We break down the SEC's inquiry into the firm's exchange-traded fund BOND.
While both Scout funds have had success scouring battered parts of the fixed-income market, Unconstrained Bond will go negative or short duration while Core Plus Bond will not.
But the firm isn't yet out of the woods after a tumultuous 2014.
Know the distinctions between PIMCO's Silver-Medalist Real Return, Commodity Real Return, and CommoditiesPLUS funds before taking the plunge.
PIMCO's post-Gross announcements bring some relief.
Shifts in management lead to a downgrade for Ivy High Income and a Neutral rating for Ivy Asset Strategy.
Given this world-allocation fund's hands-on strategy, a recent management change is cause for concern.
Several changes and key things to watch going forward.
Remarkable performances amid a remarkable year.
Recent developments at American Funds Intermediate Bond Fund of America are promising.
How rolling returns can factor into a fund's Morningstar Analyst Rating.
What a comparison of a fund's trailing 12-month and SEC yields can tell us.
Our assessment of management and management changes fueled two upgrades and two downgrades recently.
These skippers shone amid a challenging market environment.
Our list of rated funds continues to grow.
A glimpse into Morningstar's Parent pillar.
Reflections from the 2012 Morningstar Investment Conference.
Given the number of emails and calls we're getting, we're not alone in wrestling with tactical asset allocation.
Can the new Morningstar Analyst Ratings help investors pocket a bigger share of funds' gains?
There is no easy answer.
A growing number of new funds are pursuing global, multiasset strategies.
The next few years present another test for BlackRock's investment culture.
Western Asset CIO and manager Steve Walsh describes the firm's reasoning for reducing risk in the Core and Core Plus bond funds.
Western Asset CIO and manager Steve Walsh says the sovereign risk of developed countries is going to confront investors over the intermediate term.
Western Asset CIO and manager Steve Walsh says a fairly modest recovery in the U.S. economy followed by a fairly prolonged period of challenged growth doesn't support meaningfully higher rates.
Loomis Sayles' Kathleen Gaffney discusses her broader definition of "high yield" and where her team had recently been finding good yields for the risk.
Manager Kathleen Gaffney describes how Loomis Sayles is assessing and positioning their bond portfolios for what they expect to be a modest economic recovery.
Loomis Sayles Kathleen Gaffney on tactics for hedging their portfolios against inflation and other risks facing bond investors.
Baird CIO Mary Ellen Stanek on finding the appropriate risk/reward trade-off for the core of an investor's bond portfolio.
The Metropolitan West CIO and manager Tad Rivelle talks about where he sees the best opportunities in fixed income.
Metropolitan West CIO and manager Tad Rivelle says the capital markets have yet to confirm a bottom in the housing market.
Metropolitan West CIO and manager Tad Rivelle says there is a conceptual trap to assuming high quality equals low risk.
Metropolitan West CIO and manager Tad Rivelle says that investors should temper their economic growth expectations going foward.
Morningstar weighs in on the target-date debate.
Investors should take a closer look at what's in the bond sleeve of their allocation funds.
A roundup of green mutual funds and exchange-traded funds.
An initial roadmap for navigating the growing number of "green" funds and ETFs.