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 ...

The hybrid index is rebalanced monthly, automatically restoring the target allocation between equities and bonds ...

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 ...

Fidelity's reputation has largely been built on the back of its well-run actively managed mutual funds. But Fidelity's index funds should get some respect, too. At a time when prices on just about ...

Summary: The best Fidelity mutual funds offer investors a low-cost way to diversify their portfolios. They also allow for active management with a solid track record or a more hands-off approach with ...

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 ...

"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 ...

If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several tax-sheltered ...