The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/i-know-this-is-a-tangent-but-dodbx-has-bond-30793195.aspx

Subject:  Re: Bonds vs equities - OT? Date:  7/24/2013  4:33 PM
Author:  Hawkwin Number:  72678 of 76112

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.

http://finance.yahoo.com/echarts?s=DODBX+Interactive#symbol=...

http://quotes.morningstar.com/fund/dodbx/f?t=DODBX
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.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us