A version of this article was published in the November 2015 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here. Flaw of Averages Duration, by itself, is a crude ...

Bond math isn’t always intuitive, but a basic understanding of it lies within most investors’ grasp and can help them stay the course in turbulent markets. From 2021 to 2022, for example, the ...

Rising interest rates have led to higher yields for cash-replacement funds. MINT is one such fund, sporting a good 5.4% yield to maturity / forward yield. An overview of the fund follows. This idea ...

When investing in debt mutual funds, one of the most important — and often misunderstood — indicators is Yield to Maturity (YTM). For many investors, YTM is just a number on a factsheet. But ...

Interest rates have skyrocketed YTD, leading to wild swings in bond fund yields. Yields can be measured in several different ways too, which further complicates matters. Thought an article looking at ...

What Is the Term to Maturity? The term to maturity is a crucial concept in the finance world, primarily associated with bond investments. It refers to the time remaining for a bond or any other ...