We recently published our annual “Mind the Gap” study. You can get a quick synopsis of the study’s key takeaways here, but one of the notable findings is that bond-fund investors once again captured a ...

Performance displayed represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate so that when shares are redeemed, they may be worth ...

For an average investor, high-yield bond mutual funds are the best to invest in bonds rated below investment grade, popularly known as junk bonds. This is because these funds hold a wide range of such ...

The debt securities category will always be the first choice for risk-averse investors because this class of instruments provides a regular income at low levels of risk. Income from regular dividends ...

It’s even more apparent when we express the gap as a percentage of total return, which I’ve done in the chart below. In summary, bond-fund investors captured around half of their funds’ total returns, ...

TCW MetWest Total Return Bond Fund I-Class fell 3.60% net of fees in the final quarter of 2024 to trail the Bloomberg U.S. Aggregate Bond Index by 54 bps, while the full year return of 1.05% was 20 ...