Thrivent Municipal Bond Fund matched the 1.56% total return of the Bloomberg Municipal Bond Index for the fourth quarter of ...

Unlike corporate bonds or Treasurys, most municipal bond funds pay income that's exempt from federal income tax, and certain ...

Nomura Tax-Free USA Fund Institutional Class shares underperformed the Fund's benchmark by 87 bps, returning 0.69% vs. 1.56% ...

In Bonds, Benchmarks, and Index Funds, Morningstar director of manager research Alec Lucas lays out the case for active fixed-income funds. His team’s research shows how the makeup of the bond market ...

The investment seeks total return that corresponds with the total return of the Bloomberg U.S. 1-3 Year Government/Credit Bond Index. The fund invests at least 80% of its assets in bonds within its ...

Among actively managed mutual funds and exchange-traded funds, 38% beat their passive counterparts, down from 42% in 2024, ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. In investing’s age-old active versus ...

<img src="https://public.flourish.studio/visualisation/24782951/thumbnail" width="100%" alt="chart visualization" /> Processing Content ...

Fidelity is among the lowest-cost providers of mutual funds thanks in large part to their sheer scale, sure, but you can thank the simplicity of index funds, too. Index funds don't require a team of ...

Fidelity's reputation has largely been built on the back of its well-run actively managed mutual funds. But Fidelity's index funds should get some respect, too. At a time when prices on just about ...

When financial markets look uncertain, short-term and ultrashort bond funds can provide a place for investors to park their money as they wait for market improvements. Morningstar fund reporter Gabe ...