Why We Nominated These 3 Bond Fund Managers
Learn what we look for in our annual awards.
Susan Dzubinski: Hi, I'm Susan Dzubinski with Morningstar.com. Morningstar recently awarded its 2020 Awards for Investing Excellence. Today, we're looking at three bond funds run by managers who were nominated this year.
Brian Moriarty: Metropolitan West Total Return Bond Fund is a great fund for investors because it really exemplifies what a core-plus fund is capable of. The fund is managed by some of the most experienced and skilled managers in the industry: Tad Rivelle, Steve Kane, Laird Landmann, and Bryan Whalen. This team was recently nominated for a Morningstar Investing Excellence Award and previously won Morningstar Fund Manager of the Year Award in 2005. What makes this team stand out is their commitment to value investing principles, specifically their willingness to buy discounted bonds and sell pricier ones, even if this makes the short-term performance look different from peers. Many competitors use a similar approach, but it's elevated here by both the managers' experience and their commitment to it, as well as the impressive supporting research capabilities at the firm.
Susan Dziubinski does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day business.
We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.
How we use your information depends on the product and service that you use and your relationship with us. We may use it to:
To learn more about how we handle and protect your data, visit our privacy center.
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.
Read our editorial policy to learn more about our process.