Analysts at Kiplinger and Morningstar highlighted several top performers for the year:
: Favored for its low fees and high-quality (single-A) holdings, offering a conservative play in a rising-rate environment.
: Recommended for its ability to navigate rising rates by holding asset-backed bonds, such as private mortgages.
: Despite rising rates, long-term U.S. Treasury bonds returned 8.5%, significantly outpacing short-term bonds, which returned only 0.7%.
: Noted for its strategy of identifying undervalued bonds by out-analyzing traditional rating agencies.
: A top choice for high-bracket investors, providing municipal bond exposure with an average credit quality of double-A.
Analysts at Kiplinger and Morningstar highlighted several top performers for the year:
: Favored for its low fees and high-quality (single-A) holdings, offering a conservative play in a rising-rate environment.
: Recommended for its ability to navigate rising rates by holding asset-backed bonds, such as private mortgages.
: Despite rising rates, long-term U.S. Treasury bonds returned 8.5%, significantly outpacing short-term bonds, which returned only 0.7%.
: Noted for its strategy of identifying undervalued bonds by out-analyzing traditional rating agencies.
: A top choice for high-bracket investors, providing municipal bond exposure with an average credit quality of double-A.
