Which Bond Fund?

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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.

Related Topics balanced bonds distributions funds horizon

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Re: Which Bond Fund?

pining4Lenore 04-17-2008, 4:14 PM | Post #2509208

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.

Related Topics NAV fund managers best bond Vanguard Wellesley Vanguard Wellington

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Re: Which Bond Fund?

ronstaug 04-18-2008, 8:40 PM | Post #2509562

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.