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ETF Specialist

Can Bank-Loan Funds Provide Shelter From Rising Rates?

Keep your portfolio afloat during interest rate hikes.

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A version of this article previously appeared in the March 2022 issue of Morningstar ETFInvestor. Click here to download a complimentary copy.

On Jan. 26, 2022, the Federal Reserve announced it would likely hike interest rates in March. Stocks and bonds had been in the red since the beginning of the year, and the prospect of higher rates didn’t help matters.

Lan Anh Tran does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.