Total Return Bond Fund Portfolios In A Volatile Period
In MyPlanIQ, we advocate using Total return bond funds that are managed by managers who have won coveted Morningstar Fixed Income Manager of The Year award as candidate funds for the fixed income (bond) part of one’s portfolio. We have written many articles on this:
- June 15, 2015: Giving Up Bonds?
- September 22, 2014: Why Total Return Bond Funds?
- April 21, 2014: Total Return Bond Investing In The Current Market Environment
- June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages
Investors can also find total return bond fund based portfolios on our Brokerage Investors page. Total return bond funds are supposed to be bedrocks in a volatile period like this one. Below, we first review how these funds performed in 2015.
Total Return Bond Fund Performance in 2015
The following table shows the funds used as candidate funds in our total return bond fund brokerage specific portfolios:
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