This aggressive mortgage fund’s losses can teach investors about the role of bonds in a portfolio.
Here's a look at a couple of competitive offerings in the inflation-protected bond Morningstar Category.
These active managers have been consistently successful in the fixed-income market.
Fixed-income investors are between a rock and a hard place: accept low returns or add incremental return at the risk of significant losses.
A respite from rising rates.
A look under the hood.
A Morningstar Category grapples with its future.
Closing out the decade with a bang.
Morningstar senior analyst Brian Moriarty discusses the role these funds can fill and shares some of his favorites.
Angel Oak Multi-Strategy Income has grown to almost $8 billion in assets on the back of strong performance.
Artisan Thematic is on our radar. Here's why.
Looking under the hood of high-yield bonds' recent performance.
Senior analyst Brian Moriarty explains the performance and shares some favorite ideas.
Investors should consider Pioneer Bond and Pioneer Strategic Income, which are set up for different risk profiles.
Unlike other funds in its Morningstar Category, Gold-rated Vanguard Inflation-Protected Securities provides pure exposure to inflation-hedging TIPS at a rock-bottom cost.
Nuveen All-American Municipal Bond features a deep analyst team and competitive fees.
Lower high-yield bond issuance has helped support prices recently, but that trend may not last.
New portfolio guidelines aren’t enough to qualify Negative-rated Ivy High Income for an upgrade.
Experts at the Morningstar Investment Conference discuss the state of the corporate bond market, how firms position their funds, and the potential impact of the growth of the BBB and bank loan markets.
Navigating the bank-loan fund landscape.
Bank-loan funds offer protection against rising interest rates but aren’t impervious to other risks; we think these funds follow solid strategies.
Bronze-rated Virtus Seix Floating Rate High Income has a solid long-term record and low fees.
Oppenheimer Senior Floating Rate has strengths, but the fund’s meaningful risks temper our enthusiasm.
Our analysts think these holdings are resilient in the face of rising interest rates.
Over the past five years, Frost Total Return Bond has managed to outpace both the short- and intermediate-term bond peer groups despite its light exposure to corporate bonds.
In addition to standout performance in 2017, these five candidates can be proud of their strong long-term records.
High-yield bonds have been on an impressive run since the financial crisis. But what are their prospects going forward?
Shenkman Short Duration High Income takes a conservative strategy that should hold up well in a rising rate environment.
The Bronze-rated fund team's security selection skills have allowed it to deliver strong long-term returns.
These new securities have been strong performers, but also introduce new sources of risk into bond funds.
Bronze-rated Voya Floating Rate is a solid choice for a conservative approach to credit risk.
The month of May saw a number of significant upgrades and downgrades.
Bronze-rated TIAA-CREF Bond Plus fund allocates across a variety of fixed-income sectors as well as 'plus' sectors.
Close cousins of CEFs, interval funds offer a unique set of pros and cons.
Principal High Yield Bond Fund earns a Bronze rating for its higher quality focus, sensible strategy, and some of the lowest fees in the peer group.
A large and experienced team, impressive record, and below-average expenses help TIAA-CREF Bond Plus earn a Bronze rating.
Vanguard Short-Term Federal is a solid, defensive fund with strong returns that charges just 20 basis points.
With $2 billion in flows over the past three months, investors have noticed that rates are approaching the level where many bank loan funds will adjust their payments upward.
This low-cost Gold-rated fund is a pure-play inflation hedge.
Bronze-rated Pioneer Bond's experienced managers have steered the fund to impressive returns over the long term.
This Bronze-rated fund has a strong investment team, and performance has been impressive.
The bronze-rated fund checks all of the boxes for what a core-bond fund should be.
Silver-rated Vanguard Intermediate-Term Investment Grade features a longtime manager, conservative strategy, and rock-bottom fees.
Six new ratings were issued as well.
Silver-rated Nuveen Intermediate Duration Municipal Bond is backed by an experienced team and a process that has produced attractive risk-adjusted returns.
Schwab U.S. TIPS ETF is one of the cheapest options available for investors looking to take out some portfolio insurance.
This ETF offers short-duration exposure to inflation-linked bonds.
ETF investors can pick their spot on the yield curve with these inflation-protected bond funds.
IShares Core Total USD Bond Market ETF grants exposure to emerging-markets and high-yield bonds alongside high-quality, investment-grade fare, says Morningstar's Brian Moriarty.
TIAA-CREF Social Choice Bond Fund's recent returns show that responsible investing doesn't have to mean diminished returns.