Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

In Bonds, Benchmarks, and Index Funds, Morningstar director of manager research Alec Lucas lays out the case for active fixed-income funds. His team’s research shows how the makeup of the bond market ...

The investment seeks total return that corresponds with the total return of the Bloomberg U.S. 1-3 Year Government/Credit Bond Index. The fund invests at least 80% of its assets in bonds within its ...

When financial markets look uncertain, short-term and ultrashort bond funds can provide a place for investors to park their money as they wait for market improvements. Morningstar fund reporter Gabe ...

Exchange-traded funds are cheaper, more tax-efficient and more flexible. But don't put mutual funds out to pasture quite yet.

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. In investing’s age-old active versus ...

Among actively managed mutual funds and exchange-traded funds, 38% beat their passive counterparts, down from 42% in 2024, according to a Morningstar report.

The bond market firmed Thursday as both muni and U.S. Treasury yields fell, and equities ended up. Muni yields were bumped up to five basis points, depending on the scale, while UST yields fell three ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. David ...

"We have a lot of good holdings and trades, and good credit selection in other sectors that in the short term have been overwhelmed by our Brightline holdings," said John Miller, CIO and head of the ...