Read and review commentaries written by Morningstar experts. These observations and insights are specific to Mutual Funds.
Weekly Wrap: Franklin Templeton's Future, Award-Winning Managers, and the Wealth Divide
by Jessica Bebel | 2022-05-20 04:00:00
Editor's Picks4 Questions for Award-Winning Managers
Morningstar's 2022 Investing Excellence Award winners on what makes a great investor, what they've learned from prior market crises, and more.Financial Literacy Alone Won’t Close the Wealth Divide
Financial advisor Phuong Luong urges others in the industry to study financial history and avoid false markers of competence when hiring.4 Warren Buffett Stocks to Buy
These undervalued stocks are among the holdings in Berkshire Hathaway today.When Everything Declines at Once
From the archives: Past correlations are a hazardous guide for the future.Private Markets Offer Sustainable Opportunities
Material risks can be addressed while companies are young.Here’s How to Think About Retirement Income Today
Wh… Full Story
Weighting Bonds by Market Value Isn't as Bad as Some Make It Out to Be
by Daniel Sotiroff | 2022-05-18 04:00:00
A version of this article previously appeared in the April 2022 issue of Morningstar ETFInvestor. Click to download a complimentary copy.Investors have long looked to bonds to control risk in their portfolios. Most bonds are less volatile than stocks and commodities, and their correlations with both asset classes are incredibly low. The same holds for broad bond-market index funds, such as Vanguard Total Bond Market ETF BND, which carries a Morningstar Analyst Rating of Gold.One of the criticisms foisted upon bond indexes, and funds that track them, pertains to how they weight bonds. Weights are typically assigned based on bonds’ market value. Market-value-weighted bond indexes assign the biggest weights to the largest bonds trading at the highest prices. So, the bonds from the institutions that have issued the most … Full Story
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Mutual Funds: Commentary
Commentary
Read and review commentaries written by Morningstar experts. These observations and insights are specific to Mutual Funds.
Weekly Wrap: Franklin Templeton's Future, Award-Winning Managers, and the Wealth Divide
Weighting Bonds by Market Value Isn't as Bad as Some Make It Out to Be
Weekly Wrap: Franklin Templeton's Future, Award-Winning Managers, and the Wealth Divide
Weighting Bonds by Market Value Isn't as Bad as Some Make It Out to Be
American Funds American Balanced: Have Manager Changes Knocked This Fund Off Balance?
Weekly Wrap: Rising Inflation, Tobacco Stock, and Reproductive Rights
These 4 Fund Managers Are Rising Stars
Hello Risk Our Old Friend
What New Management May Mean for Vanguard Wellesley Income
Risk-Management Concerns Ding These Two Equity Strategies
Weekly Wrap: Fed Rate Hikes, Cash Strategies, and Today's Best Stocks
Addressing Common 529 Plan Concerns
3rd Party Research Disclosure /public-16:34:52
Market Data Disclosure