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Morningstar - 2 Baird - 1 Mary Ellen Stanek - 1 Stanek - 1 hasn't - 1 we've - 1 Paul Olmsted - 1 Olmsted - 1
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Morningstar - 2 Baird Advisors - 1 CNBC - 1 Bond Fund - 1 Institutional - 1 SEC - 1 Investor - 1 Bloomberg U.S - 1

Search resuls for: "Intermediate Bond Fund"


2 mentions found


☆ This top investor delivers outperformance with her five-star Morningstar rated bond funds. Here’s how
  + stars: | 2024-04-16 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
That success can be seen in funds like the Morningstar five-star, gold-rated Baird Aggregate Bond Fund . BAGSX 1Y mountain Baird Aggregate Bond Fund, investor shares Since BAGIX's inception in 2000, it has seen a 4.74% annualized gain through March 31, 2024, according to Baird. The team runs a number of fixed income funds in addition to the Baird Aggregate Bond Fund, including the Morningstar five-star rated Baird Intermediate Bond Fund. The product was one of the top performing actively managed bond funds in 2023, according to Morningstar. With the yield curve still inverted, short-term term Treasury bills are yielding over 5%.
Persons: Baird, Mary Ellen Stanek, Stanek, hasn't, Morningstar, we've Organizations: Baird Advisors, CNBC, Bond Fund, Institutional, SEC, Investor, Bloomberg U.S, First Wisconsin Trust, Treasury, Bond, Morningstar, Pensions, Investments, AAA, MBS
☆ Active bond funds outperformed their passive peers in 2023, Morningstar says. These are top performers
  + stars: | 2024-03-20 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
Overall, actively managed mutual funds and exchange-traded funds fell short of passive funds, with 47% of active strategies surviving and beating their index-following peers, according to Morningstar. However, actively managed funds outperformed in the bond category. About 53% of active bond managers survived and beat the passive average in 2023, up from 30% in 2022, the research firm said in a recent report . Intermediate core bond funds largely invest in investment-grade debt, spanning from government issues to corporates. Core bond funds have also held up in recessions, thanks to their diversification across fixed income and duration.
Persons: Morningstar, Paul Olmsted, Olmsted, Olmstead, It's Organizations: Morningstar, Vanguard, Bond Market, Aggregate Bond, Intermediate Bond Fund
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