This guide covers the basics of putting your investing house in order, starting with your risk capacity and risk tolerance.

Fixed income investments play a crucial role in retirement planning and offer several key advantages that make them essential components of a well-rounded retirement portfolio.

For example, a risk-averse investor may choose to invest 60% in fixed-income products and 40% in equities, while a more aggressive investor may have 20% in fixed-income securities and 80% in equities.

As fixed income investors seek clarity beyond surface-level valuation, we look at price transparency measures and how they ...

To mitigate risk, we allocated 30% of his portfolio to fixed-income securities, focusing on a mix of government and investment-grade corporate bonds. This reduced overall volatility while ...

And look how well fixed income held up when equities were selling off in March and April this year. So far in 2025, bonds have done their job as diversifiers and portfolio ballast.

For more information on the Fund, contact shareholder services at (866) 270-7788, by email at [email protected], or through the Closed-End Funds section of virtus.com. Fund Risks ...

Yet, between 2015 and 2024, fixed-income funds and exchange-traded funds captured nearly $5 trillion in global flows. Their equities-focused counterparts brought in “just” $2.7 trillion.

CalSTRS’ investment committee portfolio risk report in November showed that WAMCO represented the pension fund’s largest fixed-income relationship, running 2.8% of its bonds portfolio.

In terms of risk, the bond portfolio would have outperformed the S&P 500 in every risk measure. It has a higher probability of returning a positive return (1.00 v. 0.50), beating inflation (0.51 v ...

The iShares Preferred & Income Securities (PFF), the largest in this space, has its portfolio primarily in three distinct credit buckets - about half in BBB-rated securities, 20% in BB-rated ...

Bonds are back in favor with investors seeking safety in bear market and recession watch conditions, and more investors are choosing actively managed fixed-income ETFs. That's despite decades of ...