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Top related persons:
Paul Olmsted - 2 Olmsted - 2 Morningstar - 1 Arvind Narayanan - 1 Narayanan - 1 VFIDX - 1 Alina Golant - 1 Golant - 1
Top related locs:
Detroit Morningstar Treasurys Occidental
Top related orgs:
Morningstar - 2 Federal Reserve - 2 Vanguard's - 1 Fund - 1 SEC - 1 Oppenheimer - 1 Vanguard - 1 Credit Bond - 1

Search resuls for: "Morningstar's Olmsted"


2 mentions found


☆ Investors seeking a high-quality bond fund can find one in this 'solid' offering, says Morningstar
  + stars: | 2023-12-15 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
By contrast, the other intermediate-term fund on the Morningstar FundInvestor 500 list, PIMCO Investment Grade Credit Bond fund, has more than 10% in high yield, according to Morningstar. "That's why having that exposure to investment grade corporate bonds … at this point in the cycle is a tremendous value," he added. Meanwhile, the assets in the fund that are high yield are what Narayanan calls high quality, "mispriced securities." Those are the types of names that have recently been upgraded back into the investment grade space," he said. "We tend to use that capacity in high yield to add to those types of issuers before the upgrade, anticipating the upgrade."
Persons: Morningstar, Paul Olmsted, Olmsted, Arvind Narayanan, Narayanan, VFIDX Organizations: Vanguard's, Fund, SEC, Morningstar, Oppenheimer, Vanguard, Credit Bond, CNBC Fed Survey, Fitch, Occidental Petroleum, Federal Reserve Locations: Detroit, Morningstar, Treasurys, Occidental
☆ Some riskier income funds yield more than 8%. Just the time for investors to be vigilant
  + stars: | 2023-10-10 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
High yield bond funds tout sweet yields, but swirling concerns around the economy are spurring questions on how much longer the income party will last. Consider that the 30-day yield on the SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) is 8.78%. Indeed, the Morningstar U.S. high yield bond index has a year-to-date total return of 4.61%, compared to the -1.29% total return on Morningstar's U.S. corporate bond index . Consumers are also a focal point when it comes to the economic outlook, according to Peter Higgins, head of fixed income and senior fixed income portfolio manager at Shelton Capital Management. Being selective about risk UBS is neutral on high yield overall, but positive on short-dated high yield paper of good quality companies.
Persons: Paul Olmsted, Olmsted, Alina Golant, Golant, Peter Higgins, Dow Jones, Shelton's Higgins, Morningstar's Olmsted, Michael Bloom Organizations: Investors, Federal Reserve, Morningstar U.S, Morningstar's, Morningstar, UBS, Shelton Capital Management
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