U.S. Fund Flows in June Cap a Wild First Half of 2020
Taxable-bond funds swing from historic carnage to record inflows.
Tony Thomas, Ph.D., Nick Watson
Jul 17, 2020
Mentioned: Dodge & Cox Stock (DODGX), Vanguard Total Bond Market Index Inv (VBMFX), Dodge & Cox International Stock (DODFX), iShares iBoxx $ Invmt Grade Corp Bd ETF (LQD), Vanguard Interm-Term Corp Bd Idx Admiral (VICSX), iShares iBoxx $ High Yield Corp Bd ETF (HYG), Vanguard Total Bond Market II Idx Inv (VTBIX)
/Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it. This is an excerpt from the Morningstar Direct U.S. Asset Flows Commentary for June 2020. Download the full report.
Long-term mutual funds and exchange-traded funds took in $70 billion in June 2020 and $121 billion for the quarter, recovering more than a third of the record $327 billion that left those funds in March. Meanwhile, money market fund assets dropped by $134 billion in June./
If you a choice of above bond funds or ETF, which one would you choose (thinking adding another for Mama retired porfolio), or other fund(s) recommendation(s) we would appreciate
Currently she has FBND, BND, PCI, fshbx, fidelity2020, pci, pdi, poncx, lsbrx, tips, moderate amount of cash/cd and couple private bonds divided almost evenly
Capital preservations and limited risks are what she prefers...hope we are not too late and bond party won't end soon
Thank you stay safe