--provided you do it in a contrarian fashion.
We delve into first-half domestic-equity winners, fixed-income outflows, and what may be a brief reopening of a Gold-rated fund in the Vanguard lineup.
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.
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.
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.
A big price tag keeps one fund in Neutral territory despite its pedigree, while two small-cap funds get Silver ratings.
While investors continue to devote money to passive equity funds, active equity offerings also picked up a decent chunk of investor dollars last month.
The bond sell-off appears to have created opportunities for tax-free income, but selectivity counts.
With yields up and inflation tame, is this asset class still a must-own?
Munis have suffered big outflows recently, but not every Morningstar.com reader is convinced that selling is the right strategy.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
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