Compared with other funds in the Intermediate Core Bond Morningstar Category, this fund has been consistently sensitive to interest-rate changes over the past few years. Opening the analysis to ...

As of 12/31/2024, the Putnam Short Duration Bond Fund’s Class Y and Class A shares received a 4 star overall Morningstar ...

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

Funds with a low downside-capture ratio tend to hold up better during market selloffs, he said, making them good diversifiers. However, Kinnel cautioned, “A low downside-capture ratio doesn’t always ...

The active versus passive debate is a long-standing one, in which active bond managers have had more success than their ...

Investor interest in lower-cost funds fueled the downward trend in average equity mutual fund expense ratios in 2024, a new report from the Investment Company Institute shows. The report, Trends in ...