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=DODBXMorningstar 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.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra