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Personal Finance

Bond-Fund Basics

Consider these key factors before you go bond-fund shopping.

During Morningstar's Future of Fixed Income Week, we'll discuss the basics of finding an appropriate bond stake and selecting topnotch fixed-income funds to fill out that allocation: core taxable-bond funds, municipal-bond funds, and noncore investments such as high yield and bank loans. We'll also put some definition around the current fixed-income environment by discovering where some of our favorite managers are uncovering opportunities and forecasting trouble spots, and discuss how to craft a fixed-income portfolio.

But before we dig into that, we're spending some time on Monday to review the fundamentals of fixed income to give investors a refresher on their choices and the key factors they should keep in mind when kicking the tires of a bond fund.