Inside five new fund categories

Article Abstract:

Morningstar rolls out five new fund categories to better assess three fast-growing strategies such as Inflation-protected Bond Funds, Long-short funds, and Target-date funds. A preview of these strategies is outlined and the favorite funds from each new category are listed. Some of these strategies include Harbor Real Return HARRX, Merger Fund MERFX, Vanguard Intl-Prot Secs VIPSX, and Vanguard Target Rtmt 2025 VTTVX.

United Kingdom, Financial Services, Finance and Insurance, DEPOSITORY INSTITUTIONS, Services information, Methods, Financial services industry, Services, Morningstar Inc.

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These three bond funds court substantial risk

Article Abstract:

Eaton Vance Income Fund of Boston, Payden Emerging Markets Bond Fund and Vanguard Long-Term U.S. Treasury are the three bond funds that court substantial risk. It is recommended that investors should think twice before adding these funds to their portfolios.

Bond funds, Eaton Vance Income Fund of Boston, Vanguard Long-Term U.S. Treasury Portfolio

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Watch out for tax liabilities at these funds

Article Abstract:

Some of the funds that should be watched out for tax liabilities are described. Bjurman, Barry Micro-Cap Growth, Bridgeway Ultra-Small Co. Market and Vanguard Energy are some of the funds that are less attractive for taxable accounts.

Investment Offices, Taxes, Mutual Fund Mgmt Companies, Taxation, Mutual funds

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