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Benjamin Joseph

Benjamin Joseph is a senior manager research analyst for Morningstar.

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In this report, we introduce an updated taxonomy for classifying these funds based on an enhanced global data set, analyze key trends, and share best practices for choosing from this expansive universe.

These sustainable fixed-income funds have recently earned our confidence.

Gold-rated Dodge & Cox Income's relatively patient and at-times contrarian approach has rewarded investors.

Bronze-rated Diamond Hill Corporate Credit has been far more resilient than peers during periods of market stress.

There are better ways to mitigate illiquidity, one of them being diversification.

More About Benjamin Joseph

Benjamin Joseph is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income mutual funds.

Before joining Morningstar in 2017, Joseph spent two years managing a global commodities research company in Paris. Before that, he spent more than five years in the hedge fund industry as an analyst and a fund of hedge funds portfolio manager in Paris and New York.

Joseph holds a specialized postgraduate degree in financial techniques from ESSEC Business School, a master’s degree in business administration from Université Paris-Dauphine, and a bachelor’s degree in international business from Regent's Business School London. He also holds the Chartered Alternative Investment Analyst designation.

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