Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio ...

Global fixed-income markets also delivered positive total returns in the fourth quarter of 2025. Read more here.

Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...

The Davenport Asset Management Fixed Income team manages 5 models with oversight by the Investment Policy Committee. Read ...

The investment seeks total return. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income ...

Balancing fixed income with other asset classes, such as equities or alternative investments, can help diversify the portfolio and potentially enhance returns. The specific allocation will depend on ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 investor letter.

The investment seeks to provide long-term total return, which includes income and capital appreciation, while considering capital preservation. Under normal circumstances, the fund invests at least 80 ...

The report examines conditions heading into 2025 and 2026 and argues that markets have adapted more successfully than many ...

On this episode of The Long View, Eric Jacobson, Morningstar’s senior principal for fixed-income strategies, talks about what has changed the entire face of the bond market, passive fixed income, ...