Morningstar’s Guide to Active Fixed-Income Investing lays out the case for active bond funds. In short, the complexity and inefficiencies of the bond market spell opportunity for skilled portfolio ...
Other professional investors use passive funds as low-cost defensive ballast. While stocks can offer long-term growth, having ...
Intermediate core bond funds can form the centerpiece of a fixed-income portfolio. To screen for the top-performing funds in this category, we looked for those with the best returns over the last one- ...
Columbia Total Return Bond Fund Institutional Class shares returned 2.05% for the period ended September 30, 2025.
The Loomis Sayles Bond fund is heavy on the corporate bond side but offers some flexibility within lower grade names and even equities. As of ((UNHANDLED TYPE: NoneType for 'None')), the fund has ...
Trying to avoid behavioral mistakes and choosing between active and passive funds have become so familiar to financial advisors and clients that they may be missing some nuances. Processing Content ...
A well-constructed retirement portfolio should balance equities and fixed income, targeting 75% equities and 25% fixed income for reduced volatility and strong returns. Equity exposure is diversified ...
Despite domestic and global tumult, the third quarter was fabulous for investors. But are the good times over? By Jeff Sommer Jeff Sommer writes Strategies, a weekly column on markets, finance and the ...