All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) offers a 4.5% yield through investment-grade bonds. With $8.6 billion in ...

Catch up on fixed income: expert views on income strategies, market outlook & municipals in a moderated session with Aberdeen ...

Vanguard's Target Retirement Funds generally allow for very low minimums of just $1,000 (compared to $3,000 for most of its ...

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 ...

When a traditionally diversified portfolio makes fixed income one of its biggest bets, it’s worth asking what risks it’s trying to hedge and what returns it still expects to earn.

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 ...

Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?

“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 ...

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 ...

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 ...