Here's a look at a couple of competitive offerings in the inflation-protected bond Morningstar Category.
Investors pivot away from value-equity funds.
Interest in taxable-bond and value-equity funds continues in June.
Value-equity, TIPS, and bank-loan funds garner interest during May.
Investors favor international equities and fixed income.
U.S. value equity funds see record inflows in March.
Investors prepare for inflation, pile into equity funds in February.
Investor appetites were largely unchanged, but a few themes emerged in January.
ETFs sizzled, open-end funds fizzled, and bond funds kept on rolling.
They collect a record $97 billion and lift U.S. equity funds.
Taxable-bond funds are still getting inflows; U.S. equity funds aren't.
Open-end funds headed for worst year ever as exchange-traded funds get inflows.
As stocks rise, investors shift from U.S. equity to taxable-bond funds.
U.S. and international equity fund flows are ugly so far in 2020.
Highlights and lowlights from last month.