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Top 50 fixed-income mutual funds, second quarter 2019

July 20, 2019

Ranked by quarterly returns Name/ticker 3-month return 1-year return 3-year annualized return Portfolio net assets ($M) Expense ratio* 1 Eaton Vance Emerging Markets Local Income Fund;A (EEIAX) 7.45% 10.18% 5.31% $1,019.00 1.22% 2 Vanguard Extended...

Top 50 fixed-income ETFs, second quarter 2019

July 20, 2019

Ranked by quarterly returns Name/ticker 3-month return 1-year return 3-year annualized return Portfolio net assets ($M) Expense ratio* 1 PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ) 7.84% 14.18% 0.95% $265.30 0.15% 2 iShares 10+ Year...

Fixed-income focus: Beware ending up with the 'ultra-short' straw

June 12, 2019

So far this year, the Federal Reserve has gone from being in a firm rate-hiking cycle into a so-called "Powell pause" — where it put interest rates on hold due to slowing global growth and rising risks to the U.S. economy. Following an extension...

SEC charges financier for stealing $43 million in client funds

June 27, 2019

The Securities and Exchange Commission has charged Jason Sugarman, a Los Angeles financier, with directing a fraudulent scheme to gain control over two registered investment advisers so that he and others could steal $43 million of client funds...

Staying active in a year of volatility

March 21, 2019

Two months ago, we made two broad predictions about the credit markets. The first was that 2019 would be characterized by volatility, with 2018-like ups and downs, albeit with much greater uncertainty and potential for more severe outcomes....

Gundlach criticizes buy-the-dip mentality

January 9, 2019

Jeffrey Gundlach is worried that investors are getting suckered into buying the dip in stocks, high-yield bonds and leveraged loans. In his annual "Just Markets" webcast Tuesday, DoubleLine Capital's chief investment officer sounded off on a...

The end of the Goldilocks credit markets?

May 21, 2018

"Goldilocks" was the byword for credit markets in 2017. The first synchronized global economic expansion since the financial crisis underpinned a strong rally in credit spreads. Economic growth and inflation ran "just right" to support asset...

Bond allocations: Be real, patient and flexible

October 30, 2017

Bond yields hit their year-to-date lows in early September with the 10-year Treasury yield getting as low as 2.03%. Low yields in the Treasury market are accompanied with historically expensive corporate and municipal bonds. Investors faced...

Why your portfolio may have too much equity risk (Hint: It's your bonds)

October 12, 2017

Industry-wide calls for interest rates to rise over the past five years may be inflicting an unintended toll on portfolios: Many are overexposed to equity and equity-like risk, with little to offset it. When the Fed dropped its target short-term...

Fidelity adds bond, multi-asset choices to model portfolios

February 7, 2019

Fidelity has expanded its model portfolio offering by adding a portfolio for bond income and one for multi-asset income. The additions are the first models offered by Fidelity that include exchange-traded funds, along with active and passive...

What would happen if there was a sharp rise in interest rates?

July 25, 2017

When analyzing the current state of the bond markets, financial advisers may be concerned about the potential for interest rates to rise faster than the markets have priced in. While this development may not be probable, it is certainly possible...

Bond funds soar as stocks slump and hopes for economy start to dim

April 20, 2017

Quick: What type of mutual fund has performed best the past four weeks? If you guessed real estate (3.8%), precious metals (3.6%), or India (+3.5%), nice try. It was long-term government bond funds, which soared 4.5%, according to Morningstar....

Pimco's Dan Ivascyn is relieved firm's lawsuit with Bill Gross is over

April 7, 2017

Daniel Ivascyn is group chief investment officer at Pacific Investment Management Co., lead portfolio manager for the Newport Beach, Calif.-based company's fixed income strategies and the successor to Bill Gross, the company's founder. A graduate...

Bill Gross ends lawsuit with Pimco for $81 million and his reputation intact

March 27, 2017

For Bill Gross, the long goodbye is finally over. More than two years after the legendary bond manager was ousted from Pacific Investment Management Co. — the firm he co-founded and built into a $2 trillion asset manager — he settled a bitter...

Bull market's dividend ride comes back to earth

January 22, 2019

For Lode Devlaminck, it was the turning point — the moment corporate titans and their shareholders had to pay for the excesses of the credit cycle. In October, Anheuser-Busch InBev halved its dividend after the world's largest brewer confronted...

Bank loans or high-yield bonds? Maybe both.

November 28, 2017

Investors searching for income often find it in the below-investment grade credit space. The challenge for advisers becomes, "Where do I put my clients' junk bond dollars to work?" When it comes to investing in below-investment grade credit,...

Vanguard defends the value of active bond funds

February 6, 2019

Quick — what's the first word you associate with Vanguard Group Inc., the $5.1 trillion investing giant? Perhaps it's "indexing" or "passive," referring to some of the asset manager's largest fund offerings, such as its $577 billion Vanguard...

Bill Gross retires after four-decade career in bonds

February 4, 2019

Bill Gross, who reigned for decades as the Bond King at Pacific Investment Management Co., is retiring more than four years after jumping to Janus Henderson Group from the fixed-income giant he co-founded. "I've had a wonderful ride for over...

Here are three crazy market statistics on a wild day of trading

December 26, 2018

To say that U.S. stocks trading has been odd this week seems like an understatement. All three major U.S. indexes gained at least 4 percent on Wednesday. That's the first time that's happened since 2011. The Dow Jones Industrial Average and...

U.S. stocks surge in best rally since March 2009

December 26, 2018

U.S. stocks staged one of the biggest rallies of the 9 1/2 year bull market after coming within points of seeing it end, with major indexes surging at least 4.9 percent. Crude jumped almost 10 percent. All but one member of the S&P 500 finished...

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