Top Funds for Year-End Rebalancing

Given the market's performance, investors may need to reconsider their asset allocations. These excellent mutual funds and ETFs can help fill in the gaps.

Susan Dziubinski

Dec 1, 2020

Mentioned: Dodge & Cox Income (DODIX) , Loomis Sayles Core Plus Bond Y (NERYX) , Harbor Bond Institutional (HABDX) , Vanguard Total Bond Market Index I (VBTIX) , Western Asset Core Bond I (WATFX) , Oakmark International Investor (OAKIX) , PIMCO Total Return Instl (PTTRX) , PIMCO Total Return ESG Institutional (PTSAX) , Western Asset Core Plus Bond I (WACPX) , Metropolitan West Total Return Bd M (MWTRX)

For many investors, reviewing the asset allocations of their portfolios sounds about as appealing as a visit to the dentist.

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Susan Dziubinski does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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