Why Total Return Bond Funds
As promised, in this newsletter, we will discuss total return bond funds in more details. For people who need more background on these portfolios (Fixed Income Bond Fund Portfolios), please refer to
- September 15, 2014: Equity And Total Return Bond Fund Composite Portfolios
- April 21, 2014: Total Return Bond Investing In The Current Market Environment
- June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages
Briefly, these portfolios work as follows: they select one or two top performing funds from a list of candidate funds monthly (without violating the minimum holding period requirement for a brokerage). The candidate fund list consists of a dozen or so total return (multi-sector) bond funds. These candidate funds should be managed by managers who have won at least once the Morningstar’s Fixed Income Manager of The Year award.
Three Layers of Selection
The reason we feel comfortable with such an approach is that in essence, these portfolios go through three layers of selection in investing in bonds (fixed income).
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