Fri, 30 Jan 2015
Passive large-cap funds won the performance battle in 2014.
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.
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 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.
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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