The TCW Total Return Bond Fund falls within Morningstar’s intermediate-term bond category. The fund’s objective is to maximize current income and to generate above-average total return consistent with ...
State regulators have approved a plan aimed at easing the burden of rising electric rates. The Public Service Commission has ...
The investment seeks to provide total return through income and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus the amount of any ...
The Bloomberg US Aggregate Bond Index returned 2.03% during Q3 of 2025, bringing year-to-date performance for the Index to 6.13%. Q3 reflected a market increasingly focused on central bank policy, ...
Winter Storm Uri struck the Southwest in February 2021, causing widespread blackouts and resulting in enormous energy bills. State-sanctioned utility securitizations in Oklahoma were aimed at ...
Morningstar takes decisions about assigning funds to their Morningstar Categories seriously, and one of our main goals is to help investors avoid risks they don’t mean to take on. That’s why we ...
A bondholder is an individual, institution, or entity that owns a bond issued by a government, municipality, or corporation. When you purchase a bond, you effectively become a bondholder or a creditor ...
The US fixed-income markets extended their positive trajectory into 2025’s final quarter. The Morningstar US Core Bond Index, a proxy for the US-dollar-denominated investment-grade bond market, ...