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Personal Finance Topics / Retirement Investing
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Author: richinmd   😊 😞
Number: of 1171 
Subject: Re: Fixed income/bond investments
Date: 11/08/25 12:31 PM
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A fund like PONRX which is usually rated well still has around 50% in below investment grade companies which can be bad when things go wrong.

Maybe this is incorrect (if so, please correct) but when I look at Morningstar PONRX has a 10 yr return of 4.21% and a 15 yr return of 5.36%.

That is much higher than a more conservative total market bond fund like BND (Vanguard) with 10/15yr returns of 1.98% and 2.22%.

I happened to look at Dodge and Cox DODIX Income fund which has 3.25% and 3.36% returns over 10/15 yrs. Too bad it is a mutual fund only.

I guess I just prefer to take very little risk on fixed income.

Rich






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