A closer look at Morningstar's new core and core-plus categories
Morningstar recently changed how it classifies intermediate-term bond funds, essentially splitting the category in two. Senior Portfolio Manager Jeffrey N. Given, CFA, discusses the implications for investors.
The opinions expressed are those of the presenter at the time of recording and are subject to change as market and other conditions warrant. The subadvisors’ affiliates, employees and clients may hold or trade the securities mentioned, if any, in this commentary. The information is based on sources believed to be reliable, but does not necessarily reflect the views or opinions of John Hancock Investment Management. No forecasts are guaranteed, and past performance does not guarantee future results.
This material is for informational purposes only and is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise. John Hancock Investment Management and its representatives and affiliates may receive compensation derived from the sale of and/or from any investment made in its products and services.
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Related viewpoints
How do the new Morningstar bond categories affect you?
Morningstar's new bond categories represent a major change for fixed-income investors. We discuss the change and how advisors are positioning clients today.
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Allocations to short duration bond funds may not actually reduce a portfolio's overall risk. See why investors may want to reconsider the role that duration can play in reaching long-term goals.
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