Morningstar

“I do believe that clients sometimes get too caught up in expense ratios,” an expert says.

“This market environment is a very good one for investors to do a self-awareness check,” an expert says.

“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.

The funds are also some of the lowest-duration products in the market.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

“Recent further Fed action from COVID-19 seems to put another layer on a near-40-year bond bull market,” an expert says.

Morningstar finds that active managers have left a lot to be desired.

Five of the top seven performers this year carry AA ratings.

Funds with higher risk profiles — high-yield and emerging markets — are now paying the price.

With more than $80 billion in combined assets under management, the winners have started out the year with a loss.