A closer look at Morningstar's new core and core-plus categories
Morningstar recently changed how it classifies intermediate-term bond funds, essentially splitting the category in two. Senior Portfolio Manager Jeffrey N. Given, CFA, discusses the implications for investors.
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The opinions expressed are those of the presenter at the time of recording and are subject to change as market and other conditions warrant. The subadvisors’ affiliates, employees and clients may hold or trade the securities mentioned, if any, in this commentary. The information is based on sources believed to be reliable, but does not necessarily reflect the views or opinions of John Hancock Investment Management. No forecasts are guaranteed, and past performance does not guarantee future results.
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