Which Bond Fund?
Sweater
04-17-2008, 3:54 PM | Post #2509199 |
4 Replies
Looking for a solid bond fund that will consistenly beat CD returns. The bond fund will be a beneficiary IRA with the minimum required distributions taken out each year. Bond will be > 55K and <60K. Time horizon for liquidation is 10 to 15 years. Opinions/thoughts are welcomed.
Recently was suggested going to a balanced fund instead?
Any thoughts suggestions?
Thank You.
Re: Which Bond Fund?
04-17-2008, 4:14 PM | Post #2509208
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Some alternatives:
1. LSBRX/LSBDX = IMO, the best bond fund manager out there. Only problem: Lead mgr Dan Fuss is getting pretty old. Its the only OEF bond fund that I own.
2. A combo: TIP + BWX = Global sovereign bonds.
3. OAKBX: A great balanced fund. They worry as much about risk of a 'drawdown' in NAV as they do about beating the other guys.. A big plus IMO. Excellent returns too, given they have had about 30-35% of the portfolio in Treasuries most of the time.
4. Runner-ups: T Rowe Spectrum income fund; Vanguard Wellesley. Vanguard Wellington.
Good hunting.
Re: Which Bond Fund?
04-18-2008, 8:40 PM | Post #2509562
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Dan Fuss is 74 yrs old, I believe. I'm not concerned (yet). LSBDX is a significant part of our Trad Ira's. I noticed at their recent teleconference, his female associate handled it. Obviously, Loomis Sayles is starting to groom others to eventually replace him.
Re: Which Bond Fund?
04-23-2008, 9:07 PM | Post #2511168
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Test to determine if website is faster?
Re: Which Bond Fund?
04-25-2008, 2:57 PM | Post #2511678
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Looking for an ETF which contains convertible preferred securities. Any suggestions?
Thanks