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Investing/Strategies / Retirement Investing
|Subject: Re: Bonds vs equities - OT?||Date: 7/24/2013 4:33 PM|
|Author: Hawkwin||Number: 72678 of 76384|
I know this is a tangent but:
DODBX has bond holdings that range from 20% to as high as 50% - right now it is about 20%. Both these funds have excellent ratings by Morningstar.
Ratings are not what one should necessarily base investment decisions.
DODBX lost over 50% from peak to trough from 2008 through 2009.
Morningstar states that this fund has much higher risk than its category.
VWENX is a much better alternative for moderate risk IMO. Better income, less volatility, though slightly worse average duration on their bonds.
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