Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
Morgan Stanley to Pay $3.3M Over Puerto Rican Bonds
By Janet LevauxA regulatory panel cited the wirehouse's failure to share documents concerning "a key employee" with investors and their lawyers.
July 03, 2019
Bond Funds Drift Into Risky Debt, Adding to Angst Over LiquidityMany relatively straightforward U.S. bond funds have increased their holdings of lower-rated bonds, emerging-market debt and other securities to juice returns.
June 25, 2019
When Will the Next Recession Come? 2 Factors to WatchSchwab strategists, including Liz Ann Sonders, discuss what investors should be watching now.
June 25, 2019
Natixis Funds Saw Record Asset Drop on Day of Morningstar ReportThe decline started when Morningstar suspended its rating on the firm's Allegro fund over concerns about illiquidity.
June 10, 2019
Don't Expect Active Funds to Outperform When Market DropsAn S&P Dow Jones Indices report finds that few active mutual funds outperform on a risk-adjusted basis over time.
May 24, 2019
Muni-Junk Titan Nuveen Starts Fund to Take Advantage of DefaultsNuveen is among the biggest investors in high-yield muni bonds; closed-end fund prospectus registered Thursday with the SEC.
May 03, 2019
BlackRock Is Winning at Making Less Money From ClientsThe iShares Broad USD High Yield Corporate Bond ETF added a record $368 million Thursday, after discreetly slashing its fee in March.
May 02, 2019
FINRA Fines AXA Advisors Over 401(k) MisrepresentationsAXA misrepresented that certain bond funds in the plans were "investment-grade" when they were largely high-yield or junk bonds.