With interest rates falling, bond investors need to be more selective with fixed-income funds if yield is a priority.

BBHY, BKLN, and JAAA offer different fixed-income strategies, with yields ranging from 4.95% to 7.79%, varying fees, and differing credit quality and recession exposure.

Most investors consider equities to be risky, fixed-income instruments to be conservative, and cash to be completely safe. However, this perspective can be misleading, particularly when the ...

While the long-term bond Morningstar Category posted solid returns for the year to date through June 2025, investor sentiment told a different story. The category experienced more than $9 billion in ...

Performance data quoted represent past performance and are no guarantee of future returns. Current performance may be lower or higher than the performance data quoted, and current performance ...

The fixed income market has been challenging to navigate over the past couple of years as supply shocks have pushed yields ...

The investment seeks to provide total return, consisting of both current income and capital appreciation. In seeking to achieve the fund’s investment objective of total return, the fund invests in ...

“Stocks get the pixels, bonds get the dollars,” wrote my colleague Sylvester Flood in Morningstar’s Global Fund Flows report earlier this year. It’s a paradox, to be sure. For years, a ...

The mutual fund industry is seeking tax parity because fixed-income (debt) mutual funds are taxed less favourably than equity mutual funds ...