https://www.nasdaq.com/articles/these-unsung-funds-soared-18-pay-tax-free-dividends-2020-01-16
These Unsung Funds Soared 18%, Pay Tax-Free Dividends
-Today IaEURtmm going to show you how one lucky group of investors nailed a once-in-a-lifetime shot at a huge, tax-free dividend stream and a quick 18% gain, too!
Well, not exactly aEURoeonce-in-a-lifetime.aEUR Because this opportunity is still waiting for you todayaEUR"you just need to know how to tap it.-

https://news.yahoo.com/10-best-etfs-buy-2020-175104228.html
10 Best ETFs to Buy for 2020
Jeff Reeves
U.S.News & World ReportJanuary 15, 2020, 11:51 AM CST
A variety of ETF choices.
Based on the 29% returns for the benchmark S&P 500 index of large U.S. stocks in 2019, chances are that last year was very good to your investments. However, what worked previously on Wall Street often does not continue to work tomorrow. That means it's important to take an objective look at your goals instead of being complacent and sticking with the same holdings. If you're looking to make a change or simply looking to reinforce an existing investment strategy, here are the 10 best exchange-traded funds, or ETFs, for 2020 that collectively offer a wide variety opportunities.
Best ETFs to buy for 2020:
-- SPDR S&P 500 ETF (SPY)
-- iShares Russell 1000 Growth ETF (IWF)
-- Vanguard Value ETF (VTV)
-- Schwab U.S. Dividend Equity ETF (SCHD)
-- iShares Edge MSCI Minimum Volatility USA ETF (USMV)
-- Vanguard FTSE Developed Markets ETF (VEA)
-- Vanguard FTSE Emerging Markets ETF (VWO)
-- iShares Core U.S. Aggregate Bond ETF (AGG)
-- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
-- SPDR Gold Trust (GLD)

If you are willing to take on a slight interest rate risk, you can consider Vanguard Short-term treasury index, VSBSX.

https://investor.vanguard.com/mutual-funds/profile/VSBSX

Duration is 1.9 years, SEC yield 1.56% and ER 0.07%.
Certainly there is less credit risk as compares to corporate debts.

I've used two for some time now, MGGPX a world fund and GLFOX a sector fund mentioned by WABAC which M* categorizes as a US Infrastructure fund but it's mostly not. I would love to hear the logic behind that placement.

It's mostly foreign, and classified as an infrastructure sector fund based in the US, just as MGGPX is a US Fund World Large Stock fund, i.e. a US based global fund.

What types of firms do infrastructure funds invest in?
Infrastructure funds primarily invest in energy, industrial, utilities, and telecom firms that hold long-duration assets that generate stable cash flows. Examples include toll road operators, pipeline firms, airports, cell tower owners, and electric and gas utilities.
What are the general traits of infrastructure funds?
Prior to the creation of the infrastructure category, most of the funds were classified as world-stock funds. Typically, these funds have about a 30% to 50% allocation in U.S. stocks with the remainder invested in firms domiciled in the developed world. These funds, on average, tend to exhibit lower beta relative to the market.

https://www.morningstar.com/articles/751882/growing-fund-choices-spur-4-new-categories

DODFX vs HFQTX depends on whether you're investing in a tax-sheltered account (where you're losing the benefit of the foreign tax credit) or in a taxable account.
In a taxable account, one pays a cost for the Janus fund's frenetic trading (142% turnover ratio).
Comparing the tax adjusted returns for HFQIX (a lower cost, longer lifetime share class) with DODFX:

       DODFX    HFQIX
1 yr   21.06%   18.12%
3 yr    6.76%    4.11%
5 yr    2.88%    2.63%
10 yr   4.95%    4.46%

All figures as of 12/31/19
http://performance.morningstar.com/fund/tax-analysis.action?t=DODFX
http://performance.morningstar.com/fund/tax-analysis.action?t=HFQIX

D&C is a good shop but I never used their funds because I found better choices. They also take an extra risk and when markets don't do well they lose more.
DODLX vs PFORX (chart)
DODBX vs PRWCX (chart)
DODGX vs VFINX (chart)
DODFX vs HFQTX (chart)

Pimco Real Return PRRIX provides worthwhile inflation-protected bond exposure, which can help preserve purchasing power in retirement. By Miriam Sjoblom, (CFA) for M* ,Jan 16, 2020
"Despite some noteworthy team turnover, Pimco Real Return's experienced management team and extensive supporting cast of global-bond specialists continue to give it an edge in the inflation-linked bond arena. Given the importance of low fees in this competitive field, the fund's cheapest institutional share classes earn Morningstar Analyst Ratings of Silver and Bronze, while its remaining shares are rated Neutral."
Article Here

@davidrmoran, Thanks, I got in incognito. I’ve considered subscribing to Barron’s, but time-wise and money-wise it would mean cutting out the FT. Tough decisions.
Excellent article by Lewis. Yes, DODLX sports above average returns and a below average ER (.45%). Like all D&C funds, it’s essentially managed by a committee. Article quotes Lucy Johns, one of the fund’s seven managers: “ ‘It’s truly a collaborative culture and not a star system.‘ “ Other points to take away: Like DODIX, this fund adheres to a shorter bond duration (3.3 years) than other funds in its peer group. (D&C has long been cautious about current low interest rates.) Article notes the 20% restriction on junk bonds and the fund’s small selective exposure to EM. By and large, this fund hews toward investment grade paper.
I love D&C, although I have more invested with TRP. The two houses’ approaches are quite dissimilar: TRP is publicly owned. D&C is privately owned. TRP offers well over 100 funds. D&C offers just 6. While Price doesn’t “trumpet” star managers, it doesn’t exactly eschew the practice either (David Giroux being one example). To me, D&C has always represented “stodgy and boring.” I kind of like it that way,

@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR fully, but for taxable bond funds, the tax impact is tied to one's specific tax situation / tax rate and whether they are close to a breakpoint in tax brackets. The tax impact of interest / dividends for someone in the 15% tax bracket is different than for someone in the 22% bracket or higher. State and local taxes also need to be considered to get a full picture. Seems like TCR is more a relative vs. absolute measure and one needs to do further due diligence to get the full picture for their particular situation.

This M* widget at the dinky linky seems to be designed for comparing individual bonds, but I don't see why it wouldn't work for funds. It allows you to enter your Federal and State tax rates. I used the latest

SEC yields for the funds I was comparing when I looked into adding a taxable bond fund to my taxed account.
dinky linky.

Sec yield is not an accurate number.
Example: PIMIX sec yield for a couple of years is under 3.5% and PIMIX continues to pay about 5.5% annually.

@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR fully, but for taxable bond funds, the tax impact is tied to one's specific tax situation / tax rate and whether they are close to a breakpoint in tax brackets. The tax impact of interest / dividends for someone in the 15% tax bracket is different than for someone in the 22% bracket or higher. State and local taxes also need to be considered to get a full picture. Seems like TCR is more a relative vs. absolute measure and one needs to do further due diligence to get the full picture for their particular situation.

This M* widget at the dinky linky seems to be designed for comparing individual bonds, but I don't see why it wouldn't work for funds. It allows you to enter your Federal and State tax rates. I used the latest SEC yields for the funds I was comparing when I looked into adding a taxable bond fund to my taxed account.

dinky linky.

@WABAC: Yes, that calculator works for many situations. It does not account for Qualified Dividends which are taxed at a lower rate than ordinary dividends (0% for lower tax brackets). Some taxable bond funds hold assets which qualify for Qualified Dividend tax treatment but that info is not readily available nor factored into most calculators. While I have used the M* calculator or similar ones, for my situation, I have often found the best assessment is found by doing what if scenarios in tax software, like TurboTax, or one of the many tax estimators available online because there can be many moving parts and interactions in the tax calculations that the simple calculator does not address. At least that has been the case for my situation. As always, your mileage may vary.
Also, using SEC yield vs distribution yield in the calculator will provide quite different results because they are calculated differently. This investopedia article discuss the differences between the two ways of calculating yield.
https://www.investopedia.com/terms/d/distribution-yield.asp

@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR fully, but for taxable bond funds, the tax impact is tied to one's specific tax situation / tax rate and whether they are close to a breakpoint in tax brackets. The tax impact of interest / dividends for someone in the 15% tax bracket is different than for someone in the 22% bracket or higher. State and local taxes also need to be considered to get a full picture. Seems like TCR is more a relative vs. absolute measure and one needs to do further due diligence to get the full picture for their particular situation.

This M* widget at the dinky linky seems to be designed for comparing individual bonds, but I don't see why it wouldn't work for funds. It allows you to enter your Federal and State tax rates. I used the latest SEC yields for the funds I was comparing when I looked into adding a taxable bond fund to my taxed account.
dinky linky.

"perrywinkle">@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR fully, but for taxable bond funds, the tax impact is tied to one's specific tax situation / tax rate and whether they are close to a breakpoint in tax brackets. The tax impact of interest / dividends for someone in the 15% tax bracket is different than for someone in the 22% bracket or higher. State and local taxes also need to be considered to get a full picture. Seems like TCR is more a relative vs. absolute measure and one needs to do further due diligence to get the full picture for their particular situation.
perrywinkle, I really don't have anymore information about M* calculations than what is posted above in the M* definition. I assume the TCR varies in importance, depending on your own personal tax situation, which is hard to generalize about.

from @JohnN link...

The 25 Best Low-Fee Mutual Funds to Buy in 2020
25-best-low-fee-mutual-funds-to-buy-2020
Fidelity International Growth = FIGFX
Oakmark International = OAKIX
Baron Emerging Markets = BEXFX
AMG TimesSquare International Small Cap Fund = TCMPX

Google.com/finance although you may need gmail acct
I do research on my funds etf as and stocks using schwab research [we have brokerages acct w Schwab] although I as very biased toward and usually buy indexes
Lots funds mentioned here are very good that are recommended by mfo readers, but sometimes fees are too high (more than 1%annual) or they have preload 5s% (or after loads) and don't do well 10 yrs compared simple indexings

@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR fully, but for taxable bond funds, the tax impact is tied to one's specific tax situation / tax rate and whether they are close to a breakpoint in tax brackets. The tax impact of interest / dividends for someone in the 15% tax bracket is different than for someone in the 22% bracket or higher. State and local taxes also need to be considered to get a full picture. Seems like TCR is more a relative vs. absolute measure and one needs to do further due diligence to get the full picture for their particular situation.

Bingo. There is no more 15%. It goes 10,12,22,24,32,35,37.
Most USA households will be at 22% and under because MARRIED FILING JOINTLY is up to $186.4K and especially retirees with lower income at retirement compared to when they used to work.
Let's see how it works in reality. If we compare MWCRX to VCFAX for 3 years. Looking at M* tax tab (link)
Performance pre-tax MWCRX 3.5% VCFAX 5.7%
Performance after-tax MWCRX 2.3% VCFAX 3%. The after tax numbers are way off for tax bracket 10,12,22 and even 24 which goes to $321.45K for Fed income
The above means that the difference between MWCRX to VCFAX is not only 0.7% but much higher.

@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR fully, but for taxable bond funds, the tax impact is tied to one's specific tax situation / tax rate and whether they are close to a breakpoint in tax brackets. The tax impact of interest / dividends for someone in the 15% tax bracket is different than for someone in the 22% bracket or higher. State and local taxes also need to be considered to get a full picture. Seems like TCR is more a relative vs. absolute measure and one needs to do further due diligence to get the full picture for their particular situation.

Some of the information is provided on their new pages, some isn't, but can still be found on their legacy pages.
For example, if you click on the price "tab" on a new page, at the lower right you'll find the three year tax cost ratio for a fund. But I don't believe that you can find the 1, 5, 10, or 15 year tax cost ratio as you would on a legacy page, e.g.
http://performance.morningstar.com/fund/tax-analysis.action?t=VFINX&region=usa&culture=en-US
OTOH, the legacy page doesn't give the category three year tax category tax cost ratio that's provided on the new page.

Thanks for the tips. I still have portfolios over there, especially for shopping.
Is there an easy way to reliably get to the legacy pages?

Yep, Tax Cost Information is a bit inconsistent between various sites. At M*, on their front page, I just type in the fund symbol in their search and quote box, get the Fund specific information to come up, click on the Price icon under the specific fund, and get the Tax Cost Ratio information for the last 3 year period. At Schwab, I pull up the Fund Symbol in their Research category, and when the fund comes up, I go to the Risk and Tax Analysis section where I can get Tax Cost Ratios for both the 1 year and 3 year periods. I suspect it is available at other sites, but I tend to depend on M* and my brokerage for fund information.

I recommend the risk screens here. I am a recent transplant from M*, though I was never very active on their boards until they destroyed the value of premium membership. I quickly realized that resistance was futile.
I first tried the quick search option on the premium site to evaluate funds for my wife's rollover IRA. It's free. And you can compare up to five tickers at once. I have subsequently purchased access to the whole shebang.
I sought to keep her selection of bond funds simple to understand, high quality, and on the lower end of the duration scale. The first goal being to preserve principal, with some modest hope of compounding over the six years before we have to take RMD's. The second goal was to create a template if something unforeseen happens to me.
From the selection of funds available at Wells Fargo I selected:
Vanguard Inflation Protected Admiral VAIPX. A pure TIP's fund that's AAA rated at 7.38 years duration. Because you never know.
Vanguard GNMA Admiral VFIJX. An intermediate government fun that AAA rated at 2.68 years duration.
Fidelity Intermediate FTHRX. A boring intermediate that's A rated at 3.99 years duration.
Vanguard Short Federal Admiral VSGDX. AA rated, 2.35 years duration.
Payden Low Duration PYSBX. AA rated, 1.9 years duration.
I have the short-term funds because I intend to have her fully invested between now and the end of the year. So there will need to be some guarantee of something there to sell when it comes time for RMD's.
My own IRA collection is more diverse (Christine Benz might call it a sprawling mess) due to my interests, and what is available at Vanguard. But this post is already getting long-winded.
I have been participating in online communities since the days of Compuserve. Just a few thoughts . . .
Paragraphs help readability. White space helps readability.
There will always be more viewers than posters. But jargon can turn people off. After the first page of this thread I just glazed over all the fund symbols listed. Maybe I missed some good ones. So I decided to add enough of the name for viewers to catch the fund family, and the drift of the strategy.
If I'm going to type at all, I find it just as easy to type "open end fund" as I do to type "hey pal, use google." Your mileage may vary.

Some of the information is provided on their new pages, some isn't, but can still be found on their legacy pages.
For example, if you click on the price "tab" on a new page, at the lower right you'll find the three year tax cost ratio for a fund. But I don't believe that you can find the 1, 5, 10, or 15 year tax cost ratio as you would on a legacy page, e.g.
http://performance.morningstar.com/fund/tax-analysis.action?t=VFINX&region=usa&culture=en-US
OTOH, the legacy page doesn't give the category three year tax category tax cost ratio that's provided on the new page.