Key Focus Points for Bond-Fund Investors

The crucial data points that fixed-income fund investors must keep on their radar and how to interpret them

Christine Benz 6 July, 2012 | 2:49PM
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Christine Benz: Hi, I'm Christine Benz for Morningstar. Many investors are familiar with how to analyse their equity holdings, but fewer have a comfort level with analysing their bond holdings. Joining me to discuss some key data points to focus on is Eric Jacobson; he is director of fixed-income research for Morningstar.

Eric, thank you so much for being here.

Eric Jacobson: Great to be with you Christine.

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About Author

Christine Benz

Christine Benz  is director of personal finance at Morningstar and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances.