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 ...
Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) offers a 4.5% yield through investment-grade bonds. With $8.6 billion in ...
Fixed-income investments are a cornerstone of many long-term financial strategies, offering stability and a steady stream of income. They are often associated with conservative approaches, but can ...
Not everyone has the risk tolerance to go all in on stocks. A 100% equity portfolio can deliver strong long-term returns, but it also comes with severe fluctuations along the way. That kind of ...
All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...
Schwab now offers 12 bond exchange-traded funds and six bond mutual funds, covering both taxable and tax-free categories. Low expense ratios across the board make these funds appealing to ...
“Stocks get the pixels, bonds get the dollars,” wrote my colleague Sylvester Flood in Morningstar’s Global Fund Flows report earlier this year. It’s a paradox, to be sure. For years, a ...
Young and the Invested on MSN
The 7 best closed-end funds (CEFs) for 2026 [yields up to 14.9%]
Closed-end funds will generally employ some amount of leverage. Leverage of between 20% and 40% is most common, but some CEFs ...
Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...
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