…value: A study from Morningstar showed that “funds with lower expense ratios have historically had a higher probability of outperforming other funds in their category—in terms of relative total return,…
Search Results for: low-volatility funds
Value Veteran Dreifus Balks At Banks
…believed were immune to volatility or bear markets, alongside excessive government spending, oil price spikes, and inflation just like today. When that market bubble burst, the recovery was long and…
The End of Value Winter
…rebounded from the pandemic, loosening growth stocks’ long reign, and has become more attractive as interest rates rise and more value-oriented companies offer a lower carbon footprint. Whereas “growth style…
Japanese Yen’s Drop Could Indicate Market Trouble
The Japanese yen has dropped 12% against the U.S. dollar so far in 2022 to hit a 20-year low. That could be a risk to markets far beyond Tokyo, such…
The Market’s Future Ain’t What It Used To Be
…Capital Management who recently published the book Investing Amid Low Expected Returns. With assets at record highs, future returns will obviously be lower. Even if the market continues to go…
Baird Portfolio Manager Wins Morningstar’s Top Prize
…manages several funds at Baird, including the Baird Aggregate Bond fund ($36.2 billion), the Baird Core Plus Bond fund ($25.9 billion), the Baird Short-Term Bond fund ($10.3 billion) and the…
A Stock Market Decline Shouldn’t Ruin Your Retirement
…sure you’ve allocated a healthy amount to lower-volatility fixed-income assets, like bonds and cash. This will give your portfolio more stability to weather any volatility that comes your way. Additionally,…
Few Bright Spots For The Worst Bond Quarter In Years
…investors have yanked $87 billion from bond mutual funds and ETFs in this year’s first quarter—the biggest outflow since the same period of 2020, the article reports. There wasn’t a…
Why Are Economists Worried When The Economy Is Booming?
…the economic recovery: low-wage workers and Black Americans, whose unemployment rate, while low at 6.2%, was still almost double that of White Americans. And while it can be a tricky…
Can Your Bond Fund Keep Up With The Fed?
…the current climate. “Compare your fund’s duration with that of its benchmark to confirm they are close,” he says, and avoid long-term bond funds, which have durations of 7 to…