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The US bond market is having a good year: The Morningstar US Core Bond Index was up nearly 5% during the first quarter of 2025. “Unsettled by the DeepSeek AI disruption, major policy uncertainty ...
Sources: Morningstar Indexes and Morningstar Direct Asset Flows. Data as of Feb. 28, 2025. Ultrashort Bond. Investors have poured into funds and ETFs in the US ultrashort bond category, including ...
The British government's U-turn on its proposed welfare reform now means finance minister Rachel Reeves is at risk of busting ...
The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...
See Morningstar Defensive Bond Fund (MSTBX) mutual fund ratings from all the top fund analysts in one place. See Morningstar Defensive Bond Fund performance, holdings, fees, risk and other data ...
Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under ...
The bond index funds on the list all land in one of Morningstar's broad bond categories and have an analyst-assigned percentage equaling at least 80% as of Oct. 11.
Thrivent Multisector Bond Fund had a net return of 1.66% in the first quarter, which underperformed Morningstar’s Multisector ...
A bond slump days earlier helped push Trump to delay some tariffs. A selloff hit U.S. Treasury bonds on Friday, sending yields above levels reached two days earlier when they helped trigger ...
NYLI MacKay High Yield Muni Bond Fund underperformed Bloomberg High Yield Municipal Bond Index and Bloomberg Municipal Bond ...
The market's forward earnings multiple, as measured by Morningstar's US Market Index, has ballooned from 13.9x to 22.5x from 2023 to 2024, according to Morningstar data sent to BI.
Companies and governments issue bonds to fund their day-to-day operations or to finance specific projects. When you buy a bond, you are loaning your money to the issuer for a certain period of time.