Each of the 10 largest active bond funds beat their category averages in 2025, while six of the 10 largest bond index funds outperformed. PIMCO Total Return Fund and PIMCO Income Fund held the highest ...
Morningstar’s Guide to Active Fixed-Income Investing lays out the case for active bond funds. In short, the complexity and inefficiencies of the bond market spell opportunity for skilled portfolio ...
Columbia Bond Fund Institutional Class shares returned 1.04% for the period ended December 31, 2025. The portfolio’s duration ...
Other professional investors use passive funds as low-cost defensive ballast. While stocks can offer long-term growth, having ...
Stock and bond funds with lower fees are outperforming their more expensive category peers, according to new research from Morningstar. Over the past decade, the return difference between the cheapest ...
The DoubleLine Total Return Bond fund falls within Morningstar’s intermediate-term bond category. Intermediate-term bonds are those with maturities in the three- to 10-year rang ...
The Loomis Sayles Bond fund is heavy on the corporate bond side but offers some flexibility within lower grade names and even equities. As of ((UNHANDLED TYPE: NoneType for 'None')), the fund has ...