Inside five new fund categories

Article Abstract:

Morningstar rolls out five new fund categories to better assess three fast-growing strategies such as Inflation-protected Bond Funds, Long-short funds, and Target-date funds. A preview of these strategies is outlined and the favorite funds from each new category are listed. Some of these strategies include Harbor Real Return HARRX, Merger Fund MERFX, Vanguard Intl-Prot Secs VIPSX, and Vanguard Target Rtmt 2025 VTTVX.

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These three bond funds court substantial risk

Article Abstract:

Eaton Vance Income Fund of Boston, Payden Emerging Markets Bond Fund and Vanguard Long-Term U.S. Treasury are the three bond funds that court substantial risk. It is recommended that investors should think twice before adding these funds to their portfolios.

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Watch out for tax liabilities at these funds

Article Abstract:

Some of the funds that should be watched out for tax liabilities are described. Bjurman, Barry Micro-Cap Growth, Bridgeway Ultra-Small Co. Market and Vanguard Energy are some of the funds that are less attractive for taxable accounts.

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