AGG ETF tracks the Bloomberg U.S. Aggregate Bond Index, offering wide U.S. bond market exposure. It includes diverse bonds and uses sampling to emulate the index's performance. AGG has a low expense ...
Most of the largest active bond funds beat their peers in the quarter, while most of the largest index funds lagged. The PIMCO Total Return Fund tied for the top rank among the largest active funds.
Many expect market conditions to remain somewhat similar in 2026, but total returns could struggle to match 2025's ...
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 ...
Despite reassuring bond returns lately, troubles abound in what was once a sleepy haven for risk-averse investors. By Jeff Sommer Jeff Sommer writes Strategies, a weekly column on markets, finance and ...
Anyone familiar with the world of retirement planning and investing understands the importance of bonds. It is not for nothing that the closer you are to retirement, the greater your bond allocation.
Since President Donald Trump's 'Liberation Day' tariffs pushed the U.S. bond market into revolt in April, his administration ...
I recently interviewed my colleague Eric Jacobson for Morningstar’s The Long View podcast. Among other things, we talked about his research into active fixed-income investing, summarized in this ...