Northern Fixed Income Fund’s total return was 0.99% vs. its benchmark, the Bloomberg US Aggregate Bond Index, which returned ...

Touchstone Strategic Income Fund (Class A Shares, Load Waived) outperformed its benchmark, the Bloomberg U.S. Aggregate Bond ...

The fund has returned 8.00 percent over the past year, 6.08 percent over the past three years, 2.34 percent over the past five years, and 3.73 percent over the past decade. The fund generally invests ...

Morgan Stanley Investment Management (MSIM) announced today the launch of Eaton Vance Preferred Securities and Income ETF (Nasdaq: EVPF), an actively managed ETF that seeks total return and to provide ...

This study analyzes the long-term performance of US active fixed income mutual funds and ETFs across four categories: Aggregate, Government, Corporate and High Yield. While some active funds appear to ...

Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...

Adam Kramer and Rick Gandhi manage a bond fund that posted a higher return than the S&P 500 last year. And it's one of the ...

Discover how a bogey serves as a benchmark for evaluating fund performance and risk characteristics, providing insight into investment comparisons.

This article was written by Vikas Jain, Index Quant Research and Yingjin Gan, Head of Index Research at Bloomberg. Over the past few decades, index-linked (passive funds) have experienced substantial ...