© 2020 Arizent. All rights reserved.
Data & Research
Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.
March 13
The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5
The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.
February 20
The average fee was nearly 20 basis points higher than the top-performer.
February 13
Multiple rate hikes by the Fed last year contributed to less-than-stellar results.
February 6
The funds are also some of the lowest-duration products in the market.
April 1
“Recent further Fed action from COVID-19 seems to put another layer on a near-40-year bond bull market,” an expert says.
March 26
Five of the top seven performers this year carry AA ratings.
March 23
Funds with higher risk profiles — high-yield and emerging markets — are now paying the price.
March 17
Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.
February 26